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Client Relations Associate

2 months ago

Buffalo, New York, United States MEMBERS ADVISORY GROUP LLC Full time
Client Relations Associate

MEMBERS ADVISORY GROUP LLC is a reputable Registered Investment Advisory (RIA) firm seeking to enhance our team with the addition of a Client Relations Associate. This position plays a vital role in supporting our clients by managing various tasks and fostering strong relationships.

Key Responsibilities:

  • Oversee incoming and outgoing client communications
  • Facilitate the processing of documentation
  • Address client inquiries and maintain records of interactions
  • Coordinate meetings for financial advisors
  • Administer Required Minimum Distributions

Essential Qualifications:

  • Experience in the financial services sector is preferred
  • Proven ability to build rapport with clients
  • Exceptional multitasking and prioritization abilities
  • Professional demeanor and positive outlook
  • Strong verbal and written communication skills