Client Service Associate

Client Service Associate, New York, NY

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.

• Compile & update docs & contracts.

Prep presentation materials & gather meeting notes to input them in client files.

Schedule advisor-client meetings.

Create / maintain client portfolios.

Manage advisors' social media accounts.

Troubleshoot complaints & suggest company prdcts or srvcs.

1yr.

Exp.

Req.

Sal : $61,526 / yr., Bachelor's

Mail or email res to : Arthur Dolega

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Keywords : Registered Client Associate, Location : New York, NY