COMPANY OVERVIEW

Rosner Financial is a financial services firm based in Watertown, New York, helping individuals, families, and business owners plan for their financial futures. We provide personalized financial planning, investment management, retirement plan services, and risk management guidance. Our team values integrity, collaboration, and attentive service, building lasting relationships that help clients navigate life’s changes with confidence.

BENEFITS

This career opportunity is a full-time salaried in-office position (40-hour work week), commensurate with experience.

Benefits package negotiable, offering: 401(k), 401(k) matching, Health, Disability, and Life Insurance.

POSITION SUMMARY

The Client Service Associate position is an exciting opportunity to make an impact by providing world-class service and support in effort to assist clients achieve their financial goals. This candidate will perform administrative and marketing tasks, provide high-level customer service and be responsible for other office support activities. This individual will work directly with the Wealth Advisor, clients of the firm, and other support staff. The work environment is one of a family atmosphere that is fast paced and focused on providing the highest level of service and professionalism.

DUTIES AND RESPONSIBILITIES

• New business processing
• Prep materials for client meetings
• Execute client/advisor service requests and follow up activities
• Ensure all follow-up items are clearly documented and actioned
• Maintain the advisor’s calendar
• Update and maintain client relationship management database
• Interface with existing and new clients
• Field incoming telephone calls and emails

SKILLS, ABILITIES & PERSONAL TRAITS

• Ability to thrive in a fast-paced professional environment
• Tech-savvy
• High degree of honesty and integrity
• Strong work ethic
• Strong organizational, follow through and analytical skills
• Excellent listening and communication skills with high attention to detail
• Ability to develop and maintain professional relationships
• Outgoing, business-like personality
• Ability to be proactive and forward thinking

EDUCATION & EXPERIENCE REQUIREMENTS

• Bachelor’s degree or 5+ years of relevant experience required (financial services experience preferred)
• Special consideration will be given to candidates who have experience with: Microsoft Office Suite, Redtail, Docusign, AI Notetaking, financial planning and reporting software, and eMoney