What are the responsibilities and job description for the Client Service Representative position at Fincadia Capital Partners?
Client Service Associate– Fincadia Wealth Management, Melville, Long Island.
Full Job Description
Fincadia Wealth Management is seeking a full-time Client Service Associate to work in our Melville/Long Island office. This position will provide executive-level administrative support for the registered representative team. We are looking for a motivated, resourceful, and organized individual that can interface with managers and team members while exercising tact and discretion in handling sensitive information. This position provides excellent exposure to a wide range of administrative and business activities for motivated, creative, and aspiring individuals.
Duties of this position include:
- Handling a broad range of duties from day-to-day operational activities, scheduling meetings and correspondence and phone management.
- Scheduling/calendar management
- Oversight of opening new investment accounts, client presentations and account services.
- Assist with day-to-day operations and office related tasks as needed
- Provide reception support
Qualifications:
- Forward thinker with proactive mindset
- Solid organizational and time management skills
- Excellent verbal and written communication
- Committed, accurate, detail-oriented, and dedicated individual
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Knowledge, experience, ability to work independently, adherence to high quality ethical standards is essential for this growth-oriented career track position.
Job Type: Full-time
Fincadia Wealth Management, Member: FINRA/SIPC, EOE/M/F/D/V/SO
Work Location: One location-Melville, Long Island, NY
For more information, please email Rich Spatola at rspatola@fincadia.com
Job Type: Full-time
Salary: $45,000.00 - $55,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- Monday to Friday
- Overtime
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Melville, Long Island, NY 11747: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Customer service: 1 year (Preferred)
Work Location: One location
Job Type: Full-time
Pay: $20.00 - $27.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Paid training
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Work Location: In person
Salary : $45,000 - $55,000