Growing firm in a beautiful office in the Capital Region, is looking for a Client Services Associate to assist with client engagement and day-to-day operations. Our client is looking for an accomplished financial services professional, ideally with their Series 7, to assist with day-to-day client management, financial analytics, and reporting. This is a non-sales role with a competitive salary, well-rounded benefits, and bonus potential. If you are looking to get away from a strictly sales/production environment and grow with a collaborative and supportive team, this could be a great opportunity!
As a Client Services Associate you will:
- Assist in financial planning projects and financial analysis
- Interface with clients over the phone and in person
- Provide comprehensive financial reports, investment assessments and related services to clients of the organization
- Prepare tax projections and asset-allocation, retirement, education-funding, insurance and estate-planning analyses
- Bachelor's degree required in Finance, Economics, or business related field
- 5 years of experience in a financial services/asset management industry
- FINRA Series 7 license preferred, other related licenses may be considered
- Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
- Strong professionalism in one on one, phone and written communications
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
