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Client Service Associate

Company: Leading Financial Advisory Firm
Location: Melville
Posted on: September 22, 2022

Job Description:

Frisch Financial Group is a growing financial planning and investment management firm located in Melville, NY and we are seeking a Client Service Associate to join our team. As a fee-only RIA, we always put our clients' interests first. For the past 20 years, we have strived to stand out from our competitors, and we have been consistently recognized as a top tier financial planning firm. We are a team-oriented firm that is passionate about providing excellent service to our clients. We value honesty and integrity in our work and we strive to work hard and smart. We have been recognized in the community including Financial Advisor Women's Choice Award (10 consecutive years), Forbes Top Women Wealth Advisors in NY, Best In State Wealth Advisors - Forbes, Top Ranked Wealth Management Firm - AdvisoryHQ To find out more about us, please visit our website at ( Client Service Associate is responsible for enhancing the client experience by responding to client requests and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service.Responsibilities

  • Prepare client meeting agendas, notes, and documents needed for client meetings.
  • Assist in the maintenance of the firm's CRM - Redtail.
  • Process meeting note dictations, update contact management database, assign workflow tasks.
  • Process funds requests, account applications, account transfers and any other client/account related tasks needed.
  • Handle client issues and requests.
  • Manage the secure on-line client document portal.
  • Provide administrative support to the firm partners.
  • Coordinate in-house meeting logisticsRequirements
    • 3 years in a similar position providing support to financial advisor(s)
    • Ability to handle sensitive and/or confidential client information.
    • Excellent administrative writing and verbal communication skills
    • Ability to work independently as well as within a team and prioritize tasks appropriately
    • Ability to manage your own time
    • High attention to detail
    • Excellent client service and relationship management skillsSalary and Benefits
      • The salary range for this position will be $70-90K based on experience.
      • Health insurance
      • 401(k)
      • Profit shareQualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments on detail orientation, and a Caliper assessment. A background check will be required.We are an Equal Opportunity Employer.

Keywords: Leading Financial Advisory Firm, New Haven , Client Service Associate, Other , Melville, Connecticut

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