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,
http://www.brightonsecurities.com.COMMITTED 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 business.by Jobble
Keywords: Brighton Securities, Rochester , Client Service Associate, Other , Batavia, New York
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