Client Service Associate - Cedar Knolls, United States - New Horizons Wealth Management

New Horizons Wealth Management Cedar Knolls, United States

6 days ago

Description

Job Description

Client Service Associate - Family Wealth Management Firm

Overview: The position is about delivering the ultimate client experience. A candidate should be well spoken, personable in connecting with clients, flexible in handling a variety of operational tasks, and an ability to deliver an exceptionally positive and helpful experience to all clients.

New Horizons is a family firm helping Middle Class families for the last 40 years. We want our employees to see their families in the morning, make an impact helping people during the day, and be home in time for dinner.

Why You Should Work With Us

Full Individual Health Insurance Covered
4% 401(k) Matching
9:30am - 4pm Standard Work Day (32.5 hrs/wk - No weekends)
25 Combined Personal Days (Vacation/Sick/Personal)
10 Additional Market Holidays Off (can adjust annually based on where holidays land)
Fast paced and enjoyable family environment

What We Look for in a Client Service Associate

Experience - Minimum of 3 years direct experience (no exceptions)
Knowledge - existing knowledge of financial terminology (IRA/Roth/Systematic/etc)
Organization - ability to quickly understand, prioritize deadlines, and be detail-oriented
Listening - ability ask questions to assure people and put them at ease
Reliability - follow through on commitments
Independence - Can take direction and execute without oversight
Excellent computer skills (Word, Excel, Web Based Software); ability to learn in-house programs and tools

What Your Responsibilities are as a Client Service Associate

Interact with Clients - provide exemplary service for visiting clients or prospects
Fulfill Client Requests - schedule appointments, prepare account documentation or other service-related issues, and execute follow up through completion
Communicate with Clients - daily telephone, letters, and email communications
Self Improvement - must show desire for both personal and company opportunities for growth and improvement

Annual Salary: $65,000

Benefits:

401k Matching
Health Insurance
Disability Insurance
Life Insurance
Flexible Schedule
Paid time-off

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