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Client Service Associate
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$75,000 a year
Full-time
- Cobblestone Capital Advisors, LLC is a privately owned, Rochester‐based, SEC registered, investment advisor offering comprehensive investment advisory and wealth management services.
- A Client Service Associate (CSA) will work closely with relationship managers, portfolio managers, wealth planners, private investments team members, and the back-office operations team to ensure high-quality service for Cobblestone’s clients.
- Responsible for accurately handling all aspects of the client account opening process - custodial paperwork, portfolio accounting and CRM system set up, asset transfers, and client communication.
- Monitor and research all money movement activity in and out of client accounts on a daily basis.
- Handle routine client requests for distributions, name and address changes, gift processing, bill payments, account information, etc.
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