Employment Opportunity – Bouchey Financial Group, Ltd.

November 17, 2015 By Adam

Share

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..

Read More

Responsibilities

  • 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

Requirements

  • 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)

Comments are closed.