1 Client Relationship Associate - Basking Ridge, NJ Job in Basking Ridge, NJ
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Client Relationship Associate - Basking Ridge, NJ
$52k-66k (estimate)
Full Time | Insurance
3 Weeks Ago
OneDigital is Hiring a Client Relationship Associate - Basking Ridge, NJ Near Basking Ridge, NJ
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.Our Newest Opportunity: OneDigital (OD), OD is seeking to hire a Client Relationship Associate to join our wealth management and financial planning team. The primary focus of this role is to handle various administrative tasks related to back-office operations, ensuring smooth processes and efficient client service. The ideal candidate will be detail-oriented and organized, thrive in a fast-paced environment, and be an enthusiastic self-motivated learner.
Essential Duties and Responsibilities (include but not limited to):
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
Essential Duties and Responsibilities (include but not limited to):
- Collaborate with custodians, brokerage firms, and financial institutions to process client transactions, resolve discrepancies, and manage account-related inquiries.
- Maintain accurate records of custodial interactions and follow up on outstanding items.
- Prepare and review necessary paperwork for client accounts, including, but not limited to, account opening, transfers, withdrawals, and beneficiary updates.
- Ensure compliance with regulatory requirements and internal policies.
- Execute fund transfers, wire requests, and other financial transactions.
- Assist advisors in preparing materials for client meetings, including performance reports, investment summaries, and relevant documentation.
- Collaborate with other team members to ensure accurate and timely reporting.
- Maintain client data in the CRM system, ensuring accuracy and completeness.
- Update client profiles, contact information, and preferences.
- Handle incoming calls, emails, and inquiries from clients and internal team members.
- Assist with office organization, filing, and other administrative tasks as needed.
- Perform other duties as assigned.
- Strong attention to detail and organizational abilities.
- Excellent communication skills (both written and verbal).
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Ability to work independently and collaborate effectively with team members.
- Knowledge of investment products and financial markets is a plus.
- The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions:
- Sit or stand for extended periods as needed
- May require walking on uneven surfaces for periods throughout the day
- Reaching above shoulder heights, below the waist, or lifting as required, up to 50 pounds
- Proper lifting techniques requires
- Occasional travel is necessary
- Workspace varies from inside, to working outside for extended periods during the day
- Bachelor’s degree preferred.
- Minimum two years' experience in wealth management or financial services business
- Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred
- Familiarity with Orion, SalesForce, other financial technology, and industry regulations preferred
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
Job Summary
JOB TYPE
Full Time
INDUSTRY
Insurance
SALARY
$52k-66k (estimate)
POST DATE
06/01/2024
EXPIRATION DATE
06/29/2024
WEBSITE
onedigital.com
HEADQUARTERS
ATLANTA, GA
SIZE
1,000 - 3,000
FOUNDED
2000
TYPE
Private
CEO
ADAM BRUCKMAN
REVENUE
$200M - $500M
INDUSTRY
Insurance
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About OneDigital
OneDigital is a benefits consulting firm that sells employee health benefits, retirement planning and HR advisory solutions for individuals and businesses.
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