Client Service Associate

Raymond James • Garden City, NY

58d • $45,000 - $80,000 • Onsite

About The Position

DiSilvio Wealth Management Group is a multi-generational practice that brings a wealth of experience and knowledge. As we grow, we are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our advisors and clients. This client-facing role is essential to delivering outstanding experience through proactive communication, scheduling, and service coordination. The ideal candidate is client-centric with a willingness to learn and grow with the firm. Strong administrative skills and the ability to manage multiple priorities are also critical. If you are passionate about delivering exceptional client service and thrive in a team environment, we’d love to hear from you.

Requirements

• Knowledge of Company’s working structure, policies, mission, and strategies
• General office practices, procedures, and methods
• Basic investment concepts, practices and procedures used in the securities industry
• Financial markets, products and industry regulations
• Skill in Client Relationship Management (CRM) software
• Microsoft Office
• Effective communication (in-person, virtual, phone and mail)
• Ability to Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
• Analyze and research account information
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
• Provide a high level of customer service in a calm and professional manner
• Use mathematics sufficient to process account and transaction information
• Use appropriate interpersonal styles and communicate effectively
• Work both independently and as part of a team
• Provide a high level of customer service
• Bachelor’s degree preferred
• General Experience - 3 to 6 years

Responsibilities

• Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients
• Work both independently and within a team environment to provide administrative support to the financial advisors and branch office
• Open new client accounts, process money movement, and research information as needed
• Ensure client paperwork and documentation is accurate prior to submission and processing
• Follow up to ensure accurate completion
• Create and maintain records and files utilizing Client Relationship Management (CRM) software
• Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
• Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
• Performs other duties and responsibilities as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level