Tupler Financial is a growing financial planning firm located in Bridgewater, NJ and we are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. The firm’s core values are: 1) Desire to help others, 2) Always striving to improve, and 3) Teamwork. We have been recognized by Forbes as New Jersey Best-In-State Wealth Advisors in 2023. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at tuplerfinancial.com

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service and who truly enjoy helping make a difference in their clients’ lives!
Prioritizing client needs and helping solve problems proactively is an important part of our culture.

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace that you can work comfortably full time. This position is open to candidates in Eastern and Central time zones.

Compensation:

• Salary range of $55K-70K, commensurate with relevant experience
• Bonus / Incentive Program
• Great Work/Life Balance with a Monday-Friday Schedule
• Health Insurance Plan with Company Contribution ($500/month)
• Long-term Disability and Group Life Coverage through FSI
• Retirement Plan with Employer Match & Profit-Sharing Contribution
• Additional Employer Retirement Contribution to a Cash Balance Pension Plan
• Generous PTO Policy & Paid Holidays – 18 PTO days for the first three years, 24 PTO days after three years with the company
• Generous Professional and Personal Development Budget
• Professional, Fun, Motivating Atmosphere
• Permanently remote position

Responsibilities include:

• Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner
• Respond to client requests with timeliness and accuracy in mind
• Assist Advisors with client meeting prep and follow-up tasks
• Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
• Calendar Management for Financial Advisor(s) including client appointments
• Generate various daily, weekly, monthly, and annual reports
• Attend and Assist with Client Event planning, preparation, and communications
• We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help this position better and better over time!

Requirements:

• 2 years of financial services experience
• Experience with Commonwealth Financial Network or Mass Mutual technology and systems is NOT required but is a big plus!
• Technology Skills and use of Microsoft Office products (Word, Power Point, Excel, Etc.), and ability to learn new software quickly
• CRM Software / Database Experience is a plus (Example: Salesforce, Redtail, Etc.)

Skills:

• Ability to prioritize projects and manage your time
• Organization skills & attention to detail
• Ability to track outstanding tasks to ensure great follow-through for our clients
• Ability to communicate well
• Ability to follow office processes & policies related to office operations & client privacy
• Ability to prioritize tasks, problem-solve, and meet deadlines

The Process:

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for the position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the advisors. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.