Moving you forward
Client Service Associate
Location
New Jersey
Posted
4 days ago
Salary
$65K - $80K / year
Job Description
Job Requirements
- 2 years of financial services experience and prior remote working experience
- Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
- Experience working with financial planning software (i.e., RightCapital, IncomeLab) and Morningstar
- Ability to travel to our office in Hopewell, NJ for quarterly, for internal strategic planning meetings, or semi annual at minimum
- Series 7 and 66 (or 63 & 65)
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to anticipate client and advisor needs
- Ability to work independently while prioritizing projects and managing your time
- Ability to learn and implement new technology and software quickly
- Ability to communicate well and work in a collaborative environment
- Ability to follow office processes and policies related to office operations & client privacy
Benefits
- Quarterly bonuses up to 10% of salary
- Great Work/Life Balance with a Monday-Friday Schedule
- Health Insurance Stipend
- 401(k) with 3% employer match, after 1 year of service
- Generous Professional Development Budget
- Professional, Fun, Motivating Atmosphere
Related Guides
Related Categories
Related Job Pages
More Client Services Representative Jobs
The Coordinator-Right of Entry Obtainment (ROE) plays a key role in facilitating access agreements that support the expansion of TDS’s network infrastructure. This position works cross-functionally with internal teams and external partners to ensure the timely and accurate exec...
Provider Relations Representative I
American Specialty Health IncorporatedAmerican Specialty Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to sex, gender, race, color, religion, creed, national origin, citizenship, ancestry, physical or mental disability, legally-protected medical condition, marital status, age, sexual orientation, genetic information, military or veteran status, political affiliation, or any other basis protected by applicable local, federal or state law. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact our Human Resources Department at (800) 848-3555 x6702.
American Specialty Health Incorporated (ASH) is seeking a Provider Relations Representative to join our Provider Relations department. The primary purpose of this position is to respond to practitioner inquiries via the telephone queue system regarding credentialing, re-credentia...
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respecte...
Client Service Coordinator
Root FinancialRoot Financial is committed to developing team members into knowledgeable, skilled professionals. You’ll be part of a collaborative, supportive environment that values growth, learning, and career advancement. This is your opportunity to become part of a forward-thinking company and start a meaningful career in financial services.
Root Financial is seeking a motivated, detail-oriented, and enthusiastic Client Service Coordinator to join our team. This role is designed for professionals with industry experience who are new to Root and eager to expand their knowledge of our systems and processes. While this ...
