Client Service Associate (wealth management) jobs in United States
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Lead Advisor · 5 hours ago

Client Service Associate (wealth management)

positionMorris County, NJ
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$70K/yr - $75K/yr
date5+ years exp

Lead Advisor is a wealth management recruiting and consulting firm, and they are seeking a Client Service Associate for one of their clients in Morris County. This role focuses on coordinating client service activities and building long-lasting client relationships to ensure profitability through organic growth and referrals.

ConsultingHuman ResourcesWealth Management

Responsibilities

Assist advisor in client meetings
Assist clients with task completion
Responsibility for client satisfaction
Client paperwork
Account applications
Transfer forms
Change of address forms
Move Money forms
Rollovers
Input portfolio sheets to Redtail
Trading
Required Minimum Distributions
Monthly cash disbursements for clients are funded
Preparation of monthly investment reports
Provide excellent client service so clients will refer their peers
Responsibility for the positive work environment
Role model for team members
Cross Train in other areas to assist when needed
Help database administrator by updating database for changes
Participate in weekly firm meetings

Qualification

Client service experienceFinancial services knowledgeMicrosoft OfficeCRM SystemSchwab platformsListening skillsCommunication skillsTime managementProblem solvingDetail oriented

Required

Reliable, follow through work to completion
Good communicator – the ability to work with clients
Good communicator – the ability to keep planner informed and up-to-date
Seeking job stability
Dedicated and loyal to trusted people
Exceptional listening skills
Flexible and accommodating
Can take direction and execute a plan
Detail oriented
Time management ability
Independent thinker and problem solver
Ability to prioritize tasks
The positive attitude around the office
Passion to help people / empathetic and understanding
Ability to take direction from multiple planners
Self-starter

Preferred

Years in the financial services industry - 5-10
Technology - Microsoft office, CRM System are preferred
Knowledge of Schwab platforms
Undergraduate degree is preferred

Company

Lead Advisor

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Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent.
dateFounded in 2020
location
Boston, New York, USA
people-size2-10 employees
web-link
https://lead-advisor.com

Funding

Current Stage
Early Stage

Leadership Team

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Michael Connaughton
Co-Founder
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Company data provided by crunchbase