03 Jul
Client Service Associate / Practice Operations Manager (Saratoga Springs)
New York, Albany

Financial planner and investment advisor seeks qualified person for administrative support and customer service to a growing client base.

Candidate needs to have excellent interpersonal, organizational and time management skills and be capable of building strong client relationships.

MS Word, Excel, Outlook and CRM experience required. Securities or financial services industry knowledge helpful.

Part time position with possible transition to full time.

Interested candidates should submit a cover letter and resume in MS Word or pdf format.


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