Client Service Associate

Client Service Associate

Rochester, NY

JK Executive Strategies is proud to partner with a best in class registered investment advisory firm in search of a Client Service Associate to join its team! The Client Service Associate will play a key role in delivering exceptional service to clients by supporting the operational, administrative, and trading activities of the firm. This individual will collaborate closely with Financial Advisors and the broader service team to ensure client accounts are maintained efficiently and client needs are met with professionalism and accuracy.

Responsibilities

Service Management :

• Perform trades, account rebalances, block trades and trade corrections.
• Process deposits, distributions, or cash-raising requests at the direction of the Senior Financial Advisor.
• Monitor and maintain investment models.
• Facilitate client onboarding, cashiering, and model updates on platforms like 55i and Advyzon.

Monitoring Incoming Funds for Investing :

Paperwork Processing and Follow-Up :

Client Scheduling and Communications :

Phone Support :

Meeting Preparation :

Advisor Follow-Up :

Keep Senior Financial Advisors informed of any delays or issues related to client tasks or documentation.

Salary Range

JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

Salary : $60,000 - $70,000