What are the responsibilities and job description for the Client Services Associate position at Bleakley Financial Group?
About Our Company:
Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisor, Lyle Weintraub’s team and support our growing initiatives.
About Lyle Weintraub’s team: Over the last 30 years, Lyle has built a nationally recognized, award-winning financial advisory practice and a top caliber team. Named among New Jersey’s Best-In-State Wealth Managers by Forbes, we serve high net worth individuals and families.
Job Brief:
We are looking for an ambitious and adept candidate who is passionate about providing exceptional client service and thrives in a fast-paced environment. This role includes a mix of client-facing activities and administrative tasks that will expand your skill set and make a meaningful impact on our business. High-level responsibilities include preparing pre- and post- meeting client materials, onboarding prospective clients and any other administrative tasks to support the needs of the team. To succeed in this role, you will need to be detail-oriented, along with having excellent communication skills, empathy and a collaborative spirit. This position reports directly to the Director of Operations. We look forward to adding another high achiever to our close-knit team.
Responsibilities:
• Assist Operations Team with day-to-day client needs (sending statements, tax documents, reports, beneficiary updates, opening new accounts, bank links, etc.)
• Document tasks and update KYC information in CRM and other platforms.
• Assist with money movement requests.
• Track and deposit checks received and process in compliance with the company and broker-dealer standards.
• Perform office and administrative tasks.
• Assist with pre-meeting preparation materials.
• Run Insurance Quotes and assist with insurance processes.
• Run client reporting data, as directed.
• Update and maintain client accounts and profiles.
• Assist and support team members, where needed.
• Monitor and maintain team calendar, phones and compliance emails.
• Manage and maintain Constant Contact correspondence and any other digital platforms.
• Assist with maintaining compliance records and reports.
• Reconcile and troubleshoot daily custodial alerts.
• Assist with maintaining Social Media platforms.
Knowledge and Skills
• Enthusiasm for helping clients and other team members
• Excellent communication and interpersonal skills
• Must possess high standards of professional ethics
• Extremely proactive, reliable and success-driven
• Must be detail-oriented, organized and resourceful
• Able to multi-task in a fast-paced environment
• Knowledge of Microsoft Office and Salesforce preferred
• Able to identify, escalate and problem-solve
Education and Experience
• Bachelor’s degree from a four-year college or university
• 2 years of experience in the financial services industry or related experience
• Conduct with the highest level of integrity and confidentiality
• Knowledge of Microsoft Office and Salesforce preferred
• Knowledge of Sales Navigator and social media
Right to Revise:
This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.
The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.
Why Join Us:
• Opportunity to play a key role in the growth and success of a leading RIA firm.
• Collaborative and supportive team environment.
• Competitive salary and benefits package.
• Continuous professional development opportunities.
• High end office located in Parsippany NJ with gym on-site.
• Culture activities focused on health & wellness, team collaboration, and employee engagement.
