Senior Client Service Associate

  • Saratoga Springs, NY
  • Full-time

Company Description

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.

Job Description

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.

Additional Information

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.