Saratoga County Chamber of Commerce
Job Offer #16103

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Job Title.
   Client Service Associate
Short Description of the Job.
   Administrative and Operational Support to Advisors
Complete Description of the Job.
   Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs Onboard new client accounts, which includes the collection of required documentation and client information Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors Proactively participate in firm initiatives directed by local management Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance. Education and/or Experience High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7, 63 and 65 or Series 7 and 66 Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional interpersonal and client service skills Detail orientated with superior organizational skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment
Job Category.
   Administrative and Support Services
Job Level.
   Entry Level
Position Type.
   Full Time
For More Information Contact.
   Joyce M Rice, Group Director
Employer Info.
   Table Rock Group at Morgan Stanley
20 Maple Street
Glens Falls, NY 12801
To E-Mail Application To Employer.

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