Service Support Associate

New York, NY

Our client is a well-known financial services company that advises families and businesses in financial security. With over $1 billion in revenues, the dynamic company is known for their expertise in wealth management and investment services.




  • Perform administrative and clerical duties for Account Executives.
  • Manage inventory and office supplies.
  • Process client service requests in accordance with insurance companies.
  • Assist in renewal applications and processing.
  • Request loss runs from carriers.
  • Issue renewal binders and invoices.
  • Follow up with clients for missing information.
  • Keep account expiration database up to standards.
  • Complete regulatory filings.
  • Assist in training other employees at management’s request.
  • Maintain good working relationships within department.
  • Provide phone assistance for department and company.
  • Perform other ad hoc duties.





  • Bachelor’s degree preferred
  • 1-2 years of experience
  • Financial services or wealth advisory exposure heavily preferred
  • Strong attention to detail
  • Outgoing personality



Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.



Date Posted 8/3/2018
Salary $45,000-$50,000 + Bonus

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