Financial Services Associate

Summary: Sage Rutty & Company is Rochester’s oldest locally owned financial services firm, dedicated to helping individuals and families manage and preserve wealth. They are seeking a Financial Services Associate to support an established advisor practice, focusing on operational and client service aspects to ensure a seamless experience for clients. Responsibilities: - Provide day-to-day client service support, including handling inquiries and requests in a timely and professional manner - Assist with account opening, maintenance, and documentation processing - Support advisors with meeting preparation, follow-up, and client communications - Coordinate and manage operational workflows to ensure accuracy and efficiency - Maintain accurate client records within CRM systems - Ensure adherence to firm policies, procedures, and regulatory requirements - Collaborate with internal departments including Operations and Compliance Required Qualifications: - Strong written and verbal communication skills - Exceptional organizational and time management abilities - High attention to detail and ability to prioritize in a fast-paced environment - Professional, team-oriented mindset with a client-first approach Preferred Qualifications: - Previous experience in financial services or a related field is a plus, but not required - Series 7 and Series 66 licenses, or willingness to obtain within 18 months of hire Required Skills: Financial services, CRM systems, Series 7 license, Series 66 license, Client-first mindset, Team-oriented mindset Benefits: Competitive compensation and benefits package, Opportunities for professional growth and development, Supportive, team-driven culture, The ability to build a meaningful career in financial services