Client Service Associate
Vision Financial Planning & Asset Management LLC
New York, NY, USA
11/22/2025
Finance
Full Time
Client Service Associate, New York, NY - Compile & update docs & contracts. Prep presentation materials & gather meeting notes to input them in client files. Schedule advisor-client meetings. Create/maintain client portfolios. Manage advisors' social media accounts. Troubleshoot complaints & suggest company prdcts or srvcs. 1yr. Exp. Req. Sal: $61,526/yr., Bachelor's - Business Management or Finance. Mail or email res to: Arthur Dolega - CFP, Vision Financial Planning & Asset Management LLC, 200 Vesey Street, 24th Floor, New York, NY 10281 or coin521@protonmail.com.
Required skills
- Customer Service
- Organize and Coordinate Meetings
- Portfolio Management
- Business Management
- Financial Planning