Client Service Associate

4 weeks ago


Mountainside, United States RIA Recruiting Full time

Talisman Wealth Advisors, a growing financial advisory firm located in Mountainside, NJ, is seeking a Client Service Associate to join our team. We are a financial planning firm that has client service as our #1 priority, and we are looking for someone with the same mindset to join us as a full-time CSA. You will be working with our team under the direction of our Lead Advisors. As a small business, we work as a tight-knit team. To learn more about the firm, please visit our website: .  We focus on financial planning geared towards women, first generation wealth, and business owners. 

Salary & Benefits:

  • Starting salary of $65,000 to $75,000 per year, based on experience
  • 401(k) with safe harbor 3% match
  • Health insurance stipend
  • Vacation/PTO
  • Great team working environment with professional growth opportunities
  • Healthy work-life balance is a priority to us, and we want it to be a priority for you too

Responsibilities:

  • Handle all paperwork for clients and the firm's custodian
  • Respond to client requests quickly and professionally
  • Client meeting prep and follow up tasks
  • Deliver a high-quality and consistent client experience while proactively identifying areas for improvement
  • Provide administrative support to the Lead Advisors
  • Coordinate client meeting scheduling, including in-person and video meetings
  • Follow workflows in our CRM and assist to refine existing workflows and build new ones
  • Proactively assist lead advisors to push tasks to completion – “what can I take off your plate?”

Requirements:

  • 5 years of experience in client service in a financial advisory firm
  • Proactive in taking tasks off Lead Advisors
  • Ability to handle a variety of tasks and prioritize
  • Good time management and able to work autonomously – we do NOT micromanage
  • Tech-savvy with the ability to learn to navigate various web-based platforms
  • Positive, energetic, friendly, and client service-oriented
  • Detail-oriented and organized
  • Ability to follow/interpret procedures and see tasks and projects through to completion
  • NOT required but will be a plus – experience with any of our tech – Redtail, LPL, Schwab, MoneyGuide Elite, & Calendly


Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). 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 in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

We are an Equal Opportunity Employer.



  • Mountainside, United States Leading Financial Advisory Firm Full time

    Talisman Wealth Advisors, a growing financial advisory firm located in Mountainside, NJ, is seeking a Client Service Associate to join our team. We are a financial planning firm that has client service as our #1 priority, and we are looking for someone with the same mindset to join us as a full-time CSA. You will be working with our team under the direction...


  • Mountainside, United States RIA Recruiting Full time

    Salary & Benefits: - Starting salary of $70,000 to $90,000 per year, based on experience - 401(k) with safe harbor 3% match - Health insurance stipend - Vacation/PTO - Great team working environment with professional growth opportunities - Healthy work-life balance is a priority to us, and we want it to be a priority for you too Responsibilities**: -...


  • Mountainside, United States Cooperative Counseling Service Full time

    About Us: **Cooperative Counseling Services** (CCS) is a premier provider of Child, Adolescent, Adult and Family Mental Health Services in NJ. We are a team of mental health professionals who are passionate about helping people live their best lives. We believe that everyone deserves access to high-quality mental health care, and we are committed to...


  • Mountainside, United States Cooperative Counseling Service Full time

    Job DescriptionJob DescriptionCooperative Counseling Services (CCS) is a premier provider of Child, Adolescent, Adult and Family Mental Health Services in NJ. In order to fully realize our commitment to helping our clients achieve optimal health, happiness, and well-being, we rely above all else on our team of outstanding employees. Come join us!Position...


  • Mountainside, United States Cooperative Counseling Service Full time

    Job DescriptionJob DescriptionCooperative Counseling Services (CCS) is a premier provider of Child, Adolescent, Adult and Family Mental Health Services in NJ. In order to fully realize our commitment to helping our clients achieve optimal health, happiness, and well-being, we rely above all else on our team of outstanding employees. Come join us!We are...

  • Executive Chauffeur

    2 days ago


    Mountainside, United States DJ's Limousine Service Full time

    _DJ's Limousine Service_ is currently hiring experienced Chauffeurs for our growing team. We are a family owned company which has been in business for over 30 years. We offer flexible work hours and you would be driving high-end clients in late model, luxury vehicles. The following would be required for employment. **Executive Chauffeur Requirements** CDL...


  • Mountainside, United States Verrex Corporation Full time

    Job DescriptionJob DescriptionPOSITION:GMS – Tier 1 Service CoordinatorOBJECTIVE:Be a valuable team member of Verrex’s Global Service Desk supporting Global Managed Services to clients in the aspect of Verrex’s offered GMS service. The Tier 1 Service Coordinator reviews, analyzes, and evaluates incoming client trouble tickets within the service &...


  • Mountainside, United States Shades by Matiss Full time

    **Responsibilities** - Enter Quotes and Orders, Process orders, Follow up on quotes - Update customers on order status - Maintain trusting relationships with suppliers, customers, and colleagues - Answer Inbound calls **Skills** - Proven experience as customer service/order dentry, or in another relevant role - Excellent organizational and time management...


