Personal Wealth Strategies · 1 day ago
Client Service Associate
Hamilton, NJ
Full-time
Hybrid
Entry Level
$70K/yr - $85K/yr
1+ years expPersonal Wealth Strategies is a well-established wealth management firm in the Hamilton, NJ area, seeking a talented and professional Client Service Associate to join their fast-paced team. The role involves preparing client meeting agendas, gathering client data, and providing support to advisors and clients as needed.
AdviceFinancial ServicesWealth Management
Hiring Manager
Brian Luper
Responsibilities
Prepare client meeting agendas, gather client data, and prepare reports
Attend and take notes during client meetings
Document, track, and execute client meeting tasks, including follow-up with client
Maintain records in our CRM (Redtail) and portfolio management software
Enter client data into MoneyGuide platform and build preliminary plans under the guidance of the advisors
Provide support to the advisors and clients as needed
Assist where needed – we are a small team, we cross-train, and we all wear multiple hats
Qualification
Required
1-3 years of experience in financial planning/investment management
Detail oriented and able to manage your own time and tasks
Problem solving and resourcefulness
“Client Service Plus” work style
Preferred
Experience using Money Guide Pro/eMoney and/or Redtail CRM are a plus, but not required
Licenses - Not required at hire but must be willing to obtain Series 7 and Life & Health
Benefits
Group Medical Insurance
Dental Insurance
Vision Insurance
Long Term Disability Insurance
Traditional or Roth IRA
Paid Time Off
Professional Development Assistance
Tuition Reimbursement for industry/job related education
Work remotely every Friday
Company
Personal Wealth Strategies
Personal Wealth Strategies is a financial planning and advisory firm.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
David Bailin
Owner
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