Client Services Associate – Flexible Hours, Remote Options

Ark Asset Advisors; Pearl River (NY); Ibrido; USD 34.440 - 48.216; Part-time

Vantaggi offerti da questo lavoro

401(k) with company matching

Health, dental, and vision insurance

Life insurance

Paid time off and parental leave

Flexible schedule

Bonus opportunities

Paid training

Descrizione del lavoro

Ark Asset Advisors in Pearl River, NY is seeking a Client Services Associate to support a team of Financial Advisors in a flexible, part-time role with potential for full-time growth. The position offers some remote work, paid time off, and a client-focused operating environment.

The ideal candidate has 2+ years in brokerage/client services, strong communication and MS Office skills, and the ability to manage client requests, document handling, and collaboration with advisors in a fast-paced

Competenze

• 2+ years brokerage and client services experience.
• Experience in financial services or brokerage industry.
• Strong written and verbal communication.
• Ability to prioritize and perform under pressure in a dynamic environment.
• Proven teamwork and independent work capability.

Mansioni

• Maintain client relationships by processing requests and updating records.
• Reach out to clients to promote services and solutions.
• Onboard new client accounts and gather required documentation.
• Support marketing efforts with materials and digital presence.
• Prepare financial reports and client meeting materials.
• Assist Financial Advisors with administrative tasks and scheduling.

Conoscenze

Brokerage & client services

Microsoft Office

Customer service

Teamwork

Time management

Communication skills

Formazione

High school diploma or equivalent

College degree preferred

Strumenti

Microsoft Office suite

Descrizione del lavoro

Ark Asset Advisors in Pearl River, NY is seeking a Client Services Associate to support a team of Financial Advisors in a flexible, part-time role with potential for full-time growth. The position offers some remote work, paid time off, and a client-focused operating environment.

The ideal candidate has 2+ years in brokerage/client services, strong communication and MS Office skills, and the ability to manage client requests, document handling, and collaboration with advisors in a fast-paced