Demo

Client Services Analyst

Summit Financial
Livingston, NJ Full Time
POSTED ON 12/30/2024
AVAILABLE BEFORE 1/30/2025

Client Service Associate


Job Description and Responsibilities:


Investments & Analysis


● Process and confirm transactions


● Prepare and organize account applications


● Develop expertise with platforms and systems utilized


● Maintain and update records of transactions via investment logs


● Update client investment summaries and prepare investment portfolio proposals 


Insurance


●Coordinate, process, and track applications through underwriting


●Update client insurance summaries; manage the insurance log


●Send periodic client reminders and updates to service client policies


Administrative


● Backup administrative support to Executive Assistant


● Handle personal projects for team leader and team to maximize efficiency


Client Servicing


● Responsible for servicing and maintaining client relationships


● Communicate effectively with high net worth clients


● Preemptively service clients 


● Prepare advisor for client meetings and manage all investment and insurance follow-up


● Proactive mindset, requiring ability to be highly organized


Product Knowledge


● Develop knowledge of current investment products


● Serve as liaison between advisor and wholesalers/strategic alliances


● Maintain current knowledge of procedural and regulatory investment requirements


 

Requirements:


● Advanced Excel and “follow up” skills


● Highly organized, self-motivated and extremely detail oriented


● Bright, loyal team member with a great work ethic


● Positive “can do” attitude


● Able to work quickly and multitask without compromising quality or accuracy


● Extremely responsible; professional and presentable at all times


● Superior oral and written communication skills


● Efficient and effective time management skills


● Insurance licensed preferred


● Bachelors degree in Finance, Accounting, or Economics and 2 - 5 years industry experience preferred

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