Senior Client Service Associate
- Saratoga Springs, NY
Comprehensive financial consulting and portfolio management for highly successful entrepreneurs, professional firm partners, and corporate executives throughout The United States. Firm is a client service organization; not a sales organization.
Key administrator and operations go-to person regarding investment management through Fidelity Institutional and Credit Suisse: case management of all investment, annuity and life insurance applications; maintain social networking sites for firm (marketing expertise is a plus, but not essential).
Bachelor's Degree preferable, but not necessarily essential; 3+ years practical experience; flexibility (given our boutique size); writing and verbal skills with clients are both very important; hard working; quick study.
This is an on-sight position; full-time (5 days / 40 hours)
Compensation competitive; Incentive Compensation potential for extraordinary performance & team work; as a boutique firm which stresses client service, being a key team member is very important from a technical proficiency, professionalism, and team culture perspective.