Job Description - Client Service Associate
Our client, a wealth management practice in New Jersey, is hiring a Client Service Associate. You would work with the entire team to coordinate all client service activities, focusing on delivering the ultimate client experience. The position is critical in building long-lasting client relationships, thus ensuring the company's continued profitability through identifying organic growth and referral opportunities. The individual spends most of their time in client-facing activities (via phone) so that the advisors can focus efforts on growing the practice through marketing and sales activities.
Responsibilities
Client Related
- Assist advisor in client meetings
- Assist clients with task completion
- Responsibility for client satisfaction
- Client paperwork
- Account applications
- Transfer forms
- Change of address forms
- Move Money forms
- Rollovers
- Input portfolio sheets to Redtail
- Trading
- Required Minimum Distributions
- Monthly cash disbursements for clients are funded
- Preparation of monthly investment reports
New Business Generation
- Provide excellent client service so clients will refer their peers
Firm Role
- Responsibility for the positive work environment
- Role model for team members
- Cross Train in other areas to assist when needed
- Help database administrator by updating database for changes
- Participate in weekly firm meetings
Qualities Required
- Reliable, follow through work to completion
- Good communicator – the ability to work with clients
- Good communicator – the ability to keep planner informed and up-to-date
- Seeking job stability
- Dedicated and loyal to trusted people
- Exceptional listening skills
- Flexible and accommodating
- Can take direction and execute a plan
- Detail oriented
- Time management ability
- Independent thinker and problem solver
- Ability to prioritize tasks
- The positive attitude around the office
- Passion to help people / empathetic and understanding
- Ability to take direction from multiple planners
- Self-starter
Education and Experience Preferences
- Years in the financial services industry - 5-10
- No licenses are required
- Technology - Microsoft office, CRM System are preferred.
- Knowledge of Schwab platforms
- Undergraduate degree is preferred
Compensation
- Base Pay Range
- Bonus 15% based on firm metrics
- Paid Time Off
- Sick Pay
Benefits
- Flexible Spending Account
- 401(k) Match
- Basic Life Insurance
- Short-Term Disability
- Long-Term Disability
- Dependent Care
- Medical Benefits
- 401(k) / Profit Sharing
