Wealth Management Client Services Associate

PowerToFly; Paramus (NJ); On-site; USD 32,919 - 90,000; Full time

Benefits offered by this job

Comprehensive medical benefits

Paid time off including holidays

401(k) plan with employer match

Job summary

A leading financial services firm in New Jersey is seeking Registered Client Service Associates to provide exceptional service. The role involves supporting Financial Advisors with client relationships and transactions, requiring strong interpersonal skills and a high school diploma. Candidates should also have relevant licenses, like Series 7, with a preference for two or more years of industry experience. This is an opportunity to join a firm's collaborative environment with a commitment to employee growth.

Qualifications

• High School Diploma or equivalency required.
• Two or more years of industry experience preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Provide service coverage for Financial Advisors.
• Execute money movement transactions and answer client questions.
• Enter profile information and assist in clerical capacities.

Skills

Interpersonal skills

Organizational skills

Microsoft Office skills

Time management

Ability to multitask

Education

High School Diploma

College degree preferred

Active Series 7 and Series 66 or Series 63 and 65

Job description

A leading financial services firm in New Jersey is seeking Registered Client Service Associates to provide exceptional service. The role involves supporting Financial Advisors with client relationships and transactions, requiring strong interpersonal skills and a high school diploma. Candidates should also have relevant licenses, like Series 7, with a preference for two or more years of industry experience. This is an opportunity to join a firm's collaborative environment with a commitment to employee growth.