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|Title:||Client Service Associate|
|Job Location:||Buffalo, New York - United States|
|Salary:||$50,000.00 - $60,000.00 - US Dollars - Yearly|
|Employer Will Recruit From:||Regional|
Dynamic, boutique, Buffalo-area investment firm has immediate opening for a Client Services Associate
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.
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.
University - Bachelor's Degree/3-4 Year Degree