Client Service Associate/Administrator
Pay: $21–$24/hour, depending on location
Location: New York City or Melville, NY
Employment Type: Full-time, on-site

Job Summary

• Provide administrative and client support in a wealth management office
• Support wealth managers day-to-day, and may sit at the front desk (not a receptionist role) greeting clients
• Great training provided, with the opportunity to learn the business from the ground up
• A strong fit for someone detail-oriented who wants to work in a fast-paced financial services company that takes care of its employees
• Paid overtime and a competitive benefits package
• Opportunity for bonuses throughout the year, based on performance

• Qualifications

• Organized, detail-oriented, well-spoken, professional, and hardworking
• Comfortable and accurate working with numbers
• Administrative skills, including email correspondence, MS Office, and accuracy with important documents
• Solid experience with MS Excel and PDFs, and the ability to learn financial software
• Bachelor's degree a plus, but not required
• Financial or investment licenses a plus; financial services industry experience a plus
• Openness to pursuing financial licenses down the road, though not required now
• Solid, stable job history is a must — this is a junior-level position
• Willing to work on-site in the office daily
   

To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-me
 
redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.