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Client Service Associate

Company: Aspire Advisors, LLC
Location: White Plains
Posted on: October 22, 2019

Job Description:

We are looking for--highly motivated individual to join our Wealth Management customer service and support team. Responsiblilties include...Providing customer service and account support--to clients via phoneInvestment Performance Reporting for Individual High Net Worth clientsNew Account Setup / Distribution and Transfer ProcessingClient Billing ProcessingMaintaining Client RecordsData Reconciliation with CustodiansPreparing written communication to clientsWe are looking for an individual with a minimum of 2 years of experience working for financial services company such as an RIA, Broker/Dealer, Bank or Insurance company

Keywords: Aspire Advisors, LLC, New York , Client Service Associate, Other , White Plains, New York

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