Client Service Associate

3 weeks ago

Morristown, United States Simon Quick Advisors Full time
Company: Simon Quick Advisors
Position: Client Service Associate
Location: Morristown, NJ

Company Description

Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.

Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.

Mission of the Position

The Client Service Associate supports the Client Advisor team with day-to-day client needs and requests.

Top Accountabilities
  • Works with the advisor and analyst to prioritize and execute all client related tasks and requests.
  • Populates and processes documentation for client onboarding, investments, and other account maintenance.
  • Tracks, enters, and reconciles investment activity across our proprietary database, various custodians, and our reporting provider through monitoring daily activity reports.
  • Interacts with third party service providers (i.e. outside custodians, reporting providers, and other advisors).
  • Maintains client confidentiality and assists in identifying potentially fraudulent activity.
Other Duties & Responsibilities
  • Acts as a liaison with tax professionals during tax season.
  • Initiates and executes all money movements for investments and client liquidity needs.
  • Interfaces with money managers regarding investment activity and administration for KYC and AML requests.
Key Criteria/Requirements
  • Bachelor's degree.
  • 0 - 3 years of working experience.
  • Experience with programs including DocuSign; Adobe (PDF) Writer; Salesforce; Microsoft Office, particularly Excel, Outlook, Planner, and Word.
Key Competencies
  • Reliability and Commitment - Consistently dependable, meets deadlines, and fulfills responsibilities with dedication and quality.
  • Planning and Organizing - Effectively prioritizes tasks, manages time well, and ensures resources are used efficiently to achieve goals.
  • Process Management - Streamlines workflows, optimizes resources, and ensures consistent, high-quality outcomes.
  • Initiative - Proactively identifies opportunities, takes action, and drives improvements.
  • Growth Mindset - Embraces challenges, learns from feedback, and continuously seeks to improve skills and knowledge.
  • Energy - Brings enthusiasm and a positive attitude to tasks, maintaining high levels of motivation and productivity.
  • Accountability - Takes responsibility for actions and outcomes, consistently delivering on commitments and owning both successes and mistakes.
  • Attention to Detail - Thoroughly reviews work, ensuring accuracy and precision in every task.
  • Client Focus - Prioritizes client needs, delivers exceptional service, and builds strong, lasting relationships through effective communication and responsiveness.
  • Collaboration and Teamwork - Works effectively with others, shares information openly, and contributes to team goals while respecting diverse perspectives and ideas.

Physical Requirements
  • Must be able to remain in a stationary position 50% of the time.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

  • Client Service Associate

    3 weeks ago

    Morristown, United States Simon Quick Advisors Full time

    Job DescriptionJob DescriptionCompany: Simon Quick AdvisorsPosition: Client Service AssociateLocation: Morristown, NJCompany DescriptionSimon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives.  We offer sophisticated strategies built around individual...

  • Client Service Associate

    2 days ago

    Morristown, New Jersey, United States Simon Quick Advisors Full time

    Job OverviewSimon Quick Advisors, a leading independent RIA, is seeking a highly skilled Client Service Associate to support our Client Advisor team with day-to-day client needs and requests.Key ResponsibilitiesCollaborate with the advisor and analyst to prioritize and execute all client-related tasks and requests.Process and populate documentation for...

  • Client Service Representative

    3 months ago

    Morristown, United States Zelis Full time

    Position Overview : The Zelis Payments Client Service Representative is part of an upbeat and caring team responsible for addressing issues or concerns from our clients related to our products and processes. Our best Client Service Representatives are super reliable, love helping people, and are great at solving problems. This team also serves as a talent...

  • Client Services Coordinator

    2 weeks ago

    Morristown, Tennessee, United States Helen Ross McNabb Center Full time

    Behavioral Health Case Manager - Various LocationsJoin a mission-driven organizationAt the Helen Ross McNabb Center, we are dedicated to enhancing the well-being of individuals and families in our communities.We are currently seeking passionate professionals to support clients across multiple counties.Available Positions:Outreach Advocate - Responsible for...

  • Client Services Coordinator

    2 weeks ago

    Morristown, Tennessee, United States Helen Ross McNabb Center Full time

    Case Manager / Counselor (Bachelor's) - Multiple LocationsWe are excited to present an opportunity for dedicated professionalsWith a variety of roles available in East Tennessee, you can contribute to the mission of the Helen Ross McNabb Center: "Enhancing the lives of those we assist"We invite you to explore the available positions and consider making a...

