Client Service Associate

Master Plan Investment Group is a growing financial planning and investment management firm located in Hopewell NJ. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a team that is dedicated to their clients & staff and has created a culture of inclusion and success this may be a good fit for you! Find out more about us at

This position will be permanently remote. We will provide you with equipment to work from home but you will be expected to have a workspace where you can work comfortably full time. This position is open to candidates in Eastern and Central time zones.

Compensation:

• Salary range of $65K-80K commensurate with relevant experience
• Quarterly bonuses up to 10% of salary
• Great Work/Life Balance with a Monday-Friday Schedule
• Health Insurance Stipend
• 401(k) with 3% employer match after 1 year of service
• Generous Professional Development Budget
• Professional Fun Motivating Atmosphere
• Permanently remote position

Responsibilities include:

• Respond to client requests with timeliness and accuracy in mind
• Assist Advisors with client meeting prep and follow-up tasks
• Process account opening applications transfer paperwork money movements and/or other various industry specific administrative tasks
• Update internal portfolio models using MorningStar and broker dealer model management system when quarterly model updates are communicated.
• Calendar Management for Financial Advisor(s) including client appointments
• Prepare materials and support for retirement plan meetings
• We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help this position better and better over time!

Requirements:

• 2 years of financial services experience and prior remote working experience
• Adept and skilled with technology 3^rd party software and the use of Microsoft Office products (Word Power Point Excel Etc.)
• Experience working with financial planning software (i.e. RightCapital IncomeLab) and Morningstar
• Ability to travel to our office in Hopewell NJ for quarterly for quarterly for internal strategic planning meetings or semi annual at minimum

Skills:

• Series 7 and 66 (or 63 & 65)
• Ability to prioritize tasks problem-solve and meet deadlines
• Organization skills & attention to detail
• Ability to anticipate client and advisor needs
• Ability to work independently while prioritizing projects and managing your time
• Ability to learn and implement new technology and software quickly
• Ability to communicate well and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance you will be invited for an interview with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.