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Client Service AssociateBrighton Securities • Rochester, New York, United States
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Client Service Associate

Brighton Securities
  • US
    Rochester, New York, United States
  • US
    Rochester, New York, United States
Apply Now

About

At Brighton Securities, we're proud of our client-centric atmosphere and as a Client Service Associate (CSA), you can make an immediate, positive impact on our client experience. The CSA serves as a point of contact within the Client Service Operations Team, providing administrative support to our Financial Advisors. Your support of an assigned Financial Advisor(s) includes administrative requests (originating from client and advisor), providing the highest level of service to our clients via proactive communication and inquiry resolution, and working collaboratively with members of the Brighton Securities team and appropriate vendors and business partners.
Interested? Here's how you'll succeed:
General reception duties including greeting clients as they arrive, answering and directing phone calls, taking messages, and maintaining calendars and appointments.Process and follow-up on client and advisor requests on trading and services platform - often acting as back-up to Financial Advisor to open accounts as needed.Maintain knowledge of firm best practices, required forms and supporting documents for client/advisor support, and general compliance regulations.Enhance client relationships through effective communication, timely resolution of inquiries, and ensuring key client information and documentation is up to date.Complete general administrative tasks including but not limited to preparing, scanning, and attaching documents to the server, providing information to the Brighton Securities Tax Department for completion of returns and fee collection, and preparation of client forms and correspondence as needed.Anticipate and respond to problems proactively, efficiently, and flexibly.Identify/develop procedural improvements with an eye to efficiency, technology, and client service.Take on ad hoc projects as required.
Here's what you can expect:
Base pay + bonus potentialCompetitive benefits package including medical, dental, HSA with employer match, and life insurance options401(k) match Support of your professional growth & development. We're happy to support licensing options, continuing education and additional training opportunities based on your career goals75+ years of combined Client Service experience to provide training & guidance
Qualifications:
Associates degree required2+ years' experience in a client-facing role within the financial services industry or closely related fieldSeries 7 and 66 licenses a plus, not requiredExcellent written and verbal communicationHighly proficient with MS Office products and office technology (scanners, printers, multi-line phones)Ability to organize and prioritize work within a structured, process-oriented environment
Are you ready to trade your job for a rewarding career? Apply today!
Committed to Equal Opportunity
Brighton Securities believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will make reasonable accommodation for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.
  • Rochester, New York, United States

Languages

  • English
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