Client Services Associate - Rochester, NY
2 weeks ago
Job summary
The Client Service Associate plays a crucial role as the backbone of our client experience and operational support team. This position is ideal for a proactive, highly detail-oriented professional eager to master the operational aspects of a financial planning and investment firm.Responsibilities
- Client Onboarding & New Business Support
- Assist in the full New Business Development lifecycle, including accurate preparation of account applications and necessary paperwork.
- Service, Support, and Operations
- Process service requests for existing clients related to their financial planning, investment, and insurance accounts.
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Job description
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