Client Service Associate - Buffalo, New York United States - 34061

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JOB DESCRIPTION

Job #: 34061
Title: Client Service Associate
Job Location: Buffalo, New York - United States
Employment Type:
Salary: $50,000.00 - $60,000.00 - US Dollars - Yearly
Employer Will Recruit From: Regional
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Dynamic, boutique, Buffalo-area investment firm has immediate opening for a Client Services Associate

JOB DESCRIPTION

Prepare documents required to open client accounts, process client requests and verify account set-up.  Enter information into client database software.  Scan and index account documents in electronic document management system.  Perform other administrative duties and projects as assigned by manager.

QUALIFICATIONS

  • Prepare completed new account documents
  • Work with new client account set-up in regards to banking and investment transactions
  • Process varied client requests including check/wire distribution requests, account changes, transfers, deposits, etc. Complete associated paperwork and record as needed.  Maintain pending items file to verify accurate completion.
  • Prepare various monthly summary reports on review meetings and appointments.
  • Participate in weekly Client Service Manager meetings. 
  • Perform various administrative duties, including faxing, copying, scanning and filing. 

 

Knowledge skills and responsibilities:

  • Bachelor's degree in related field preferred

  • Experience in the investment industry strongly preferred

  • Strong PC skills

  • Must be well organized, detail oriented, able to perform multiple tasks, meet deadlines, take direction, work with all personalities and possess good verbal and written communication skills.   

Education:
University - Bachelor's Degree/3-4 Year Degree