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Job description
Overview
Hector is the Director of Investments at an independent financial planning and wealth management firm, Forest Hills Financial Group. Since 1980, we have been helping individuals and businesses plan and pursue their financial objectives, and create strategies aligned with their needs. In addition to his role as Director of Investments, he is a Certified Financial PlannerĀ® helping clients in his own practice. This position will allow you to gain valuable insight and experience in financial planning and investments, including but not limited to, insurance strategies, analyzing and understanding investment portfolios and statements, and retirement planning for individuals and corporations.
Description
This role is full time Client Service Associate supporting one or more financial advisors. This position will be facilitating day-to-day transactional needs including entering and maintaining client records and establishing accounts. The ideal candidate is a self-starter and highly resourceful team player who is effective independently and with little direction. The candidate must possess the following skills:
Role and Responsibilities
This role primarily focuses on the following responsibilities:
We are a very entrepreneurial firm. Therefore, the Opportunities for Growth are not limited to the following:
Qualifications
Location
Candidate must be able to work out of the Long Island (Melville) offices for a 3-6 month training period. After that, there may be an opportunity for hybrid work (home and office).
Job Type: Full-time
Pay: $62,951.00 - $70,270.00 per year
Benefits:
Schedule:
Education:
Experience:
Ability to Relocate:
Work Location: In person
Full Time
Investment Management
$103k-134k (estimate)
05/03/2024
05/09/2024
myfhf.com
Grand Rapids, MI
<25
Investment Management
The job skills required for Client Service Associate(Choose between Melville or NYC Offices) include Client Service, Customer Service, Written Communication, Microsoft Office, Planning, Confidentiality, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate(Choose between Melville or NYC Offices). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate(Choose between Melville or NYC Offices). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate(Choose between Melville or NYC Offices) positions, which can be used as a reference in future career path planning. As a Client Service Associate(Choose between Melville or NYC Offices), it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate(Choose between Melville or NYC Offices). You can explore the career advancement for a Client Service Associate(Choose between Melville or NYC Offices) below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.