Wealth Management Client Support Associate

PowerToFly; Toms River (NJ); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k)

Paid Time Off

Life Insurance

Job summary

A financial services provider is seeking a Registered Client Service Associate to provide outstanding support to Financial Advisors and clients. This role involves managing client needs, onboarding accounts, and maintaining relationships. Candidates should possess a High School Diploma and industry experience, with strong interpersonal and organizational skills. Opportunities for career development are available, alongside comprehensive employee benefits. Successful candidates are detail-oriented, adaptable, and client-focused.

Qualifications

• Experience with financial services products including equities and mutual funds.
• Strong writing and interpersonal skills required.
• Ability to work in a fast-paced and evolving environment.

Responsibilities

• Support FAs/PWAs in client relationship management.
• Handle transactions and account inquiries for clients.
• Assist in administrative and logistical tasks for the team.

Skills

Interpersonal skills

Detail orientated

Organizational skills

Microsoft Office

Client service skills

Time management

Team player

Adaptable

Multitasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Two or more years of industry experience preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A financial services provider is seeking a Registered Client Service Associate to provide outstanding support to Financial Advisors and clients. This role involves managing client needs, onboarding accounts, and maintaining relationships. Candidates should possess a High School Diploma and industry experience, with strong interpersonal and organizational skills. Opportunities for career development are available, alongside comprehensive employee benefits. Successful candidates are detail-oriented, adaptable, and client-focused.