Financial Client Service Specialist

OUR FIRM

Conway Wealth is an innovative, fast-growing boutique wealth management firm providing investment management and financial planning services to high-net-worth clients.

At Conway, we lead clients toward Aligning Life & Wealth® by focusing not just on investment gains but gains in the parts of life that create lasting happiness. Ideal candidates for the Client Service Specialist role are proactive, great at problem solving, and detail oriented.

THE ROLE

This position is responsible for delivering exceptional client service that exceeds expectations in every interaction. This position will report directly to the firm’s Director of Operations & Director of Client Engagement.

*We are asking you to complete the Culture Index(TM) Survey so we can see how it may apply to your work related needs as well as our company requirements. It also assists us in better employee management and development. https://go.cultureindex.com/p/KBvLyS6rlglq1rPZ

RESPONSIBILTIES

• Acting as the first point of contact providing a positive client experience
• Scheduling appointments for clients with our financial advisors
• Preparing client presentations
• Performing support functions for clients’ needs
• Supporting advisors by handling routine tasks
• Data input and verification of all client information in Client Relationship Management software
• Take initiative to continuously develop skills and industry knowledge to enhance the value of all client interactions
• Will seek out opportunities to assist peers with daily volume
• Works efficiently with a pre-defined schedule or set of existing priorities, but able to be flexible if a situation calls for it. Asks for assistance dealing with conflicting priorities but responsible for managing own tasks
• Perform other duties and special projects as assigned

SKILLS

• Minimum 2 years experience in the Financial Services Industry
• College degree preferred
• Eastern time zone preferred
• Knowledge of Fidelity system preferred
• Back Office Operations experience preferred
• Strong organizational skills
• Knowledge of insurance business preferred
• Proficiency with Microsoft Office (Word, Excel, Power Point, Outlook) strongly preferred
• Proficiency with Salesforce preferred

For more information about the company, visit our website at www.conwaywealth.com. Conway Wealth is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law. Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Adviser, doing business as Conway Wealth Group, LLC. 4 Campus Drive, Parsippany, NJ 07054. Tel. 973-285-3600 Fax 973-285-3666 Direct Office Tel. 973-285-3640.

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) 3% Match
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Parsippany-Troy Hills, NJ 07054