Client Relations & Advisor Support Lead

Barnum Financial Group Tri State; Woodbridge Township (NJ); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services company in Woodbridge Township, New Jersey, is seeking an Advisor Support role to manage correspondence and enhance client relationships. The ideal candidate should be detail-oriented, organized, and comfortable in a fast-paced environment, with skills in Microsoft Office. Experience in Salesforce and licensing is a plus. This position requires proactive communication and collaboration to assist the Advisor effectively.

Qualifications

• Excellent verbal and written communication skills.
• Exceptionally professional and organized.
• Extremely detail-oriented.
• Comfortable in a fast-paced environment.

Responsibilities

• Manage Advisor’s e-mail correspondence and calendar.
• Supervise social media accounts and marketing campaigns.
• Handle incoming calls in a professional manner.
• Schedule and confirm appointments in a timely manner.
• Assist with file prep and larger mailings.
• Proactively manage client information.
• Complete and follow up on new business applications.
• Act as liaison between Advisor and clients.

Skills

Excellent verbal and written communication skills

Professional and organized

Detail-oriented

Comfortable in a fast-paced environment

Ability to collaborate and maintain relationships

Discretion and client confidentiality

Client-first attitude

Proficiency in Microsoft Office

Education

Life, Accident, and Health License

FINRA registrations

Tools

Salesforce

Job description

A financial services company in Woodbridge Township, New Jersey, is seeking an Advisor Support role to manage correspondence and enhance client relationships. The ideal candidate should be detail-oriented, organized, and comfortable in a fast-paced environment, with skills in Microsoft Office. Experience in Salesforce and licensing is a plus. This position requires proactive communication and collaboration to assist the Advisor effectively.