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Client Service Associate
Location
New Jersey
Posted
94 days ago
Salary
$65K - $80K / year
Seniority
Mid Level
Job Description
Client Service Associate
Windward Recruiting
• 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
Job Requirements
- 2 years of financial services experience and prior remote working experience
- Adept and skilled with technology, 3rd 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 internal strategic planning meetings, or semi annual at minimum
- 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
Benefits
- 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
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