Our client, a Senior Financial Advisor with over 28 years in the industry, is looking for a full-time Client Service Associate (CSA) to join his hard-working yet laid back team. With daily interaction and direct support to the Financial Advisor, it is critical that the CSA is reliable, self-sufficient, and understands the impact of thorough client follow up and communication. The Client Services Associate is responsible for providing an unforgettable first impression to perspective clients and serves as a positive and efficient client service resource ongoing. Our client considers his clients to be “like family” to him and is looking for someone who can mirror his unmatched loyalty and dedication.
Located in Melville, New York we are seeking candidates who possess the following: