Operations/Client Service Associate - Hybrid Work

Full-time hybrid Operations/Client Service Associate to support Wealth Advisors at Novi Wealth Partners in Princeton, NJ. Responsibilities include monitoring and answering phones, scheduling client meetings, scanning and filing, greeting clients, assisting with client concierge items (birthday cards, gifts, events), ensuring CRM records are accurate and up to date, processing new account applications and transfers, preparing forms for client implementation, assisting with transferring client assets to Novi, maintaining an organized client folder in SharePoint, assisting clients with FAQ (portal password resets, statement requests, tax form requests), and delivering an exceptional client experience. Qualifications emphasize proficiency with Microsoft Office Suite, SharePoint, data organization, strong analytical/problem-solving skills, ability to work independently and in a team, meeting deadlines, and excellent written/oral communication. An undergraduate degree is preferred; experience in the financial services industry is a plus. Benefits include 401k, tuition reimbursement, full medical and dental coverage, disability insurance, PTO. The role offers a hybrid work schedule; if preferred, it can be in-office full-time.