Client Service Associate
- $65,000 Yearly
- Medical , Paid Time Off , Life Insurance , Retirement
- Full-Time
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:
- 401k Matching
- Health Insurance
- Disability Insurance
- Life Insurance
- Flexible Schedule
- Paid time-off
Address
New Horizons Wealth Management
Cedar Knolls, NJIndustry
Business
Posted date
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