Client Service Associate (Charles Schwab platform experience)
Lead Advisor, LLC Lead Advisor, LLC East Hanover, NJ East Hanover, NJ Full-time Full-time $70,000 - $80,000 a year $70,000 - $80,000 a year 20 hours ago 20 hours ago 20 hours ago Lead - Advisor is a consulting and search firm specializing in wealth management.
This role is for a client firm.
Our client, a wealth management practice in New Jersey, is hiring a Client Service Associate.
You would work with the entire team to coordinate all client service activities, focusing on delivering the ultimate client experience.
The position is critical in building long-lasting client relationships, thus ensuring the company's continued profitability through identifying organic growth and referral opportunities.
The individual spends most of their time in client-facing activities (via phone) so that the advisors can focus efforts on growing the practice through marketing and sales activities.
Responsibilities Client Related Assist advisor in client meetings Assist clients with task completion Responsibility for client satisfaction Client paperwork Account applications Transfer forms Change of address forms Move Money forms Rollovers Input portfolio sheets to Redtail Trading Required Minimum Distributions Monthly cash disbursements for clients are funded Preparation of monthly investment reports New Business Generation Provide excellent client service so clients will refer their peers Firm Role Responsibility for the positive work environment Role model for team members Cross Train in other areas to assist when needed Help database administrator by updating database for changes Participate in weekly firm meetings Qualities Required Reliable, follow through work to completion Good communicator - the ability to work with clients Good communicator - the ability to keep planner informed and up-to-date Seeking job stability Dedicated and loyal to trusted people Exceptional listening skills Flexible and accommodating Can take direction and execute a plan Detail oriented Time management ability Independent thinker and problem solver Ability to prioritize tasks The positive attitude around the office Passion to help people / empathetic and understanding Ability to take direction from multiple planners Self-starter Education and Experience Preferences Years in the financial services industry - 5-10 No licenses are required Technology - Microsoft office, CRM System are preferred.
Knowledge of Charles Schwab platforms Undergraduate degree is preferred Compensation Base Pay Range Bonus 15% based on firm metrics Paid Time Off Sick Pay Benefits Flexible Spending Account 401(k) Match Basic Life Insurance Short-Term Disability Long-Term Disability Dependent Care Medical Benefits 401(k) / Profit Sharing Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm.
We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs.
We help wealth management professionals upgrade their careers and find new opportunities.
For more resources and information please visit www.
lead-advisor.
com.
Job Type:
Full-time Pay:
$70,000.
00 - $80,000.
00 per year
Benefits:
401(k) matching Health insurance Life insurance Paid time off Compensation package:
Bonus opportunities Schedule:
Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
This role is for a client firm.
Our client, a wealth management practice in New Jersey, is hiring a Client Service Associate.
You would work with the entire team to coordinate all client service activities, focusing on delivering the ultimate client experience.
The position is critical in building long-lasting client relationships, thus ensuring the company's continued profitability through identifying organic growth and referral opportunities.
The individual spends most of their time in client-facing activities (via phone) so that the advisors can focus efforts on growing the practice through marketing and sales activities.
Responsibilities Client Related Assist advisor in client meetings Assist clients with task completion Responsibility for client satisfaction Client paperwork Account applications Transfer forms Change of address forms Move Money forms Rollovers Input portfolio sheets to Redtail Trading Required Minimum Distributions Monthly cash disbursements for clients are funded Preparation of monthly investment reports New Business Generation Provide excellent client service so clients will refer their peers Firm Role Responsibility for the positive work environment Role model for team members Cross Train in other areas to assist when needed Help database administrator by updating database for changes Participate in weekly firm meetings Qualities Required Reliable, follow through work to completion Good communicator - the ability to work with clients Good communicator - the ability to keep planner informed and up-to-date Seeking job stability Dedicated and loyal to trusted people Exceptional listening skills Flexible and accommodating Can take direction and execute a plan Detail oriented Time management ability Independent thinker and problem solver Ability to prioritize tasks The positive attitude around the office Passion to help people / empathetic and understanding Ability to take direction from multiple planners Self-starter Education and Experience Preferences Years in the financial services industry - 5-10 No licenses are required Technology - Microsoft office, CRM System are preferred.
Knowledge of Charles Schwab platforms Undergraduate degree is preferred Compensation Base Pay Range Bonus 15% based on firm metrics Paid Time Off Sick Pay Benefits Flexible Spending Account 401(k) Match Basic Life Insurance Short-Term Disability Long-Term Disability Dependent Care Medical Benefits 401(k) / Profit Sharing Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm.
We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs.
We help wealth management professionals upgrade their careers and find new opportunities.
For more resources and information please visit www.
lead-advisor.
com.
Job Type:
Full-time Pay:
$70,000.
00 - $80,000.
00 per year
Benefits:
401(k) matching Health insurance Life insurance Paid time off Compensation package:
Bonus opportunities Schedule:
Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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