Wealth Management Client Service Associate Position Available In Monroe, New York

Wealth Management Client Service Associate RDG & Partners Rochester, NY Job Details Part-time $26 – $30 an hour 1 day ago Qualifications CRM software Administrative experience Financial services Communication skills Entry level

Full Job Description RDG Capital Management Title:

Wealth Management Client Service Associate – Part-Time (with potential for full-time)

Job Summary:

We are seeking a reliable and driven individual who demonstrates strong integrity, a solid work ethic, and a positive attitude. The ideal candidate is organized, detail-oriented, support-driven and capable of working independently while managing multiple tasks efficiently. Strong problem-solving skills, comfort with phone communication, and proficiency with technology. This role requires someone who is adaptable, team-oriented, and committed to delivering excellent client service and meeting client needs in a fast-paced environment.

Key Responsibilities:

Handles client and participant calls with empathy, listens to concerns, and works to resolve issues effectively. Opens new client accounts by completing the required paperwork accurately and efficiently. Prepares and processes client account transactions. Maintains accurate and confidential client records. Generates client reports and schedules client review meetings ensuring timely follow-up. Schedules and coordinate annual employee update meetings. Provides support for registered investment advisor compliance requirements. Supports marketing efforts by assisting with proposals, newsletters and market updates.

Qualifications:

Experience as an administrative assistant in the financial services field (preferred)

Preferred Skills:

Excellent interpersonal and client rapport skills Strong attention to detail Proactive, self-motivated, and eager to learn Ability to work in a fast-paced environment, prioritize tasks and meet deadlines High ethical standards and confidentiality Proficient with CRM systems

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee is frequently required to use hands or fingers and sit. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision and the ability to adjust focus. The noise level in the work environment is usually low to moderate. •RDG Capital Management is an affiliate is of 1RDG. RDG Capital Management utilizes 1RDG for outsourced recruiting services. •