A busy and growing wealth management firm in Bloomfield is hiring an experienced Client Service Associate to join the team. The ideal candidate will provide an exceptional client experience by having personable and professional interactions with clients, creating efficiencies in processes, and by taking initiative to support the team. This person will also become an expert in custodial management, utilizing the portfolio accounting system, and CRM program. 

 

Responsibilities:

• Provide organizational support to the wealth advisor team and the team as needed.

  • Develop and maintain processes to leverage the advisor team’s time.

  • Assist with scheduling meetings and task management.

  • Consistently track and proactively communicate progress on open items.

  • Organize and maintain client data, firm documents, and compliance-related files.

• Deliver an exceptional client experience in every interaction.

  • Continually look for ways to improve the client service experience and to create efficiencies in the way that experience is delivered.

  • Respond expediently to inquiries from clients, their attorneys, and their CPAs.

  • Work to effectively manage client expectations.

• Become an expert in working with Charles Schwab and Salesforce.

  • Develop a working knowledge of account types, account transfer procedures, and processing of custodial transactions.

  • Create, process, track, and troubleshoot account related paperwork required by Schwab.

  • Learn how to create client materials and extract data from Tamarac.

  • Utilize the firm's CRM program, Salesforce, for reports and client communication, and to maintain client information.

​

Skills, Education, and Experience:

• Bachelor’s degree in Finance or equivalent related experience.

• Demonstrated financial literacy and ability to work with numbers.

• Strong proofreading and effective communication skills.

• Ability to maintain utmost discretion in working with sensitive and confidential information.

• Excellent interpersonal skills.

• Strong attention to detail.

• Ability to work independently.

• Perform duties in an efficient, professional, and courteous manner.

• Competency in all aspects of the Microsoft Office suite and ability to learn new software and technologies.