3 Jobs in Cedar Knolls, NJ
New Horizons Wealth Management is Hiring a Client Service Associate Near Cedar Knolls, NJ
Client Service Associate - Family Wealth Management Firm
Overview: The position is about delivering the ultimate client experience. A candidate should be well spoken, personable in connecting with clients, flexible in handling a variety of operational tasks, and an ability to deliver an exceptionally positive and helpful experience to all clients.
New Horizons is a family firm helping Middle Class families for the last 40 years. We want our employees to see their families in the morning, make an impact helping people during the day, and be home in time for dinner.
Why You Should Work With Us
- Full Individual Health Insurance Covered
- 4% 401(k) Matching
- 9:30am - 4pm Standard Work Day (32.5 hrs/wk - No weekends!)
- 25 Combined Personal Days (Vacation/Sick/Personal)
- 10 Additional Market Holidays Off (can adjust annually based on where holidays land)
- Fast paced and enjoyable family environment
What We Look for in a Client Service Associate
- Experience - Minimum of 3 years direct experience (no exceptions)
- Knowledge - existing knowledge of financial terminology (IRA/Roth/Systematic/etc)
- Organization - ability to quickly understand, prioritize deadlines, and be detail-oriented
- Listening - ability ask questions to assure people and put them at ease
- Reliability - follow through on commitments
- Independence - Can take direction and execute without oversight
- Excellent computer skills (Word, Excel, Web Based Software); ability to learn in-house programs and tools
What Your Responsibilities are as a Client Service Associate
- Interact with Clients - provide exemplary service for visiting clients or prospects
- Fulfill Client Requests - schedule appointments, prepare account documentation or other service-related issues, and execute follow up through completion
- Communicate with Clients - daily telephone, letters, and email communications
- Self Improvement - must show desire for both personal and company opportunities for growth and improvement
Annual Salary: $65,000
Benefits:
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Job Summary
Full Time
$64k-83k (estimate)
04/24/2024
06/14/2024
The job skills required for Client Service Associate include Client Service, Commitment, Wealth Management, Listening, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, 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 Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service 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 Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Understand Clients' business to predict their needs and provide appropriate solutions.
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Processes and follows up on client documentation for proper maintenance of accounts.
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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of 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 Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
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Develop an ability to communicate effectively with clients, managers and other associates.
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May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
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Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
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Step 3: View the best colleges and universities for Client Service Associate.
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