Registered Client Service Associate (Stamford, CT)

Job Description

Job Description

Who we are

The firm is seeking a Registered Client Service Associate to join our Branch office team in Stamford, Connecticut. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions / meetings of executive staff.

Responsibilities

• Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
• Calendar management and coordination of meetings, including all logistics
• Database management
• Client interaction and service
• Provide back-up to other teams and within the branch
• Perform ad hoc duties and work on special projects as necessary

Skills / Requirements