Full Time - Client Services Rep
ETS Staffing
Client Relationship Administrator | Plattsburgh, NY
In-Person, $19-$21/Hour, Day Shift, Monday-Friday, Full-Time, Excellent Benefits
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
Strong Microsoft Office skills and ability to learn financial software
Professional experience working directly with clients in a service-focused environment
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.
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Vacancy posted 4 days ago
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