Client Service Associate(Choose between Melville or NYC Offices)

Client Service Associate(Choose between Melville or NYC Offices) Location New York, NY (Midtown area) :

Overview

Hector is the Director of Investments at an independent financial planning and wealth management firm, Forest Hills Financial Group. Since 1980, we have been helping individuals and businesses plan and pursue their financial objectives, and create strategies aligned with their needs. In addition to his role as Director of Investments, he is a Certified Financial Planner® helping clients in his own practice. This position will allow you to gain valuable insight and experience in financial planning and investments, including but not limited to, insurance strategies, analyzing and understanding investment portfolios and statements, and retirement planning for individuals and corporations.

Description

This role is full time Client Service Associate supporting one or more financial advisors. This position will be facilitating day-to-day transactional needs including entering and maintaining client records and establishing accounts. The ideal candidate is a self-starter and highly resourceful team player who is effective independently and with little direction. The candidate must possess the following skills:

• Strong organizational skills with critical attention to detail
• Able to prioritize and manage multiple projects simultaneously
• Excellent verbal, and written communication and customer service skills
• Capable of maintaining the utmost confidentiality of all client and company information
• Tech-savvy and able to quickly learn new software and applications
• Highly dependable with exceptional time management skills

Role and Responsibilities

This role primarily focuses on the following responsibilities:

• Analyzing financial statements
• Composing, filing, and handling all electronic and paper documents/correspondence
• Arranging client meetings by developing itineraries and agendas
• Compiling and entering data for various reports
• Directly communicating with clients and internal/external teams on behalf of the Advisor
• Preparing and establishing client accounts
• Managing a dynamic and complex calendar of appointments and meetings

We are a very entrepreneurial firm. Therefore, the Opportunities for Growth are not limited to the following:

• Learning about financial planning, investing, insurance, tax planning, and more.
• Sponsorship for life/health/accident insurance exams, Series 7, and Series 66 licenses.
• Increase in income and discretionary bonuses available based on your performance in the role.
• Commission available for introductions to potential clients.
• Promotion opportunities to a Senior Administrative Assistant, Junior Financial Advisor, Financial Advisor, Training Specialist, Business Development Manager, and more.

Qualifications

• Experience as a Client Service Associate Preferred
• Experience supporting financial advisors, attorneys, or accountants Preferred
• College degree preferred
• Work authorization: United States (Required)
• Proficient in Microsoft Office (Word, Excel, Outlook, etc.)
• 3-4 years of administrative or professional office experience required
• Must complete background check and sign confidentiality agreement
• Experience with E-Money, NetX360, and Envestnet a plus
• Financial background a plus

Location

Candidate must be able to work out of the Long Island (Melville) offices for a 3-6 month training period. After that, there may be an opportunity for hybrid work (home and office).

Job Type: Full-time

Pay: $62,951.00 - $70,270.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Education:

• High school or equivalent (Preferred)

Experience:

• Administrative: 2 years (Preferred)

Ability to Relocate:

• New York, NY 10017: Relocate before starting work (Required)

Work Location: In person