Junior Client Service & Relations Associate - Altium Wealth Management
$65,000–$75,000 year
On-siteHarrison, New York, United States or Purchase, New York, United States
Harrison, New York, United States or Purchase, New York, United StatesOn-siteFull Time$65,000–$75,000 yearEntry LevelMedium
Full TimeEntry LevelMedium
Job Summary
Serve as a liaison between clients and advisors, coordinating and preparing for client meetings with post-meeting documentation and follow-up. Schedule meetings via confirmation emails and utilize applications like Outlook, Salesforce, Schwab, TD, and Fidelity to obtain account information and complete client service and account maintenance requests. Field client requests, process insurance maintenance requests for client policies, and manage client data within Salesforce while ensuring accuracy and compliance. This role requires Monday-Friday in-office attendance.
Required Qualifications
- 1+ years of experience in Financial Services
- 1+ years of experience maintaining client relationships and providing service in a corporate environment
- Proficiency in MS Outlook and MS Word
- Prior experience with CRM software, preferably Salesforce
- You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future
Desired Qualifications
- Excel a plus
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