Client Service Associate (Part-time)

Job Description

Description:

Job Title: Part-Time Client Services Associate

About Us:

Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members.

Job Brief:

We are seeking a detail-oriented and professional Administrative Assistant with experience in the financial industry to join our team. This individual will provide high-level administrative and operational support to financial advisors. The ideal candidate will have a background in financial services, strong organizational skills, and the ability to handle high volume and sensitive information with discretion.

Responsibilities:

Administrative Support

• Manage calendars, schedule client appointments, and coordinate internal meetings
• Answer and direct incoming calls and emails; act as a liaison between clients and advisors
• Prepare and process