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Mapstone Veritas Financial Group · 1 week ago

Client Services Associate

Rochester, NY

Full-time

Onsite

Senior Level

5+ years exp

Mapstone Veritas Financial Group is a leading financial services firm dedicated to providing exceptional service and personalized financial solutions. They are seeking a motivated and detail-oriented Client Service Associate to support their financial advisory team, ensuring clients receive the highest level of service and support.

Asset ManagementFinancial ServicesWealth Management

Hiring Manager

Matthew Keenan, CFP®

Responsibilities

Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly

Assist in the preparation and follow-up of client meetings, including the preparation of necessary documents and reports

Maintain and update client records in our CRM system

Coordinate and schedule appointments, meetings, and events for the financial advisor

Assist with the preparation of client communications and presentations

Process account applications, transfers, and other client-related paperwork

Ensure compliance with regulatory requirements and company policies

Collaborate with other team members to streamline processes and improve efficiency

Qualification

Client service experienceMicrosoft Office SuiteSalesforce CRMOrganizational skillsCommunication skillsMultitasking abilitiesInterpersonal skillsTeamworkIndependent work