Salary: $55,000 – $75,000 + bonus
Job Title: Client Services Associate
Job #: 5620
Location: Altamont, NY
Category: Financial Services / Banking
Position Type: Full-time, Direct Hire

Description:
Our client is currently seeking a Client Services Associate to join their team. This is a full-time, direct hire position.

Responsibilities Include:

• Act as a point of contact for investors.
• Provide support to the Relationship Management team.
• Ensure support for the operations team
• Oversee full process of investor account management.
• Ensure workflows are coordinated with vendors.
• Keep the internal team updated by way of reports.
• Oversee reconciliation, maintenance, and the entry of data.
• Ensure excellent client service.

Qualifications:

• 3+ years of related professional experience.
• Minimum of a bachelor’s degree.
• A candidate with a securities license would be preferred.
• Detail-oriented with excellent communication skills, both written and verbal.
• Ability to multitask and work well under pressure.

Hours & Benefits:

• M -F 8 am – 5 pm
• PTO
• Health, Dental, & Vision
• 401K
• Profit Sharing

For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.