  • Mountainside, United States Cooperative Counseling Services Full time

    Cooperative Counseling Services (CCS) is a premier provider of Child, Adolescent, Adult and Family Mental Health Services in NJ. In order to fully realize our commitment to helping our clients achieve optimal health, happiness, and well-being, we rely above all else on our team of outstanding employees. Come join us! Position Summary (REQUIRES SPANISH...

  • Seasonal Tax Preparer

    1 month ago


    Mountainside, United States Joseph O'Donnell & Company Full time

    Job DescriptionJob DescriptionUnion County firm seeking seasoned tax professional with experience in preparing personal, corporate and partnership income tax returns to join our firm for tax season. The individual will be responsible for providing a timely, high-quality and accurate work product and will also be expected to demonstrate professionalism at all...


  • Mountainside, United States Cooperative Counseling Services Full time

    Cooperative Counseling Services (CCS) is a premier provider of Child, Adolescent, Adult and Family Mental Health Services in NJ. In order to fully realize our commitment to helping our clients achieve optimal health, happiness, and well-being, we rely above all else on our team of outstanding employees. Come join us! We are seeking a Billing Administrator...

  • Housekeeper

    2 weeks ago


    Mountainside, United States Marriott Vacations Worldwide Full time

    Hourly Rate: $20.25Are you ready to grow your dream career while making others' vacation dreams come true? Marriott Vacations Worldwide is a world premier organization for Vacation Ownership with resorts at destinations around the globe. Join our team and help deliver unforgettable experiences that make vacation dreams come true.Pay: $20.25/hourJOB SUMMARY...

  • Senior Estimator

    1 week ago


    Mountainside, United States Union Paving Full time

    Job Description Job Description Salary:About Us:Tracks Unlimited is a full-service railroad contracting company with over 30 years of experience designing, building, maintaining, and repairing railroads. Our track construction services include, but are not limited to, rapid transit, commuter rail, light rail, freight and industrial track, crane rail and...

  • Senior Estimator

    1 month ago


    Mountainside, United States Union Paving Full time

    Job Description Job Description Salary: About Us: Tracks Unlimited is a full-service railroad contracting company with over 30 years of experience designing, building, maintaining, and repairing railroads. Our track construction services include, but are not limited to, rapid transit, commuter rail, light rail, freight and industrial track, crane rail and...

  • Housekeeper

    2 weeks ago


    Mountainside, United States Marriott Vacations Worldwide Full time

    Hourly Rate: $20.25 Are you ready to grow your dream career while making others' vacation dreams come true? Marriott Vacations Worldwide is a world premier organization for Vacation Ownership with resorts at destinations around the globe. Join our team and help deliver unforgettable experiences that make vacation dreams come true. Pay: $20.25/hour JOB...


  • Mountainside, United States Corbett Exterminating Corp. Full time

    Job DescriptionJob DescriptionOur Pest Control Technicians work closely with residents and supervisors at multi-family housing to tackle pest problems and put our customer's mind at ease. As a Pest Control Technician, you will identify pest problems and recommend pest control programs using your expertise and the latest in pest control technology. You...

  • Senior Estimator

    2 months ago


    Mountainside, United States Union Paving Full time

    Job DescriptionJob DescriptionSalary: About Us:Tracks Unlimited is a full-service railroad contracting company with over 30 years of experience designing, building, maintaining, and repairing railroads. Our track construction services include, but are not limited to, rapid transit, commuter rail, light rail, freight and industrial track, crane rail and track...


  • Mountainside, United States Critical Connection, inc Full time

    Job DescriptionCritical Connection, inc is seeking a travel Physical Therapist for a travel job in Mountainside, New Jersey.Job Description & RequirementsSpecialty: Physical TherapistDiscipline: TherapyDuration: 13 weeks40 hours per weekShift: 8 hoursEmployment Type: TravelTravel Physical Therapist or Local Travel Physical Therapist needed for a Quality of...

  • Sales Executive

    2 weeks ago


    Mountainside, United States Marriott Vacations Worldwide Full time

    Are you ready to grow your dream career while making others' vacation dreams come true? Marriott Vacations Worldwide is a world premier organization for Vacation Ownership with resorts at destinations around the globe. Join our team and help deliver unforgettable experiences that make vacation dreams come true. JOB SUMMARY Contribute to the success of the...


  • Mountainside, NJ, United States Critical Connection, inc Full time

    Critical Connection, inc is seeking a travel Physical Therapist for a travel job in Mountainside, New Jersey.Job Description & RequirementsSpecialty: Physical TherapistDiscipline: TherapyDuration: 13 weeks40 hours per weekShift: 8 hoursEmployment Type: Travel Travel Physical Therapist or Local Travel Physical Therapist needed for a Quality of Care Focused...