Client Services Assistant
Champlain Capital Planning - Clifton Park, NY

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Part Time Office Client Services Assistant:

Established, independent financial advisory firm is seeking an experienced and organized client services assistant.

The client services assistant will follow a detailed service model to address client needs and assist in building relationships.

Candidate must be personable, have a willingness to take on new tasks and have great attention to detail.

Hours Approx: 10-15 per week with scheduling flexibility- This is a part time job
Starting Compensation: $12/hr
Position located in Clifton Park/Halfmoon NY

Administrative Needs:
*Filing and paperwork
*Phone receptionist
*Meeting and review preparation
*Document processes vital to the practice

Ongoing Service Needs:
*Scheduling and executing ongoing basic client service calls
*Coordinating and facilitating periodic local client appreciation events
*Managing Advisor’s meeting calendar

No cold calling or solicitation required. Training on all activities above will be provided to the right individual. Experience and an understanding of Microsoft Office (Outlook, Word & Excel) a must; Working knowledge and experience with ACT! CRM software a plus.
Please reply to this posting with your resume if you are qualified and interested. Qualified candidates will undergo thorough background checks.


Indeed - 12 months ago - save job - block
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