[Fredslist] Positions available Client Services

[christine.finocchio at ubs.com]

Hello Gotham,

My Team is looking to hire one part time and one full time Client
Associates.

Key Responsibilities:
Answer Phones.
Input orders and data with appropriate system and planning tools and
complete appropriate documentation.
Assist with the preparation and delivery of reports and other materials
for clients meetings.
Ensure appropriate documentation is collated for new accounts and
service requests

Key Deliverables:

Leverage communications channels to enhance relationships with clients.
Maintain management systems with up to date client information.
Organize logistics for team marketing events and maintain marketing
relationships.
Provide team with calendar detailing daily, weekly and monthly
activities.
Identify service opportunities with clients.

Please reach out to me only, if you know someone who would be interested
or forwarded me their resume.

Christine Finocchio


Crystal Consulting Group

Charles Crystal, CFP
Senior Vice President - Investments
516-745-8812

Christine Finocchio
Financial Advisor
516-745-8814

333 Earle Ovington Blvd., Ste 600
Uniondale, NY  11553-9323
Fax 516-222-8110
Toll Free: 800-333-7707 ext 8812 <tel:800-333-7707%20%20ext%208812> 
charles.crystal at ubs.com
christine.finocchio at ubs.com

Please visit our website at
http://financialservicesinc.ubs.com/wealth/E-maildisclaimer.html
for important disclosures and information about our e-mail policies. For
your protection, please do not transmit orders or instructions by e-mail
or include account numbers, Social Security numbers, credit card
numbers, passwords, or other personal information.

 

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Please visit our website at 
http://financialservicesinc.ubs.com/wealth/E-maildisclaimer.html 
for important disclosures and information about our e-mail 
policies. For your protection, please do not transmit orders 
or instructions by e-mail or include account numbers, Social 
Security numbers, credit card numbers, passwords, or other 
personal information.