Client Service Associate position.
The Pitti Group Wealth Management is a boutique financial services firm located in Victor, NY.
The firm offers a wide range of capabilities and resources to help clients, including corporations, retirees, nonprofits, high-net-worth individuals, and professionals, pursue their financial goals.
With a focus on investment planning and management, the firm's advisors specialize in various areas such as retirement plans, risk management, estate planning, education planning, tax management, employee benefits, and asset management.
The Pitti Group serves clients in the Rochester area and nationally.
*Role Description*
This is a full-time role for a Client Service Associate/Administrative Assistant at The Pitti Group Wealth Management located in Victor, NY.
As a Client Service Associate/Administrative Assistant, your day-to-day tasks will include providing client services and support, communicating with clients, assisting with administrative tasks, and supporting the team.
This role is an on-site position.
*Qualifications*
* Client Services and Customer Support skills
* Excellent communication and interpersonal skills
* Customer service experience
* Knowledge of finance and investment concepts
* Strong attention to detail and organizational skills
* Ability to multitask and prioritize tasks effectively
* Proficiency in Microsoft Office Suite
* Experience in the financial services industry is a plus
* Bachelor's degree in Finance, Business, or related field
Job Type: Full-time
Pay: $20.
00 - $28.
00 per hour
Expected hours: 40 per week
Benefits:
* 401(k)
* Health insurance
* Paid time off
Compensation package:
* Bonus opportunities
* Performance bonus
* Profit sharing
Ability to Relocate:
* Victor, NY 14564: Relocate before starting work (Required)
Work Location: In person
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