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Client Service Associate — Elevate Financial Experience

Job in City of Poughkeepsie, Poughkeepsie, Dutchess County, New York, 12601, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-02-08
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Associate — Elevate the Financial Experience
Location: City of Poughkeepsie

A financial services firm, located in the City of Poughkeepsie, is seeking a Registered Client Service Associate (RCSA) to modernize the client experience through exceptional service. The role involves cultivating client relationships, onboarding accounts, and collaborating with Financial Advisors. Candidates should hold the necessary licenses, have at least two years of industry experience, and demonstrate strong interpersonal and organizational skills.

This position offers a dynamic work environment with growth opportunities.
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Position Requirements
10+ Years work experience
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