Emerge is actively recruiting for a strong Administrative Client Service Rep for a leading, locally owned financial advisory firm in the Rochester area! Our client is an award-winning Top Workplace to Work firm whose environment provides a variety of challenging opportunities to collaborate with a motivated, experienced teams of financial professionals who work together to exceed our client's expectations every day. This position offers a highly competitive compensation and benefits package with a strong focus on professional growth and development.
Responsibilities for the Financial Services Associate
Responsibilities include operational and sales support for an established advisor and the Operations Manager. This person will be responsible for assisting with client service, operational duties, and ensuring adherence to compliance and corporate policies.
Requirements for the Financial Services Associate
This is a client services role. Experience in financial services and license is appreciated but not necessary. Candidate must be mature, experienced in customer/client service, and possess excellent written and verbal communication skills. Must have strong time management skills, strong organizational and prioritization skills, and strong attention to detail.
If you are qualified for this position, please click "apply now". Thank you in advance, however, only qualified candidates will be contacted. #CTUSA
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