- Hamden, Connecticut, United States
- On-site
- Full-time · Senior
- $29–$37 per hour
- 10+ years
With minimal supervision, the Senior Financial Client Associate assists the Financial Advisor(s) by providing a wide variety of client-related activities, including account opening, maintenance, research, client notes, greeting visitors, responding to phone and email inquiries, coordinating appointments, implementing marketing and business plans, and filing and record keeping in accordance with Compliance regulations.
Compensation
Between $29.23 to $36.54 per hour.
Responsibilities
- Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution.
- Assists Financial Advisor(s) with opening new accounts and sending required account and transaction documents to clients.
- Researches and resolves account problems, missing documents, etc., identifying errors and initiating corrective measures.
- Creates, prepares and reviews daily client reports and presentations for client meetings and/or for Financial Advisor(s).
- Maintains client notes and follows up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings.
Requirements
- Bachelor’s Degree