Client Services Associate

clarkdavisassociates
Apply Now ↗
📍 NJ📍 Warren📍 Warren, NJ, United States📍 usFull time

About this role

Company Description

Leading Financial Services Company

Job Description

Client Service Associate (50K-70K + Disc. Bonus) Warren NJ

 

Seeking a client service associate with 2+ years of experience to support a senior relationship manager.  This position requires someone with strong technical skills, attention to detail, excellent communication skills and the willingness and ability to learn.  This position will provide significant exposure to running a full service financial services organization and provide the right candidate with the opportunity to learn and grow within a comprehensive wealth management organization.

Duties and Responsibilities:

  • Support senior relationship manager to increase effectiveness by relieving the senior relationship manager of many day-to-day activities.
  • Position involves extensive client contact, individual will be involved in all activities interfacing with clients and prospects
  • Coordinates information flow among internal departments, clients and others as necessary
  • Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas.
  • Keeps others on the team informed of status of account administration, retention and projects.
  • Communicates work in progress with the financial planner and clients.
  • Indentifies and recommends technology/process improvements which may improve overall productivity and client satisfaction
  • Assists with the marketing efforts
  • Competes special projects as assigned by management.

Qualifications

  • Strong communication skills (verbal & written)
  • Ability to exercise good judgment by recognizing urgency and prioritizing tasks accordingly
  • Able to work independently with strong administrative and problem solving skills
  • Team Player - must be able to work across departments and assist in the development and implementation of plans.
  • Must have the ability to multi-task and stay focused in a highly visible, fast-paced and team oriented environment.
  • Detail oriented
  • 2+ years prior experience in a financial service organization
  • Bachelor's degree

 

Qualifications

 

      

 

.

Additional Information

50-70K + bonus

 

Email Tonyv@clarkdavis.com

 

Frequently Asked Questions

Is the salary disclosed for the Client Services Associate position at clarkdavisassociates?
The salary for this Client Services Associate role at clarkdavisassociates is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Services Associate position at clarkdavisassociates located?
This Client Services Associate role at clarkdavisassociates is based in NJ, Warren, Warren, NJ, United States, us. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Services Associate role at clarkdavisassociates full-time or part-time?
This is listed as a Full time position. It is posted as a Client Services Associate role at clarkdavisassociates.
How do I apply for the Client Services Associate position at clarkdavisassociates?
Click the "Apply Now" button on this page. You will be redirected to clarkdavisassociates's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Client Services Associate job at clarkdavisassociates posted?
This Client Services Associate position at clarkdavisassociates was posted on Aug 13, 2013. Apply as soon as possible — early applications are often reviewed first.
Client Services Associate
clarkdavisassociates
Apply for this role ↗

You'll be redirected to clarkdavisassociates's official application page on SmartRecruiters.