Client Service Associate
RIA RecruitingGarden City, NY, US8 hours ago
Job type
- Full-time
Job descriptionRespond to client requests with timeliness and accuracy Process account opening applications, transfer paperwork, money movements and / or other various custodial tasks Manage notes, activities, workflows and reports in Redtail CRM Generate trades, following specific instructions from advisors Manage and execute client deliverables after the advisors' meetings and communicate with clients to follow up Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help the firm and this position improve over time! 3 years of financial services experience and prior remote working experience Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.) Ability to prioritize tasks, problem-solve, and meet deadlines Organization skills & attention to detail Ability to work independently while prioritizing projects and managing your time we do not micromanage Ability to learn and implement new technology and software quickly Ability to communicate well and work in a collaborative environment Ability to follow office processes and policies related to office operations & client privacy Experience with our systems / software is not required but please mention it if you have used : Redtail, Holistiplan, eMoney, Circle Black, Schwab.
Client Service Associate
Davidov Financial Coaching, a wealth management and estate planning firm in Garden City, NY is seeking a permanently remote full-time Client Service Associate to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a financial planning team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!
This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace that you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.
Compensation :
- Salary range of $65K-80K, commensurate with relevant experience
- Great Work / Life Balance with a Monday-Friday Schedule
- Health Insurance Plan with Company Contribution (50% of premium)
- Simple IRA with 3% employer match
- Generous PTO Policy & Paid Holidays 13 PTO days to start
- Permanently remote position
- No business development
Responsibilities include :
Requirements :
The Process :
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. 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, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
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Client Service Associate • Garden City, NY, US
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