Financial Client Associate
$52,894–$66,102 year
On-siteNorthfield Atlantic County, New Jersey, United States
Job Summary
Respond to client inquiries and resolve account problems, including missing documents and errors. Assist Financial Advisors with opening new accounts, entering client data into MoneyGuidePro, and preparing daily reports and presentations. Coordinate appointments, schedule meetings, and manage correspondence while maintaining client notes in Salesforce and Orion. Liaise between the Branch and Home Office regarding technology needs and vendor issues. Follow firm policies and regulatory guidelines for all activities. This role supports a team of advisors serving over $300 clients with $50 billion in assets.
Required Qualifications
- Bachelor's Degree
- 1+ year of work experience in client services
- Proficient experience with Microsoft Office Suite
- ability to learn other software and technology
- Professional presence
- strong customer service skills
- interpersonal skills
- Detail oriented
- excellent organization skills
- ability to manage a variety of tasks
- Ability to multi-task
- ability to work in a fast-paced, evolving environment
- excellent time management skills
- Excellent communicator (oral and written)
- solid interpersonal skills
- Ability to seek new ways to improve processes
- Ability to suggest new ideas and approaches
- Exercise discretion in handling confidential information
- ability to work in a stationary position for several hours at a time
- ability to lift up to 25 pounds, occasionally
- Some filing capability
Desired Qualifications
- Experience with Pershing/NetX360
- Salesforce
- Orion
- MoneyGuidePro
- experience within the financial industry
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