What are the responsibilities and job description for the Client Service Operations Associate, Financial Services position at The Pitti Group Wealth Management?
Relationship/Operations Associate position:
The Pitti Group Wealth Management is a boutique financial services firm located in Victor, NY. The firm offers a wide range of capabilities and resources to help clients, including corporations, retirees, nonprofits, high-net-worth individuals, and professionals, pursue their financial goals. With a focus on investment planning and management, the firm's advisors specialize in various areas such as retirement plans, risk management, estate planning, education planning, tax management, employee benefits, and asset management. The Pitti Group serves clients in the Rochester area and nationally.
Role Description
This is a full-time role for a Relationship/Operations Associate at The Pitti Group Wealth Management located in Victor, NY. Your day-to-day tasks will include providing client services and support, communicating with clients, assisting with administrative tasks, helping with financial planning, meeting with clients, and supporting the team. Knowledge in social media posting and content creation is beneficial. You will also work with our compliance consultant to provide data and reports required on a regular basis to comply with SEC regulations. You will advise management and staff on progress and any issues that need to be addressed by the team. This role is an on-site position and for the right person could lead to a financial advisor role earning in the six figures.
Qualifications
- Client Services and Customer Support skills
- Financial planning experience a plus
- CFP a plus
- Excellent communication and interpersonal skills
- Client service experience 1 year minimum due to the technical nature and financial rules and regulations in the industry
- Knowledge of finance and investment concepts
- Strong attention to detail and organizational skills
- Ability to multitask and prioritize tasks effectively
- Proficiency in Microsoft Office Suite
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Business, or related field
- High energy, friendly, happy, bubbly personality which embodies the face of the firm.
Job Type: Full-time
Pay: $55,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) 4% Match
- Health insurance
- Paid time off
Physical Setting:
- Office
Schedule:
- Weekdays
Supplemental Pay:
- Bonus opportunities
Education:
- Bachelor's (Required)
Experience:
- Financial services: 1 year (Required)
Ability to Relocate:
- Victor, NY 14564: Relocate before starting work (Required)
Work Location: In person
Salary : $55,000 - $80,000
