Financial Service Associate

JK Executive Strategies is partnering with a well-respected financial services firm in search of a Financial Service Associate to join its team. The Financial Service Associate will be the primary contact for clients, including greeting them in the office, answering incoming calls, scheduling appointments and processing client service requests.

This position will also include administrative duties including but not limited to; preparation of account service documents, maintaining client files, maintaining client CRM system, processing incoming & outgoing mail, executing money transfers, depositing checks, maintaining calendars, and preparing client financial reports.

Responsibilities:

· Service and maintenance of client accounts.

· Prepare client communications.

· Answering client phone calls.

· Working with clients to ensure proper account opening procedures and documentation.

· Proactively resolving clients’ issues and concerns.

· Providing account information to clients and maintaining key client relationships.

· Taking and placing customer orders in brokerage and advisory accounts.

· Maintaining client database.

· Assist in client annual review preparation.

· Provide regular client contact and communication.

· Comply with all industry rules and regulation and firm policies.

Qualifications:

· Associates degree required.

· Industry experience preferred.

· 3+ years of related experience, ideally in a client service capacity.

· Strong organizational skills with ability to plan and carry out responsibilities with limited supervision.

· Ability to work effectively as an individual or part of a team in a diverse work group.

· Ambition, attention to detail, high energy, and strong desire to succeed.

· Demonstrated effective verbal, interpersonal and written communication skills.

· Demonstrated intermediate level ability in the use of applications in spreadsheet, word processing and other software packages including Microsoft Excel and Word.

JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Rochester, NY: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Cash handling: 1 year (Preferred)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location: One location

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