Demo

Client Service Associate

The Private Client Group
Hills, NJ Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 3/15/2025

Client Service Associate

The Private Client Group at Summit Financial, LLC is the leading investment practice at the firm. Tremendous opportunity for someone looking to pursue a career in wealth management. Headquartered in northern New Jersey, the individual will be joining a highly driven and successful team. This individual must be detail oriented, able to work independently and within a group and have a strong work ethic, while providing excellent customer service to clients. This is truly a unique opportunity for the right candidate.

Job Description and Responsibilities:

Investments

  • 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

Insurance

  • Coordinate, process and track insurance applications through underwriting
  • Update client insurance summaries; manage the insurance log
  • Send periodic client reminders and updates to service client policies

Administrative & Bookkeeping

  • Provide backup administrative support to Executive Assistant
  • Handle personal projects for team leader and team to maximize efficiency
  • Organize and record monthly expenses
  • Prepare quarterly consolidated financial reports

Client Servicing

  • Prepare advisor for client meetings
  • Manage investment and insurance follow-up items from meetings
  • Communicate effectively with high net worth clients
  • Responsible for servicing and maintaining client relationships
  • Proactive mindset, requiring ability to be highly organized

Product Knowledge

  • Develop knowledge of current investment and insurance products
  • Serve as liaison between advisor and wholesalers/strategic alliances
  • Maintain current knowledge of procedural and regulatory investment requirements

Requirements:

  • Positive “can do” attitude
  • Bright, loyal, team player with a great work ethic
  • High attention to detail; organized and self-motivated
  • Outstanding "follow-up" skills
  • Able to effectively execute multiple projects concurrently
  • Extremely professional and presentable; very responsible
  • Superior oral and written communication skills
  • Advanced Excel and Quicken knowledge
  • Insurance licensed
  • BS in finance, accounting or economics preferred
  • 2-5 years experience

Job Type: Full-time

Pay: $55,000.00 - $80,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Bonus opportunities

Work Location: In person

Salary : $55,000 - $80,000

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