Client Service Associate (Charles Schwab Experience)

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in East Hanover. To view other open roles, visit jobs.lead-advisor.com

Job Description - Client Service Associate

Our client, a wealth management practice in New Jersey, is hiring a Client Service Associate. You would work with the entire team to coordinate all client service activities, focusing on delivering the ultimate client experience. The position is critical in building long-lasting client relationships, thus ensuring the company's continued profitability through identifying organic growth and referral opportunities. The individual spends most of their time in client-facing activities (via phone) so that the advisors can focus efforts on growing the practice through marketing and sales activities.

Responsibilities

Client Related

• Assist advisor in client meetings
• Assist clients with task completion
• Responsibility for client satisfaction
• Client paperwork
• Account applications
• Transfer forms
• Change of address forms
• Move Money forms
• Rollovers
• Input portfolio sheets to Redtail
• Trading
• Required Minimum Distributions
• Monthly cash disbursements for clients are funded
• Preparation of monthly investment reports

New Business Generation

• Provide excellent client service so clients will refer their peers

Firm Role

• Responsibility for the positive work environment
• Role model for team members
• Cross Train in other areas to assist when needed
• Help database administrator by updating database for changes
• Participate in weekly firm meetings

Qualities Required

• Reliable, follow through work to completion
• Good communicator – the ability to work with clients
• Good communicator – the ability to keep planner informed and up-to-date
• Seeking job stability
• Dedicated and loyal to trusted people
• Exceptional listening skills
• Flexible and accommodating
• Can take direction and execute a plan
• Detail oriented
• Time management ability
• Independent thinker and problem solver
• Ability to prioritize tasks
• The positive attitude around the office
• Passion to help people / empathetic and understanding
• Ability to take direction from multiple planners
• Self-starter

Education and Experience Preferences

• Years in the financial services industry - 5-10
• No licenses are required
• Technology - Microsoft office, CRM System are preferred.
• Knowledge of Schwab platforms
• Undergraduate degree is preferred

Location: 4x a week in East Hanover office

Salary: 70-80k