Client Service Associate

4 weeks ago


Mount Laurel, United States Strategic Financial Services Corp Full time
Job DescriptionJob Description

We are looking for a self-motivated, extroverted, confident, outgoing, quick learner, team player, problem solver and bubbly individual to join our team. This person would be full-time (35 hrs per week) assisting the CEO with servicing clients, file confidential documents, engage with clients to obtain data, provide documents to clients to execute, and communicate frequently with custodians.

Specific job duties:

1)      Attention to detail to complete fixed annuity, variable annuity, and investment documents

2)      Call insurance companies and custodians to confirm the receipt of paperwork and process status

3)      Confirm transaction was completed accurately

4)      Communicate with clients on process and current status of investments transfer/establishment

5)      Navigate and source data from multiple databases

For the first 6 months, the role will require the individual to come to the office 5 days a week (we do have summer Fridays so everyone leaves early). After which, the role will become hybrid whereby the individual would be able to work remotely for 2 days of their choosing and onsite for 3 days.

The culture of our firm is family focused where we care for each other’s well-being and the families that support you.

We request that this individual be:

  1. Proficient in all Microsoft office suites (especially excel)
  2. Ability to ability to operate in a higher pressure environment
  3. Organized
  4. Ask for help and collaborate well with other

Benefits include:

  1. Fully paid medical, dental, and vision insurance
  2. Monthly bonuses
  3. Profit sharing of 10%+
Company DescriptionOur firm has been in business for over 30 years and we have a family like culture. We are one of the largest financial planning and wealth management firms in New Jersey.Company DescriptionOur firm has been in business for over 30 years and we have a family like culture. We are one of the largest financial planning and wealth management firms in New Jersey.

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