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World Insurance Associates LLC · 19 hours ago

Senior Client Associate

Ramsey, NJ

Full-time

Onsite

Mid, Senior Level

$75K/yr - $90K/yr

World Insurance Associates LLC is a nationally recognized financial services firm dedicated to providing premier wealth management and retirement plan investment advisory services. The Senior Client Associate supports the office by managing client inquiries, coordinating account operations, and ensuring the delivery of high-quality service to clients.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Leads the preparation of client investment reviews and financial plans, enabling advisors to maintain a high-touch service model while expanding capacity

Oversees daily model trading and rebalancing for all managed portfolios, ensuring accuracy and compliance across mutual fund, ETF, UMA, and Pontera platforms

Manages Addepar and Tamarac systems (performance reporting, client portals, billing) to maintain data integrity

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current

Process account onboarding tasks: client intake forms, custodial applications, money movements, transfers (ACATs), and account maintenance changes

Assist with trading and rebalancing workflows by preparing trade files, confirming allocations, and monitoring settlement activity (as permitted by firm policy)

Produce portfolio reports, RMD reminders, tax document packets, and quarterly statements

Coordinate with custodians to resolve account issues, update beneficiary designations, and support tax reporting needs

Serves as a key client contact for investment-related inquiries, ensuring responsive service and client satisfaction

Owns account setup, trading, rebalancing for all Pontera accounts

Assist in preparing due diligence materials for Product Review Committee

Works with home office affiliates in preparing of all investment and plan reviews for plan advisors

Acts as the primary liaison between clients and recordkeepers, coordinating investment changes, data integrity, and issue resolution

Client service, including preparing for client meetings, planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and implementation of recommendations

Serve as the first point of contact for client inquiries by phone and email; triage questions related to retirement plans, investment accounts, and general service needs

Prepare meeting materials, performance reports, fee disclosures, and follow-up summaries for both retirement plan sponsors and wealth management clients

Support advisors during client meetings by organizing documentation and managing pre- and post-meeting workflows

Maintain a high level of professionalism and service quality consistent with industry regulatory expectations

Qualification

TamaracAddeparSeries 65Schwab Advisor CenterMicrosoft OfficeCommunication skillsTeam playerDetail-orientedTime management

Required

Experience with Tamarac, Addepar and Schwab Advisor Center

Series 65 or equivalent

Ability to multi-task and manage time effectively

A team player, with strong leadership skills

Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook

Excellent written and oral communication skills and listening skills

Desire/ability to work successfully in a small company environment

Detail-oriented focus and a professional demeanor

Benefits

401(k) with Employer Match

Health Insurance (with HSA option)

Dental Insurance

Vision Insurance

Life Insurance

Flexible Paid Time Off Policy

Flexible Spending Account (FSA)

Healthy Work/Life Balance

Maternity/Paternity Leave Policy

Company

World Insurance Associates LLC

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Founded in 2012