Client Service Administrator

Job Description

CLIENT SERVICE ADMINISTRATOR

Location: Poughkeepsie, NY

Compensation: $70,000 - $90,000 (based on experience)

Status: Full-time, In Office

We are a comprehensive financial planning practice based in Poughkeepsie, NY. We consider it a privilege to guide our clients through every phase of life with sound financial planning tailored around their unique goals and needs. As a family firm that is woman-led and with over 39 years in continuous operation, we have deep roots in the community and continue to grow with it. We believe in building relationships that span generations, and are honored to strengthen our clients' financial legacies.

We are excited to announce that we are hiring for a Client Service Administrator to join our ensemble. As a Client Service Administrator , you will work with both our front desk and operations staff to ensure world class service and planning. Some of your tasks will include managing client requests, processing forms, liaising with third-party investment managers, new client onboarding and