What are the responsibilities and job description for the Client Service Associate position at Leading Financial Advisory Firm?

Tupler Financial is a growing financial planning firm with offices located in Warren, NJ and Boynton Beach, Florida. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. The firm's core values are : 1) Desire to help others, 2) Always striving to improve, and 3) Teamwork. We have been recognized by Forbes as New Jersey Best-In-State Wealth Advisors in 2024. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at tuplerfinancial.com

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for client service and who truly enjoy helping make a difference in their clients' lives!

Prioritizing client needs and helping solve problems proactively is an important part of our culture.

This position will be permanently remote . We will provide you with equipment to work from home, but you will be expected to have a workspace that you can work comfortably full time. This position is open to candidates in Eastern and Central time zones.

Compensation :

Salary range of $80K-92K, commensurate with relevant experience
Bonus / Incentive Program
Great Work / Life Balance with a Monday-Friday Schedule
Health Insurance Plan with Company Contribution ($500 / month)
Long-term Disability and Group Life Coverage through FSI
Retirement Plan with Employer Match & Profit-Sharing Contribution
Additional Employer Retirement Contribution to a Cash Balance Pension Plan
Generous PTO Policy & Paid Holidays - 18 PTO days for the first three years, 24 PTO days after three years with the company
Generous Professional and Personal Development Budget
Professional, Fun, Motivating Atmosphere
Permanently remote position

Responsibilities include :

Respond to client requests with timeliness and accuracy in mind

Assist Advisors with client meeting prep and follow-up tasks

Process account opening applications, transfer paperwork, money movements and / or other various industry specific administrative tasks

Calendar Management for Financial Advisor(s) including client appointments

Generate various daily, weekly, monthly, and annual reports

Attend and Assist with Client Event planning, preparation, and communications

We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help this position better and better over time!

Requirements :

5 years of financial services experience and prior remote working experience

Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)

Ability to travel to our office in Warren, NJ for 1-2 days semi-annually, and for an initial 2-week training period

Experience with Commonwealth Financial Network technology and systems is NOT required but is a big plus!

Experience with CRM Software / Database Experience is a plus (Example : Advisor360, Salesforce, Redtail, Etc.)

Skills :

Ability to prioritize tasks, problem-solve, and meet deadlines

Organization skills & attention to detail

Ability to anticipate client and advisor needs

Ability to work independently while prioritizing projects and managing your time

Ability to learn and implement new technology and software quickly

Ability to communicate well and work in a collaborative environment

Ability to follow office processes and policies related to office operations & client privacy

The Process :

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the Tupler Financial Team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Salary : $80,000 - $92,000

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