3 Client Services Associate Jobs in Eatontown, NJ
Domani Advisors is Hiring a Client Services Associate Near Eatontown, NJ
Our firm is a growing Registered Investment Advisor (RIA) that provides investment management and family office services to individuals, ultra-high-net-worth families and foundations.
Our work environment includes:
- Relaxed atmosphere
- Flexible working hours
- Work-from-home days
We are looking for a Client Service Associate (CSA) to join our team. The CSA will work with the Financial Advisors to streamline operations, produce reports, and service client needs.
The Associate’s responsibilities will include:
- Assist the team with day-to-day service needs such as bill-pay and trust administration
- Organize and input investment transactions (capital calls, redemptions, dividends, etc.)
- Generate and distribute client portfolio reports
- Produce asset allocation reports for the review of the COO and CEO
- Improve processes and operations at the firm
- Maintain the firm’s internal client reporting system and portal
- Prepare cash journals, wire transfers, and check requests
- Assist with the account opening procedures
- Prepare subscription documents
- Manage cloud-storage of client documents and firm records
- Help with administrative tasks such as scheduling meetings and ordering supplies
The ideal candidate will have:
- At least 1-3 years of relevant experience
- Experience using Excel
- Excellent communication and time management skills
Compensation is competitive for the position and commensurate with experience.
Job Summary
Part Time
$61k-79k (estimate)
06/20/2024
07/18/2024
The job skills required for Client Services Associate include Client Service, Scheduling, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.
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