Client Services Associate – Financial Advisory (Hybrid)

Longwood University; New York (NY); Ibrido; USD 28.000 - 33.000; Tempo pieno

Vantaggi offerti da questo lavoro

Performance-based bonus

Descrizione del lavoro

Cetera in Latham, NY, is seeking a Client Services Representative to support financial advisors and clients in a hybrid, full-time capacity. The role involves handling client paperwork, scheduling, and communication to ensure high service levels. Training and career path opportunities in the financial services space are noted.

The position emphasizes strong organizational and communication skills, familiarity with Microsoft Office, and the ability to work with clients both remotely and on-site.

Competenze

• High School Diploma or GED is required.
• Experience in administrative or customer service roles is preferred.
• Excellent written and verbal communication skills are essential.

Mansioni

• Act as liaison between clients and registered representatives.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Prepare client paperwork and support registered representatives in client interactions.
• Maintain client records and ensure compliance with corporate guidelines.

Conoscenze

Strong communication

Administrative experience

Customer service

Formazione

High School Diploma or GED

Strumenti

Microsoft Office (Word)

Excel

PowerPoint

Descrizione del lavoro

Cetera in Latham, NY, is seeking a Client Services Representative to support financial advisors and clients in a hybrid, full-time capacity. The role involves handling client paperwork, scheduling, and communication to ensure high service levels. Training and career path opportunities in the financial services space are noted.

The position emphasizes strong organizational and communication skills, familiarity with Microsoft Office, and the ability to work with clients both remotely and on-site.