Dynamic Client Services Associate for Financial Advisors

Thorley Wealth Management Inc; City of Rochester (NY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Competitive salary

Opportunity for advancement

Profit sharing

Training & development

Job summary

Thorley Wealth Management Inc, located in Rochester, NY, is seeking a full-time Client Service Associate to ensure exceptional client support and assist financial advisors with various tasks. The ideal candidate will have at least one year of experience in a financial services administrative role, strong organizational abilities, and familiarity with customer service principles. The job offers a salary range of $55,000 to $75,000 per year, and includes benefits such as a 401(k) and health insurance. A notary public license is a plus.

Qualifications

• 1+ years of administrative assistant experience in financial services.
• Strong organizational, decision-making, and analytical skills.
• Excellent oral and written communication.
• Ability to work under pressure and maintain attention to detail.

Responsibilities

• Provide exceptional customer service to clients.
• Assist advisors in preparing for client meetings.
• Maintain CRM system and manage client information.
• Coordinate marketing efforts and special projects.

Skills

Administrative support experience

Customer service skills

Strong organizational skills

Attention to detail

Technical aptitude

Interpersonal communication

Tools

Microsoft Office Suite

CRM systems

Job description

Thorley Wealth Management Inc, located in Rochester, NY, is seeking a full-time Client Service Associate to ensure exceptional client support and assist financial advisors with various tasks. The ideal candidate will have at least one year of experience in a financial services administrative role, strong organizational abilities, and familiarity with customer service principles. The job offers a salary range of $55,000 to $75,000 per year, and includes benefits such as a 401(k) and health insurance. A notary public license is a plus.