Client Associate

Are you ready to invest in your career development? Charney Investment Group (CIG) is seeking an assistant to our Senior Client Associate. The ideal candidate will be highly organized and detail-oriented. The ideal candidate will be highly organized with an attention to detail, willing and able to take direction from other team members, and be proactive in anticipating the needs of team members and clients.

At CIG, we seek to cultivate an inclusive and communicative work environment. As someone who will be working closely with clients, you must have strong interpersonal skills and a high level of social intelligence.

Your day-to-day activities will support our operations team. Please read on to learn more.

You will:

• Follow employment policies and standards of conduct as outlined in the Employee Manual and/or your individual employment contract;
• Learn and navigate industry-specific digital platforms, such as COREngine (Salesforce) and Smartstation;
• Organize and maintain electronic and paper files;
• Execute service requests and tasks as assigned to you by our Financial Advisors or Operations Team;
• Support Financial Advisors in meeting preparation;
• Communicate clearly and warmly with clients as you cultivate working relationships with them;
• Provide backup to the Executive Assistant by answering the phone and handling mail distribution;
• Perform administrative duties as needed.

Your Qualifications Include:

• High School (or higher) Graduate;
• Knowledge of Microsoft Office Suite including Word, Excel, and PowerPoint;
• Comfortable interacting with clients and other industry professionals;
• Good written and verbal communicator;
• Proficient at reading and organizing data;
• Motivated to support a team of hard-working, innovative individuals.