Client Associate in Williamsville, NY

Ancile Advisors Posted: 2021-02-08

Williamsville, NY 14221

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• Support Relationship Manager with daily operations
• Assist with Client On Boarding process
• Coordinate Client documents and forms, both hard copy and electronic
• Assemble mailing packets as appropriate
• Conduct follow up phone calls with Clients regarding documentation
• Answer office phone, respond appropriately
• Other tasks as may be assigned
• Attention to detail is CRITICAL
• Ability to effectively communicate via all mediums
• Ability to follow detailed processes and instructions
• Ability to quickly learn operating systems
• Ability to quickly learn and use latest office technology
• Competence with Office 365 and Zoom
• High school diploma or GED

Flexible work schedule
Please note: this position will require the successful completion of a background and fingerprint check

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