Client Service Associate: Wealth Support & Transactions

PowerToFly; Morristown (NJ); On-site; USD 32,200 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Retirement Plans

Paid Time Off

Job summary

PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service and supporting Financial Advisors. Candidates should possess strong interpersonal skills and knowledge of financial services products.

Essential duties include onboarding clients, managing accounts, and supporting marketing strategies. A High School diploma is required, with a preference for a college degree and relevant industry experience.

The salary range is $32,200 to $90,000 per year, along with a full spectrum of employee benefits.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred.
• Two or more years of industry experience is preferred.

Responsibilities

• Provide service coverage for a Financial Advisor/Private Wealth Advisor.
• Execute money movement transactions for clients.
• Onboard and maintain client accounts.

Skills

Interpersonal skills

Detail oriented

Time management

Client service skills

Advanced Microsoft Office skills

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS)

Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Job description

PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service and supporting Financial Advisors. Candidates should possess strong interpersonal skills and knowledge of financial services products.

Essential duties include onboarding clients, managing accounts, and supporting marketing strategies. A High School diploma is required, with a preference for a college degree and relevant industry experience.

The salary range is $32,200 to $90,000 per year, along with a full spectrum of employee benefits.