Client Success Associate - Financial Services

JK Executive Strategies, LLC; Town of Tonawanda (NY); On-site; USD 60,000 - 70,000; Full time

Job summary

A respected financial services firm in New York is seeking a Client Service Associate to enhance client relationships and manage account services. This role involves administrative tasks such as maintaining client files, preparing documents, and ensuring compliance with industry regulations. Ideal candidates will have over 3 years of experience, excellent organizational abilities, and strong communication skills. A proficiency in Microsoft Excel and Word is preferred. The position offers a salary range of $60-70k and the opportunity to join a dynamic team.

Qualifications

• 3+ years of related experience in a client service capacity preferred.
• Industry experience preferred.
• Ability to work effectively as part of a team.

Responsibilities

• Service and maintenance of client accounts.
• Prepare client communications and account information.
• Proactively resolve clients' issues and concerns.
• Assist in client annual review preparation.

Skills

Strong organizational skills

Effective verbal communication

Interpersonal skills

Attention to detail

Teamwork

Tools

Microsoft Excel

Microsoft Word

Job description

A respected financial services firm in New York is seeking a Client Service Associate to enhance client relationships and manage account services. This role involves administrative tasks such as maintaining client files, preparing documents, and ensuring compliance with industry regulations. Ideal candidates will have over 3 years of experience, excellent organizational abilities, and strong communication skills. A proficiency in Microsoft Excel and Word is preferred. The position offers a salary range of $60-70k and the opportunity to join a dynamic team.