Client Services Associate

Our client, a small family-run financial services firm based in Morris County, NJ is looking for their next Client Services Associate to add to their growing team! They are looking for a candidate who is excited at the prospect of contributing to the growth and success of the business.

Salary/Hourly Rate:

$65,000 – $100,000 DOE

Position Overview:

The Client Services Associate develop key objectives and manages all assigned projects/tasks to achieve key objectives in a timely manner. The Client Services Associate handle all requests from clients and business partners pertaining to account administration.

Responsibilities of the Client Services Associate:

• Prepare all account paperwork and check pending account maintenance items
• Maintain current client information in all existing databases (CRM)
• Assist the portfolio management or marketing department as needed
• Organize, scan, and maintain all paper/electronic Client Files
• Continue to develop technical knowledge and expertise
• Continually evaluate day to day activities for process improvement opportunities

Qualifications for the Client Services Associate:

• Series 6 or 7 and Series 63 or 65 (Series 66) highly preferred
• 2+ years of experience within financial services (wealth management specifically)
• Well organized and quick to adapt
• Strong attention to detail
• Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint), DocuSign
• Good and clear communication skills
• Proactive and strong with follow up
• Ability to work onsite 5 days a week

Education Requirements:

• Bachelor’s degree or strong relevant work history is preferred

Benefits:

• Medical Benefits
• 401K with match and competitive profit-sharing contribution
• PTO + holidays