Client Service Associate

Hackensack, NJ - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

We are a Hackensack NJ boutique financial planning and wealth management firm built around the deep relationships we have with our nearly 200 clients. Our mission is to advance our clients interests through a diligent and proactive planning process and intentional client experience. We believe we are masters of our craft and are always looking to increase and diversify our knowledge. Our clients know us best because of the support we give them when something happens in their life; changing jobs buying a car or if something happens to their loved ones. Our team has been together for years and we function as one unit fully supporting each other and our clients cohesively. We believe our internal dynamic is the secret sauce because its seamless for addition to our collaborative environment we support professional development innovation and a shared sense of purpose.

Were looking for a proactive and detail-oriented Client Service Associate who enjoys supporting others and keeping things moving behind the scenes. This role is designed to help ease the client service and administrative workload across the team and plays a critical part in ensuring clients have a smooth and seamless experience. You will coordinate with custodians and insurance partners manage account updates and paperwork help keep client records organized and up to date and assist with processing client requests. This position is ideal for someone who thrives in a collaborative office environment takes pride in organization and follow-through and enjoys being the steady reliable force that keeps the team running efficiently.

Responsibilities & Activities

Open and set up a variety of new client accounts including investment education savings retirement charitable and cash management accounts
Prepare submit and track applications with custodians and insurance partners
Process account transfers and ensure all paperwork is submitted accurately and on time
Maintain and update client information including address changes and account preferences
Monitor account alerts and resolve issues when paperwork or requests need correction
Handle client fund transfers including wires ACHs checks and internal transfers
Assist with required retirement distributions and track completion
Help manage and maintain lines of credit tied to investment accounts
Coordinate with the investment operations team on cash needs urgent requests or account discrepancies
Process charitable contributions and track related activity
Enter client financial and estate planning information into planning software
Follow up on outstanding paperwork and resolve issues on incomplete items
Support the team with light calendar management occasional client communication by phone and email and coordination of client events
Assist with other general office client service and administrative needs as needed

Knowledge Skills & Abilities

High School Diploma or GED required; Bachelors degree in business administration finance or a related field preferred
2-3 years of proven experience in a professional office or administrative setting required
Experience in financial services is strongly preferred but not required
Excellent organizational and time management skills and strong documentation habits
Exceptional written and verbal communication skills
Strong technology and CRM skills required as well as proficiency in Microsoft Office Suite (Word Excel Outlook PowerPoint)
Industry specific software experience including Schwab Wealthbox and Morningstar preferred
High level of professionalism and confidentiality with a strong attention to detail
Highly organized and adaptable with the ability to multitask and shift between responsibilities throughout the day
Superior phone skills; friendly and helpful in all interactions on the phone
Ability to prioritize and solve problems while maintaining composure and focus

Required Experience:

Responsibilities & Activities

Open and set up a variety of new client accounts including investment education savings retirement charitable and cash management accounts
Prepare submit and track applications with custodians and insurance partners
Process account transfers and ensure all paperwork is submitted accurately and on time
Maintain and update client information including address changes and account preferences
Monitor account alerts and resolve issues when paperwork or requests need correction
Handle client fund transfers including wires ACHs checks and internal transfers
Assist with required retirement distributions and track completion
Help manage and maintain lines of credit tied to investment accounts
Coordinate with the investment operations team on cash needs urgent requests or account discrepancies
Process charitable contributions and track related activity
Enter client financial and estate planning information into planning software
Follow up on outstanding paperwork and resolve issues on incomplete items
Support the team with light calendar management occasional client communication by phone and email and coordination of client events
Assist with other general office client service and administrative needs as needed

Knowledge Skills & Abilities

High School Diploma or GED required; Bachelors degree in business administration finance or a related field preferred
2-3 years of proven experience in a professional office or administrative setting required
Experience in financial services is strongly preferred but not required
Excellent organizational and time management skills and strong documentation habits
Exceptional written and verbal communication skills
Strong technology and CRM skills required as well as proficiency in Microsoft Office Suite (Word Excel Outlook PowerPoint)
Industry specific software experience including Schwab Wealthbox and Morningstar preferred
High level of professionalism and confidentiality with a strong attention to detail
Highly organized and adaptable with the ability to multitask and shift between responsibilities throughout the day
Superior phone skills; friendly and helpful in all interactions on the phone
Ability to prioritize and solve problems while maintaining composure and focus