Brighton Securities · 3 hours ago
Client Service Associate
ROCHESTER, Rochester, NY, US
Full-time
Onsite
Entry, Mid Level
$25/hr - $30/hr
2+ years expBrighton Securities is a client-centric company seeking a Client Service Associate (CSA) to enhance the client experience. The CSA will provide administrative support to Financial Advisors, ensuring high levels of service through effective communication and inquiry resolution.
FinanceFinancial Services
Responsibilities
General reception duties including greeting clients as they arrive, answering and directing phone calls, taking messages, and maintaining calendars and appointments
Process and follow-up on client and advisor requests on trading and services platform - often acting as back-up to Financial Advisor to open accounts as needed
Maintain knowledge of firm best practices, required forms and supporting documents for client/advisor support, and general compliance regulations
Enhance client relationships through effective communication, timely resolution of inquiries, and ensuring key client information and documentation is up to date
Complete general administrative tasks including but not limited to preparing, scanning, and attaching documents to the server, providing information to the Brighton Securities Tax Department for completion of returns and fee collection, and preparation of client forms and correspondence as needed
Anticipate and respond to problems proactively, efficiently, and flexibly
Identify/develop procedural improvements with an eye to efficiency, technology, and client service
Take on ad hoc projects as required
Qualification
Required
Associates degree required
2+ years' experience in financial services industry or related field
Excellent written and verbal communication
Highly proficient with MS Office products and office technology (scanners, printers, multi-line phones)
Ability to organize and prioritize work within a structured, process-oriented environment
Preferred
Series 7 and 66 licenses a plus, *not required*
Benefits
Competitive benefits package including medical, dental, HSA with employer match, and life insurance options
401(k) match
Support of your professional growth & development. We’re happy to support licensing options, continuing education and additional training opportunities based on your career goals
Company
Brighton Securities
Brighton Securities is a local, independently-owned financial services firm headquartered in Rochester, N.Y.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Melissa Hawryschuk
Chief Executive Officer, Brighton Securities Holdings, Inc.
Ethan Wade
Partner, Chief Development Officer, Board Member, SVP
Recent News
Rochester Business Journal
2025-11-02
Rochester Business Journal
2025-09-23
Rochester Business Journal
2025-04-02
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