What are the responsibilities and job description for the Client Service Associate position at Summit Financial, LLC?
Summary:
Nolan Wealth Management is looking to add a part time Client Service Associate to support our practice in Princeton, NJ. This position offers the flexibility of a hybrid to remote role. The person must be creative and enjoy working within a small, entrepreneurial environment that is sales and results oriented. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative and organizational skills. The Client Service Associate must have previous experience working with a Registered Investment Advisory firm.
About Nolan Wealth Management:
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt, to saving for college, to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Role and Responsibilities:
· Client Service is a priority, previous experience working within an RIA/BD a must
· Act as the point of contact between the Financial Advisor and clients and supporting investment and operational organizations.
· Process insurance & investment applications and paperwork
· Prepare agendas and supporting material for client meetings
· Ability to multitask and prioritize daily workload
· Assist with client transaction requests
· Develop and carry out an efficient documentation and filing system
· Schedule and coordinate appointments and manage calendars
· Sort incoming mail for advisors and team
Qualifications and Education Requirements:
· Proficiency in Microsoft Office products including Outlook, Excel & TEAMs.
· Requires a minimum of 5 years’ experience in Financial Services
· Bachelor’s degree preferred, but not required
· Strong written and verbal communication skills and excellent customer service skills
Preferred Skills:
· Salesforce, or RedTail CRM and eMoney knowledge a plus
· Previous experience working with a multi-custodial RIA a plus
Pay: $20.00 - $25.00 per hour
Work Location: Hybrid remote in Princeton, NJ 08540
Salary : $20 - $25