Operations/Client Service Associate - Hybrid Work

Novi Wealth Partners is a fee-only registered investment advisory firm in Princeton, NJ.  At Novi Wealth, company culture is paramount, each employee adds value to the company and our clients.  Focusing attention on client needs by supporting each other fosters harmony, stability, and growth.  We all come from different believe systems and varying exposure and perspectives of the world.  It is important to embrace and respect these differences to enhance our culture and understand our clients. 

We are looking to fill a full-time, hybrid position.  The Operations/Client Service Associate role is an opportunity to assist in the retention of long-term quality clients through exceptionally proactive service.  You are the first impression, client ambassador, and advisor Sherpa.  What does that mean? We strive to provide an exceptional experience for our clients.  The advisor does the planning and should foster relationships, the Client Service Associate anticipates and implements the needs of our clients and advisors from an operational standpoint.

The Client Service Associate will support our Wealth Advisors to help ensure that Novi Wealth provides exceptional proactive client service and exceeds expectations.  This position involves regular interaction with clients and the management of critical data sources to provide timely information for clients and advisors.  This position does not require advisory knowledge but does require basic understanding of administrative office functions for an advisory firm.

Qualifications:

• Highly proficient with Microsoft Office Suite
• Strong understanding of SharePoint
• Strong knowledge of file structure and organization
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
  
• Ability to meet deadlines and transition between tasks effectively and maintain accuracy
• Undergraduate degree preferred
• Excellent written and oral communication skills
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  Experience in the financial services industry a plus

Below are a list of typical responsibilities for this position.  We are more concerned with attitude, not aptitude; we will provide training to the right person.

Typical Responsibilities:

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  Monitor and answer phones
  
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  Schedule client meetings
  
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  Scanning and filing 
  
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  Greet clients and make them feel comfortable
  
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  Assist with client concierge items, birthday cards, gifts, and events
  
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  Make sure CRM records are accurate and up to date
  
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  Process new account applications and account transfers 
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  Preparation of other forms for client implementation 
  
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  Assist with transferring client assets to Novi
  
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  Maintain an organized client folder in SharePoint 
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  Assist clients with FAQ (portal password resets, statement requests, tax form requests)
  
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  Assist with projects as needed
  
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  Deliver an exceptional client experience 

Benefits:

• 401k 
• Tuition Reimbursement
• Full Medical and Dental coverage
• Disability Insurance
• Paid Time Off (PTO)
• Hybrid Work Schedule*

*Novi Wealth currently uses a hybrid work schedule.  If preferred, job can be in office full-time.

Novi Wealth is an Equal Opportunity and Affirmative Action Employer.  We evaluate qualified individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identify, disability, protected veteran status, and other statutes protected by law.