Employment Opportunity – Bouchey Financial Group, Ltd.

November 17, 2015 By Adam


Client Service Associate – Client Service position with an opportunity to grow with the firm. The position will be located in our Saratoga Springs office and reports to the Director of Client Services..

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  • Work with our custodian, Charles Schwab, to complete paperwork for client accounts.
  • Execute client requests regarding transfers, distribution or changes to their accounts
  • Work with new and existing clients handling their requests
  • Complete the daily reconciliation for our portfolio reporting software
  • Assist clients with account logins for multiple sites
  • Administrative duties of answer office phones and greeting clients
  • Document client calls and meetings in CRM system


  • Strong written and verbal communications skills
  • Strong organizational and technology skills
  • Team Players who is self-motivated
  • Excellent attention to detail and strong ability to follow a defined process
  • Excellent client service
  • Understanding of the financial services field is a plus
  • Part-time employees will be considered

Bouchey Financial Group is a wealth management firm with offices in Troy and Saratoga Springs. We work with individuals, families and businesses and we currently manage more than $275 million in assets for our clients.

We are an equal opportunity employer offering excellent benefits and opportunities for career advancement. Please e-mail your resume with a cover letter to Angie Gavin (agavin@bouchey.com)

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