Skip to main content
Tallo logoTallo logo

Client Service Specialist

Job

Joseph P Lucia & Associates, LLC - Financial Advisory Firm

Yorktown Heights, NY (In Person)

$40,000 Salary, Full-Time

Posted 5 weeks ago (Updated 4 weeks ago) • Actively hiring

Expires 5/28/2026

Apply for this opportunity

This job application is on an outside website. Be sure to review the job posting there to verify it's the same.

Review key factors to help you decide if the role fits your goals.
How is this calculated?
Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
41
out of 100
Average of individual scores

Were these scores useful?

Skill Insights

Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.

Job Description

Financial planning and wealth management firm seeks administrative assistant to manage day to day workflow and office administration. The ideal candidate is polished, has exceptional client service/people skills, is extremely organized, comfortable learning software applications, loves to multi-task, is a team player and demonstrates outstanding attention to detail.
Hours:
Mon-Friday 9:00am-5:00pm Position functions
Calendar Management:
Booking financial planning & investment reviews for clients Confirm & reschedule appointments
Meeting Preparation:
Organize important client information Prepare & maintain checklists for advisors Compile investment & financial planning reports Client Service & Marketing Open accounts, assist clients with online website Establish client relationships and follow-up with customers, as needed. Assist with client events Support with social media Office Administration Handle incoming / outgoing mail Order supplies Greet clients Answer phones
Job Type:
Full-time Pay:
From $40,000.00 per year
Work Location:
In person

Similar jobs in Yorktown Heights, NY

Similar jobs in New York