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Hennion & Walsh · 3 days ago

Client Service Associate (Financial Services)

Parsippany, NJ

Full-time

Onsite

Entry Level

$45K/yr - $60K/yr

1+ years exp

Hennion & Walsh is a rapidly growing wealth management firm that values teamwork, growth, and unparalleled client service. The Client Service Associate will engage in various service, operational, and administrative activities to support clients and financial advisors, ensuring a high level of service and communication excellence.

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Responsibilities

Client Relationship Management: Assist in establishing and maintaining client relationships by processing requests, maintaining accounts, and promptly responding to inquiries

Operational Support: Provide administrative and operational support to financial advisors, including asset transfers, mail processing, money movement requests, estate paperwork and more

Communication Excellence: Answer client service calls daily, addressing general questions about accounts and paperwork. Prepare and send necessary documents and new account packages

Team Collaboration: Work closely with all service team members, contributing to a collaborative and supportive work environment