Client Service Associate - Kings Park, NY needed in Kings Park, New York, United States

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Client Service Associate - Kings Park, NY

Company: WORKHUB AGENCY

Job Location: Kings Park, New York, United States

Job Type: FULL_TIME - (ON_SITE)

Job Salary: 0 USD per month.

Date Posted: April 05, 2025

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Job Description

SummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and ResponsibilitiesAssist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentationManage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standardsSuccessfully partner with Broker Dealer for new account establishment, account maintenance, and complianceProcess, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where availableAssist in preparation of consolidated performance reporting on a monthly/quarterly basisMaintain CRM database; define and ensure adherence to appropriate client service modelsManage multiple and competing priorities daily in pursuit of business objectivesOther responsibilities as assigned by the Senior Client Service AssociateKnowledge, Skills, and/or AbilitiesAdvanced computer skills (Outlook, Word, and Excel) are essentialExcellent communication skills, both verbally and in writingStrong time management and organizational skills; able to work independently and effectively manage multiple tasks at onceAbility to build relationships with clients and internal partners Education and/or ExperienceBachelor’s degree in a business-related field preferredThe ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts. Previous experience in small business culture preferredBenefits: NoneGrowth Potential: Yes. Transition to Full Time position with benefitsOffice with personalized Laptop ProvidedHybrid/Remote Work Potential: After training is completedFlexible Work Hour: Can design own schedule at startHiring Procedure: Submit Resume, Phone Call Interview, In Person InterviewWork Attire: Business Casual

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