Client Service Associate – Kings Park, NY

Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-m…