Client Service Associate
Parsippany, NJ Parsippany, NJ Full-time Full-time $55,000 - $60,000 a year $55,000 - $60,000 a year
Summary:
A successful Financial Advisor is looking to add to the team! The Client Service Associate must be creative and enjoy working within a small, entrepreneurial environment that is sales and results oriented.
The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative and organizational skills.
The Client Service Associate must have previous experience working with a Registered Investment Advisory firm.
Role and
Responsibilities:
Client Service is a priority, previous experience working within an RIA/BD a must Act as the point of contact between the Financial Advisor and internal/external clients Prepare agendas and supporting material for client meetings Ability to multitask and prioritize daily workload Assist with client transaction requests Develop and carry out an efficient documentation and filing system Make travel arrangements, expense entry and management Schedule and coordinate appointments and manage calendars Maintain mailing lists as needed Maintain and update advisor website Process insurance & investment applications and paperwork if applicable Qualifications and Education Requirements:
Proficiency in Microsoft Office products including Outlook Requires a minimum of 5 years' experience Bachelor's degree preferred, but not required Strong written and verbal communication skills and excellent customer service skills FINRA licenses strongly desired Preferred Skills:
Previous Client Service Associate experience required Experience in the financial industry required Salesforce and eMoney knowledge a plus Job Type:
Full-time Pay:
$55,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Vision insurance Schedule:
Monday to Friday Ability to commute/relocate:
Parsippany, NJ 07054:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Summary:
A successful Financial Advisor is looking to add to the team! The Client Service Associate must be creative and enjoy working within a small, entrepreneurial environment that is sales and results oriented.
The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative and organizational skills.
The Client Service Associate must have previous experience working with a Registered Investment Advisory firm.
Role and
Responsibilities:
Client Service is a priority, previous experience working within an RIA/BD a must Act as the point of contact between the Financial Advisor and internal/external clients Prepare agendas and supporting material for client meetings Ability to multitask and prioritize daily workload Assist with client transaction requests Develop and carry out an efficient documentation and filing system Make travel arrangements, expense entry and management Schedule and coordinate appointments and manage calendars Maintain mailing lists as needed Maintain and update advisor website Process insurance & investment applications and paperwork if applicable Qualifications and Education Requirements:
Proficiency in Microsoft Office products including Outlook Requires a minimum of 5 years' experience Bachelor's degree preferred, but not required Strong written and verbal communication skills and excellent customer service skills FINRA licenses strongly desired Preferred Skills:
Previous Client Service Associate experience required Experience in the financial industry required Salesforce and eMoney knowledge a plus Job Type:
Full-time Pay:
$55,000.
00 - $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Vision insurance Schedule:
Monday to Friday Ability to commute/relocate:
Parsippany, NJ 07054:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service:
1 year (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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