Financial Services Coordinator
2 weeks ago
Fusco Personnel Inc. is seeking a skilled Client Wealth Coordinator to join a growing Wealth Management Firm in the Capital District area.
Key Responsibilities:
- Provide exceptional client service and support to financial advisors and clients
- Manage client data and records with high accuracy and attention to detail
- Assist with financial planning and analysis, including data entry and reporting
- Develop and maintain strong relationships with clients and internal stakeholders
- Stay up-to-date with industry trends and best practices
Requirements:
- 2-5 years of experience in the financial services industry
- Excellent written and verbal communication skills
- Strong analytical and problem-solving skills
- Proficient in Microsoft Office and financial software applications
- Experience with Orion, Salesforce, and other financial systems a plus
What We Offer:
- A competitive salary range of $52-60k based on experience
- A dynamic and supportive work environment
- Opportunities for professional growth and development
About Us:
Fusco Personnel Inc. is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer. We take pride in matching talent and culture for our valued clients and are committed to excellence in all aspects of our business.
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