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Client Service Associate

Location : New York, NY
Job Type : Direct
Hours : Full Time
Required Years of Experience : 0-3 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :

Family Office, 100+ year History


Interested? Click here for more information!


Required Qualifications :
BA/BS from an accredited university; completion of a CFP® Board registered financial planning program preferred. Achievement towards a Financial Paraplanner Qualified ProfessionalTM designation (FPQPTM) or CFP® designation is preferred. Ability to work efficiently, independently, and accurately. Strong technology skills, including proficiency in Microsoft’s Office Suite and Adobe Acrobat. Previous experience with Constant Contact, SharePoint, Goldmine, Charlotte, and Performance Reporting applications a plus.
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