Our partner, High Probability Advisors, has a tremendous opportunity as a Financial Client Service Administrator to play a key role by representing the firm in a professional manner to be committed to the success of the business. A qualified candidate will be forward thinking, progressive, respectful, strive for excellence, possess integrity, honesty and support our innovative and entrepreneurial spirit.
High Probability Advisors provides investment solutions to a wide variety of clients who need effective, efficient stewardship of their long-term assets. Our typical clients are high net worth individuals, multi-generational families, not-for-profit endowments/foundations, businesses and retirement plans. We employ proven strategies embracing the tenets of academic research in finance solutions to a wide variety of clients and behavior so experience in the finance sector is a must! Risk management is integrated throughout our efforts.
The main focus for this position is to assist in all aspects of client service to include but not limited to answering client inquiries, setting up meetings between clients and advisors and contacting clients and the custodians of the client’s assets with information regarding their accounts or investments. You may also be involved in updating, maintaining or accessing client accounts, transactions and/or documents. You will be responsible for ensuring that all necessary paperwork has been received by the client, reviewing it to ensure accuracy and completion filed properly. A Client Service Administrator should be detailed and service-oriented.
Please apply online today!
We are an equal opportunity employer.