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Client Servicing Associate

WP Asset Management Bedminster, NJ

  • Expired: August 05, 2021. Applications are no longer accepted.

Job Description Wealth Planning Asset Management is a small team of professionals working in harmony with each other. We seek a self-motivated professional who can take a hands-on approach towards assisting the CEO with enhancing client experiences and closing loop on existing projects. Primary responsibilities are as follows: Creating Client Experiences: This includes pre-meeting planning and co-ordination, creating relevant reports, creating reservations at places to meet.

Beyond this, it includes sending clients greetings for days of their anniversaries, birthdays, seasons greetings and more. Strong administrative and operation skills to maintain records as per firm and regulatory requirements. Ability to maintain decorum at workplace.

Technologically capable of working with different software solutions such as Schwab, Interactive brokers, Black Diamond, eMoney and more. Tasks would involve many backend operations to provide a "wow" experience to the client while using them Calendaring: The person will be responsible for calendaring CEOs meetings with clients, vendors and with the internal team. Calendaring includes, reaching out to the client for scheduling a call/meeting, setting up reminders to confirm calls, sharing agenda 48 hours prior to the call, sharing meeting notes & actionable items post call, setting up the next meeting.

Miscellaneous: The person will be required to support the CEO with generic assistance on various activities beyond the scope of work. Skillsets & Capabilities: Self motivated with an attitude to take on ownership of responsibilities assigned. Strong grasp and ability to quickly learn new technology enabled tasks in MS Office, eMoney, Black Diamond, Schwab and more.

Excellent soft skills to interact with end client and vendors. Prior experience in the Financial advisory world preferred. Company Description Wealth Planning Asset Management is a boutique Financial Services firm located in Bedminster NJ.

We provide holistic financial solutions to individuals and families primarily between the net-worth of $10mm to 100mm. Our firm has two business segments. Firstly, the Asset management segment focuses on Investment Management across Asset Classes, Family office solutions, and Wealth Legacy solutions.

Secondly, the Advisory segment focuses on financial planning, tax optimization, philanthropy and insurances.

WP Asset Management


Bedminster, NJ



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