Client Service Associate

RIA Recruiting•Garden City, NY

43d•$80,000 - $100,000

About The Position

Davidov Financial Coaching, a wealth management and estate planning firm in Garden City, NY is seeking a 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! Find out more about us at davidovfinancial.com.

Requirements

3 years of financial services 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

Nice To Haves

Experience with our systems/software is not required but please mention it if you have used: Redtail, Holistiplan, eMoney, Circle Black, Schwab.

Responsibilities

Respond 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!