Wealth Management Associate: Client Relationship Specialist

Beacon Trust; Morristown (NJ); On-site; USD 38,435 - 48,036; Full time

Benefits offered by this job

Paid time off (PTO)

Health and Wellness benefits

401(k) Retirement Plan

Tuition Disbursement

Loan Repayment programs

Job summary

Beacon Trust in Morristown, New Jersey is seeking an Associate Relationship Manager I to support senior advisors in the financial planning process. In this role, you will engage in client on-boarding, data management, and assist in preparing for client meetings, all while demonstrating professionalism and client service excellence.

The ideal candidate will have a Bachelor’s degree in Management, Finance, or Business Administration and relevant experience in the financial industry, as well as excellent communication skills. This position offers a collaborative work environment with opportunities for growth.

Qualifications

• Proven client service delivered in a timely, professional manner.
• Strong verbal and written communication skills.
• Demonstrated interest in the financial planning industry.

Responsibilities

• Assist advisors with client-facing tasks and projects.
• Gather and enter data for financial plans.
• Coordinate client meeting preparation and follow-up.

Skills

Client service

Microsoft Office Suite

Communication skills

Organizational skills

Team collaboration

Education

Bachelor’s degree in Management, Finance or Business Administration

Tools

eMoney

Salesforce

Envestnet Tamarac

Job description

Beacon Trust in Morristown, New Jersey is seeking an Associate Relationship Manager I to support senior advisors in the financial planning process. In this role, you will engage in client on-boarding, data management, and assist in preparing for client meetings, all while demonstrating professionalism and client service excellence.

The ideal candidate will have a Bachelor’s degree in Management, Finance, or Business Administration and relevant experience in the financial industry, as well as excellent communication skills. This position offers a collaborative work environment with opportunities for growth.