Client Service Associate Assistant - Parsippany, United States - Hennion & Walsh, Inc.
Description
Client Service Associate Assistant (Entry Level) - Join the Hennion & Walsh Family:
Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further At Hennion & Walsh, we take pride in our full-service approach to securities and our expertise in tax-free municipal bonds.
Join our dynamic client service team and become an integral part of our mission to provide the highest level of advice and support to our valued clients.
Why Hennion & Walsh?:
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Unique Culture: We're not just a team; we're a family. Our success is rooted in a culture built on strong values, integrity, and a commitment to delivering exceptional service to our clients.
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Endless Opportunities: As a rapidly growing wealth management firm, your potential for internal growth and career development is limitless. We believe in fostering an environment where every team member can thrive.
Your Role:
Under the mentorship of our senior service team members, you'll engage in various service, operational, and administrative activities geared towards supporting our clients.
Whether you're a recent graduate or an experienced professional, Hennion & Walsh is dedicated to providing you with the tools and opportunities needed for success.
Responsibilities:
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Client Relationship Management: Assist in establishing and maintaining client relationships by processing requests, maintaining accounts, and promptly responding to inquiries.
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Operational Support: Provide administrative and operational support to financial advisors, including asset transfers, mail processing, money movement requests, estate paperwork, and more.
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Communication Excellence: Answer client service calls daily, addressing general questions about accounts and paperwork. Prepare and send necessary documents and new account packages.
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Team Collaboration: Work closely with all service team members, contributing to a collaborative and supportive work environment.
Qualifications:
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Education: Bachelor's Degree preferred.
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Skills: Strong people skills, attention to detail, and a professional work ethic.
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Team Player: A true team player with the ability to handle multiple responsibilities and take initiative.
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Communication: Excellent verbal, written, and interpersonal communication skills.
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Technology: Proficiency in Microsoft Office (Word, Excel, and Outlook).
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Experience: 1-3 years of customer service experience preferred.
Benefits:
- Competitive compensation
- Open and supportive teambased environment
- Full medical and dental benefits
- 401(k) plan with company match
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