What are the responsibilities and job description for the Client Service Associate - Investments position at Dean Licata & Associates, LLC?
Client Service Associate – Investment Management
About the job
Company Description
Dean Licata & Associates is a professional investment management organization dedicated to delivering exceptional service and solutions to meet our clients' unique needs. Rooted in integrity, we focus on fostering trust and building long-term relationships with our clients and partners. Located in Pittsford, NY, we are committed to excellence and personalized attention that enable clients to achieve lifetime financial independence. Join our team to contribute to a supportive and dynamic work environment where your professional growth is valued.
Role Description
This is initially a part-time, 20 hour per week, on-site role located in Pittsford, NY, for a Client Services Representative. Occasional remote work may be possible. The individual in this position will process new account applications and account updates, maintain CRM database records, handle client inquiries, resolve issues promptly, and ensure high levels of customer satisfaction. Responsibilities include maintaining effective communication with clients, supporting finance-related queries, and collaborating with internal staff to deliver exceptional service experience. This role requires a proactive and professional approach to managing relationships with clients.
Qualifications:
- Associates degree or higher required
- 2 years’ experience in a client-facing role within the financial services industry or closely related field
- Excellent written and verbal communication
- Strong interpersonal skills and a problem-solving mindset to handle complex situations with professionalism
- Highly proficient with MS Office products and office technology (scanners, printers, multi-line phones)
- Familiarity with CRM tools and software
- Ability to organize and prioritize work within a structured, process-oriented environment
- Ability to work collaboratively in a team-oriented environment
Pay: $26.00 - $30.00 per hour
Application Question(s):
- Are you available to work Monday - Thursday, somewhere in the 11:00AM to 5:00PM time range?
Education:
- Associate (Required)
Experience:
- Financial Services/Insurance/Banking: 2 years (Required)
Work Location: In person
Salary : $26 - $30