Client Service Associate – Entry Level Job Vacancy in Francis Financial, Inc. New York, NY 10006 – Latest Jobs in New York, NY 10006

Are you looking for a New Job or Looking for better opportunities?
We got a New Job Opening for

Full Details :
Company Name : Francis Financial, Inc.
Location : New York, NY 10006
Position : Client Service Associate – Entry Level

Job Description : Client Service Associate – Remote flexibilityFrancis Financial is looking for a Client Service Associate to join our growing team. You will help run the firm’s operations by leveraging technology, internal resources, and custodial relationships. This role demands significant attention to detail when creating, streamlining, and managing operational processes.You will:Prepare required paperwork and facilitate client account openings, updates and changes.Help with the preparation of reports and other materials for client meetings.Assist with clients’ quarterly tax payments and annual IRA contributions/RMDs.Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.Assist with scheduling client meetings, onboarding new clients, and maintaining client information in all existing systems (CRM).Research and resolve overdrafts and account reconciliation errors.Help create and document operations manuals.Support administrative tasks related to business development, HR, bookkeeping, technology maintenance, and compliance.Be responsible for completing the following:Accurate and timely processing of account paperwork including set-up, cashiering, distributions, and transfersCreating and proofing performance reports for on-platform and off-platform accountsDaily brokerage operational tasks/workflows including trading, rebalancing, and processing feesPreparing notes for client meetings and monthly client tasksFinancial plan data entry including assets, income, and expensesSkills and requirements:Bachelor’s Degree0 – 4 years of experience in client service and operations. Within the financial services industry a plus.Strong verbal, written, and interpersonal communication skillsDetail-oriented, organized, responsible and client-centric mindsetAbility to multi-task in a fast-paced environment with tight deadlinesImpeccable ethics and integrityExcellent written and verbal communications skillsPassionate about helping others and love working with a teamHigh regard for Francis Financials’ core values: Passion for excellence; Integrity; Compassion; Communication; Supportive attentionAbout the company: Francis Financial is an independent, fee-only, boutique wealth management, financial planning and divorce financial planning firm based in New York City, dedicated to providing ongoing comprehensive advice for women. Our firm has a fun and fast-paced environment. The firm has 100% female ownership, and a deep commitment to each team member’s goals and career dreams. We have a fully developed career path for all client service professionals in the firm.Added Benefits Include: Insurance – Medical Plan, Dental, Vision, Life and AD&D, Long-Term Disability, Short-Term Disability, Flex Spending Account.Retirement – Generous Profit-Sharing Plan, Traditional and Roth 401(k), Defined Benefit PlanEducation – Tuition reimbursement for all Financial Planning Programs and Designations including Exam Fees.Equipment – Generous cell phone, cell phone service costs and laptop stipend. At-home set-up provided by Francis Financial as well as in-office technology equipment suite.Extra Perks – Monthly education programs, virtual team retreats and happy hours as well as personal training sessions for the team twice a month. Generous vacation, parental leave and sabbaticals for long-term employees.Giving to Charity – Several team members also give back to charity helping women in need through the non-profit called Savvy Ladies, which the firm owner founded two decades ago.Remote Work Environment – The team gathers two times a month in the physical office in downtown New York City. Therefore, the candidate should live within a few hours of New York City. Summer months are fully remote so candidates can spend time with their families and loved ones anywhere in the world.Compensation: We offer a competitive salary with bonuses and benefits.Starting Date: We are looking for a hire starting as soon as possible.For more information about Francis Financial, Inc. please see our website www.francisfinancial.comJob Type: Full-timePay: $29,202.00 – $76,019.00 per yearBenefits:401(k)Dental insuranceFlexible scheduleFlexible spending accountHealth insuranceLife insurancePaid time offParental leaveVision insuranceSchedule:Monday to FridaySupplemental Pay:Bonus payCOVID-19 considerations:Currently, this role primarily works remotely. Our remote program includes coming into the office 1-2 days a month. Ideally, you must be within a 2 hour commute of New York City.Education:Bachelor’s (Preferred)Experience:Microsoft Office: 1 year (Preferred)Client Service: 1 year (Preferred)Work Location: One location

This post is listed Under New York jobs

Disclaimer : Localpublic.in works to publish latest job info only and is no where responsible for any errors. Users must Research on their own before joining any company