Job Details

Client Associate

Company Apply Now

Fusco Personnel Inc.

Published

2018-11-29

Closes

 

Location

Albany, New York, United States

Category

Administrative, Banking and Finance, Clerical, Entry level

Type

Full-time

Description

Fusco Personnel is currently recruiting for a Client Associate located in the Capital Region. This is a full-time, direct hire position with a well-established financial services firm that specializes in; Wealth and Asset Management!

Duties and responsibilities include but are not limited to:

  • Answering calls and fielding requests from clients
  • Assisting Financial Advisors
  • Preparing correspondence
  • General administrative and clerical duties

Requirements:

  • 1-2+ years of office experience
  • Finance, Banking, Insurance experience is a plus!
  • Ability to maintain a pleasant phone demeanor while handling escalated calls
  • Proficiency in MS Office Word and Excel with knowledge of basic formulas
  • Excellent communication skills

Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients.  We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff.

Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts.

Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer