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..
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 (firstname.lastname@example.org)