Client Relationship Administrator| Plattsburgh, NY

Client Relationship Administrator| Plattsburgh, NY

ETS is looking for a Client Relationship Administrator to join our client's team.

Primary responsibilities as a Client Relationship Administrator:

• Act as a liaison between clients and advisors to ensure exceptional service
• Provide research support on client portfolios, investment options, and market trends
• Support clients by preparing presentations, paperwork, and compliance materials
• Coordinate communication between clients and multiple advisors, ensuring follow-up and next steps
• Assist with research, client meetings, trade execution, and portfolio review processes

Your skills and experience:

• Strong Microsoft Office skills and ability to learn financial software
• Professional experience working directly with clients in a service-focused environment
• Excellent oral/written communication and interpersonal skills
• Ability to manage multiple priorities with accuracy and attention to detail
• Strong problem-solving, research, and organizational abilities

For immediate consideration for the Client Relationship Administrator role, contact Kasie Bartley at ETS today.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.