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Client Service Associate

Company: Brighton Securities
Location: Batavia
Posted on: January 27, 2023

Job Description:

Job DescriptionAt Brighton Securities, were proud of our client-centric atmosphere and as a Client Service Associate (CSA), you can make an immediate, positive impact on our client experience. The CSA serves as a point of contact within the Client Service Operations Team, providing administrative support to our Financial Advisors. Your support of an assigned Financial Advisor(s) includes administrative requests (originating from client and advisor), providing the highest level of service to our clients via proactive communication and inquiry resolution, and working collaboratively with members of the Brighton Securities team and appropriate vendors and business partners.Interested? Heres how youll succeed:

  • Managegeneral reception duties including answering and directing phone calls, taking messages, and maintaining calendars and appointments.
  • Maintain knowledge of firm best practices, required forms and supporting documents for client/advisor support, and general compliance regulations.
  • Enhance client relationships through effective communication, timely resolution of inquiries, and ensuring key client information and documentation is up to date.
  • Process and follow-up on client and advisor requests on trading and services platform - often acting as back-up to Financial Advisor to open accounts as needed.
  • Complete general administrative tasks including but not limited to preparing, scanning, and attaching documents to the server, providing information to the Brighton Securities Tax Department for completion of returns and fee collection, and preparation of client forms and correspondence as needed.
  • Anticipate and respond to problems proactively, efficiently, and flexibly.
  • Identify/develop procedural improvements with an eye to efficiency, technology, and client service.
  • Take on ad hoc projects as appropriateHeres what you can expect:
    • Base pay + bonus potential
    • Competitive benefits package including medical, dental, and life insurance options
    • 401(k) match and profit-sharing
    • Support of your professional growth & development. Were happy to support licensing options, continuing education and additional training opportunities based on your career goals
    • 100+ years of combined Client Service experience to provide training & guidanceQualifications:
      • Associates degree required
      • 3+ years experience in financial services industry or related field
      • Series 7 and 66 licenses not required, but are preferred
      • Excellent written and verbal communication
      • Highly proficient with MS Office products and office technology (scanners, printers, multi-line phones)
      • Ability to organize and prioritize work within a structured, process-oriented environmentAre you ready to trade your job for a rewarding career? Apply today!Company DescriptionFounded in 1969, Brighton Securities is an independent, employee-owned financial services firm headquartered in Rochester, NY with branch offices throughout Upstate NY, Florida, Ohio, North Carolina, and New Mexico. We use a client-focused approach to delivering wealth management and financial services that include: Financial Planning, Saving Strategies, Insurance Solutions, Estate Planning, Tax Planning & Preparation, Corporate Services and Modeled Investment Portfolios powered by Brighton Securities Capital Management.Why work with us? We are consistently recognized for being a top 100 company AND a top workplace in Rochester! For more information, TO EQUAL OPPORTUNITYBrighton Securities believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our Jobble

Keywords: Brighton Securities, Rochester , Client Service Associate, Other , Batavia, New York

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