Career Opportunities

Client Service Specialist

Be part of an exciting team!  If you’d like to work for a highly motivated Financial Advisory firm who has the greatest clients in the world and wants another team member who will love taking care of those clients, send us your resume!  We are looking for a highly motivated self-starter to join our rapidly growing practice.  If you like to be appreciated as well as rewarded we want to hear from you.


Duties and Responsibilities (include but are not limited to):

  • Working alongside two Financial Advisors and staff as a key team member

  • Work with the execution of trading and service on client brokerage and investment accounts

  • Assist with account opening, paperwork and follow-up

  • Maintaining client contact databases

  • Client interaction including inbound phone calls and scheduling client appointments and maintaining calendars

  • Managing the Marketing Calendar and implementing new projects.

  • Support business development and marketing efforts including client appreciation events

  • Assist with design of client marketing pieces and Web-site maintenance



  • Series 7 Registered Preferred or Willing to obtain

  • Bachelor or Associate degree preferred

  • 1+ years’ experience in banking or investment industry preferred

  • Excellent communication skills with particular attention to detail; ability to multitask

  • Proficient in computer skills including Word, Publisher, Power Point, Excel, Outlook

  • Positive attitude & professional appearance and demeanor

Email cover letter and resume to