Client Services Associate for Financial Advisors

Cetera Financial Group

Village of Westbury (NY)

On-site

USD 32,000 - 39,000

Part time

14 days+

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Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Job summary

Cetera Financial Group in New York is seeking a part-time, on-site administrative assistant to support Financial Advisors and Registered Representatives with daily practice tasks. You will handle paperwork, client communications, and basic transactions to enhance service levels.

Ideal candidates have a high school diploma, strong time management, and excellent communication skills. Prior experience in admin or customer service plus proficiency in Microsoft Office is preferred; some roles may

Qualifications

High School Diploma or GED required.
Experience in administrative or customer service role.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office; ability to learn new programs.

Responsibilities

Act as liaison between registered representatives and clients.
Answer phones, schedule appointments, and prepare client meeting materials.
Assist in preparing client illustrations, graphs, and reports for presentations.
Prepare client paperwork and follow up tasks to support representatives.
Maintain client relationships and ensure timely service delivery.