Kforce Client Service Associate in New York, New York

Kforce's Financial Services Client in Midtown NYC is looking for Client Service Associate to join their team. The team needs someone as soon as possible!Summary:This established team provides financial services primarily to high net worth individuals and families, including financial planning, investment strategy and implementation. The group is currently looking for a full-time individual to assist with various administrative and operational functions.Essential Functions:

  • Be the first point of contact for clients and visitors in the office and by phone

  • Assist the team with all non-sales related functions (clerical/administrative work)

  • Prepare meeting documents and other materials

  • Schedule meetings for team

  • Utilize group's various applications (Outlook, Fidelity, Salesforce, etc) to obtain account information and execute service requests

  • Respond to questions regarding accounts, policies and procedures

  • Review daily activity and reconcile current client activity, fund transfers and previous day's activity to ensure accuracy

  • Process client requests (wires, checks, journals, etc)

  • Process new accounts, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved

  • Assist with establishing online access for statements, confirms, proxy materials and other services

  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm

  • Prepare client correspondence, obtain necessary management approvals and transmit

  • Other responsibilities as may be assigned

  • BA/BS degree preferred in Business/Marketing/Communications or related field

  • Minimum 2 years of experience

  • Strong Microsoft Office competency; Salesforce experience a plus

  • Excellent customer facing skills

  • Strong written and verbal communication skills

  • The ability to accomplish a variety of tasks in an efficient, organized manner

  • Strong follow up skills

  • Expected to keep team on schedule

  • Shows strong aptitude to anticipate client requests

  • This person needs to have a Series 7/66 license

  • Salesforce experience is a plus

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.Compensation Type:Years