Client Success Associate - Hybrid (Financial Services)

Pomona; New York (NY); Hybrid; USD 28,000 - 33,000; Full time

Benefits offered by this job

Performance-based bonus

Hybrid work model

Job summary

Pomona is seeking a Client Services Representative in Latham, NY (Hybrid). The role supports registered representatives by answering inquiries, scheduling meetings, preparing client materials, and ensuring timely service delivery.

You will maintain client records, educate clients on services, and coordinate with internal teams. Requirements include a high school diploma or GED, excellent communication, and proficiency with MS Office.

Qualifications

• High School Diploma or GED required.
• Excellent written and verbal communication skills.
• Strong time management and organizational abilities.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and ability to learn new programs.

Responsibilities

• Act as a liaison between the registered representatives and their clients.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc.
• Prepare and complete client paperwork and follow up tasks to support registered representatives.
• Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
• Organize client events and follow up tasks.
• Maintain client records and retention management within corporate requirements.
• Conduct proactive outreach to clients and registered representatives on time sensitive activities.
• Ensure timely service delivery by coordinating with Cetera departments.
• Educate clients on account services, capabilities, and new technology.
• Complete required corporate training on new technologies and follow implementation guidelines.
• Maintain compliance notes in AdviceWorks/SmartWorks and Redtail following Cetera standards.
• Collaborate with Advisors through weekly meetings to support business planning and communication.

Skills

Communication

Time management

MS Office proficiency

Education

High School Diploma or GED

Bachelor’s degree in Finance, Business, Marketing, or Communications

Tools

MS Office

Job description

Pomona is seeking a Client Services Representative in Latham, NY (Hybrid). The role supports registered representatives by answering inquiries, scheduling meetings, preparing client materials, and ensuring timely service delivery.

You will maintain client records, educate clients on services, and coordinate with internal teams. Requirements include a high school diploma or GED, excellent communication, and proficiency with MS Office.