Wealth Client Services Associate

PowerToFly; Red Bank (NJ); On-site; USD 32,919 - 85,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Paid Time Off

401(k) with employer match

Job summary

A leading financial services firm located in Red Bank, NJ, is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have strong interpersonal, organizational, and client service skills, with a commitment to detail. Responsibilities include executing transactions, answering client inquiries, and assisting with various administrative tasks. This role offers a competitive salary range and comprehensive benefits, along with opportunities for career growth.

Qualifications

• Willingness to obtain Series 7 (GS), Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
• Industry experience is a plus.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Support Financial Advisors in client relationship management.
• Execute money movement transactions as requested.
• Answer non-investment related client inquiries.
• Assist with clerical tasks for client accounts.
• Educate clients on digital tools.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management

Team player

Adaptability

Client service skills

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

Job description

A leading financial services firm located in Red Bank, NJ, is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have strong interpersonal, organizational, and client service skills, with a commitment to detail. Responsibilities include executing transactions, answering client inquiries, and assisting with various administrative tasks. This role offers a competitive salary range and comprehensive benefits, along with opportunities for career growth.