6 Client Services Associate (Wealth Management) Jobs in Mount Laurel, NJ
Atlantic Group is Hiring a Client Services Associate (Wealth Management) Near Mount Laurel, NJ
Get ready to take that next step in your Client Financial Services career. We’re looking for someone ready to use their hands-on experience with institutional roles, resources, and technology to deliver financial planning and investment advice to High-Net-Worth clients. In the Client Services Associate role, you will create a positive client experience through one-on-one interaction with clients and collaborating with our wealth management team.
This is a great opportunity for someone looking for future career growth in the Wealth Management industry and looking to make an impact and come with strong commitment to growth within the firm. This role is Hybrid out of South New Jersey and comes with competitive salary, bonus opportunities, and a full benefits package. All qualified applicants are encouraged to apply today for immediate consideration.
RESPONSIBITLIES:
- Assist with addressing clients' problems, questions and concerns with accuracy, thoroughness, and within specified time frames.
- Contribute to preparing Wealth Advisors for meetings including completing forms/paperwork, assembling required data & performance reports, presentations, financial plans and investment reviews or recommendations.
- Prepare necessary paperwork, review all documents, obtain client signatures to open new accounts, complete account transfers, and shepherd through the necessary channels for approval and account opening/underwriting.
- Track and manage account funding process including all transfers and rollovers.
- Initiate and follow through on distributions & deposits, change of address, 401K rollovers, estate administration processing, registration changes, RMD monitoring, and other account matters.
- Monitor workflow and maintain reports relating to task assignment and completion, using CRM system.
- Assist with evaluation of a current portfolio, new portfolio construction and proposal development.
REQUIREMENTS:
- Series 7 & 63 Required
- Bachelor's Degree required.
- Minimum 2 years of client service experience.
- Strong technology proficiency with Microsoft Suite (Excel, Word), CRM database, financial planning software, performance and account aggregation applications, investment and custodial platforms and portfolio management software.
Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.
36525
#PHILLYAFT
Job Type: Full-time
Pay: $70,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Schedule:
- Day shift
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Mount Laurel, NJ (Preferred)
Ability to Relocate:
- Mount Laurel, NJ: Relocate before starting work (Preferred)
Work Location: In person
Job Summary
Full Time
$55k-72k (estimate)
02/23/2024
07/14/2024
PARIS, MO
100 - 200
2016
$10M - $50M
Related Companies
The job skills required for Client Services Associate (Wealth Management) include Client Service, Futures, Presentation, Financial Services, Wealth Management, CRM, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate (Wealth Management). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate (Wealth Management). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate (Wealth Management) positions, which can be used as a reference in future career path planning. As a Client Services Associate (Wealth Management), it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate (Wealth Management). You can explore the career advancement for a Client Services Associate (Wealth Management) below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
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Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
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Client services representatives manage client relationships and provide customer support.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
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Client services associates also should have strong math, time management and critical thinking skills.
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These associates provide administrative and client support to financial advisers.
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Client Services Associate must be excellent communicators capable of leading a team.
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And strong client relations skills are key to building and maintaining long-lasting business relationships.
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Step 3: View the best colleges and universities for Client Services Associate.
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