  • Retail Sales Associate

    3 weeks ago

    Morristown, United States Ollie's Service Full time

    Join our team and live the Ollie-tude!: (Ollies Core Values) BE A TEAM PLAYER- Associates are expected to be supportive and work together. BE CARING- How do I treat others with courtesy, dignity, and respect? BE VALUE OBSESSED- Live the good stuff cheap mindset. BE COMMITTED- Operate with grit, passion, tenacity, and action. BE GROWING- How do we get better...

  • Customer Service Associate

    2 months ago

    Morristown, United States Realtor Association Company Full time

    Job DescriptionJob DescriptionWe are seeking a Customer Service Associate to join our team! You will be responsible for helping customers by providing product and service information.Responsibilities:Handle customer inquiries and complaintsProvide information about the products and servicesTroubleshoot and resolve product issues and concernsDocument and...

  • Customer Service and Sales Associate

    6 days ago

    Morristown, Tennessee, United States Camp Bow Wow Full time

    Position: Customer Service and Sales AssociateLocation: Camp Bow Wow MorristownCamp Bow Wow Morristown is on the lookout for a motivated and dependable Customer Service and Sales Associate to enhance our vibrant team. We offer both full-time and part-time opportunities. If you possess a love for dogs and excel in customer interactions, we would be delighted...

  • Client Support Administrator – Service Planner

    1 week ago

    Morristown, Tennessee, United States Siemens Industry, Inc. Full time

    At Siemens, we are dedicated to fostering sustainable advancements through innovative technology. Our mission is to empower clients by merging the physical and digital realms, enhancing the way we live, work, and move for today and future generations. We recognize that a thriving business is built on the well-being of its employees, which is why we...

  • Client Support Representative

    7 days ago

    Morristown, New Jersey, United States AR Management Company LLC Full time

    Job OverviewWe are looking for a Client Support Representative to enhance our customer service operations. This role involves assisting clients by delivering product and service details while addressing technical challenges. The position presents opportunities for professional development and career progression for suitable candidates.Key...

  • Culinary Service Associate

    6 days ago

    Morristown, Tennessee, United States Compass Group USA Full time

    Position Title: Culinary Service Associate (Seasonal)Job Overview:We are currently seeking a dedicated Culinary Service Associate for a seasonal role. This position involves preparing, presenting, and serving food in a professional environment.Location:Details regarding the work location will be provided during the interview process.Work Schedule:This is a...

  • Culinary Service Associate

    6 days ago

    Morristown, Tennessee, United States Compass Group USA Full time

    Position Title: Culinary Service Associate (Seasonal)Job Overview:We are currently seeking a dedicated Culinary Service Associate for a seasonal role. This position involves preparing, presenting, and serving food in a professional environment.Location:Details regarding the work location will be provided during the interview process.Work Schedule:This is a...

  • Travel Nurse RN Hospice Position

    7 days ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN Hospice PositionTalent4Health is seeking a skilled travel nurse RN Hospice professional for a travel nursing job in a healthcare setting.Job DetailsSpecialty: Hospice CareDiscipline: Registered Nurse (RN)Employment Type: Travel NursingPerks: Sign in bonus of $250 and completion bonus of $250The ideal candidate will have 2-3 years...

  • Customer Service

    7 days ago

    Morristown, Tennessee, United States Camp Bow Wow Full time

    Camp Bow Wow Morristown is seeking a dedicated and enthusiastic Customer Service & Sales Associate to join our team of passionate pet care professionals. We offer both full-time and part-time positions for individuals who share our love for dogs and commitment to providing exceptional customer service.Your responsibilities will include:Creating a welcoming...

  • Traveling Registered Nurse Opportunity

    2 days ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job DetailsHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in a Labor and Delivery setting.Job RequirementsSpecialty: Labor and DeliveryDiscipline: Registered Nurse (RN)Shift: 12 hours, daysHours per week: 36Duration: 12 weeksEmployment Type: TravelAbout the PositionThis is a fantastic opportunity for a dedicated and...

  • Tax Compliance Lead

    2 weeks ago

    Morristown, Tennessee, United States Client Company Full time

    Job OverviewWe are in search of a dedicated Tax Compliance Lead to join our team at Client Company.Key Qualifications:- Minimum of 5 years of practical experience in US federal and state income tax, showcasing technical expertise.- Proficient in US GAAP income tax provisioning.- Familiarity with SAP, HFM, Corptax, or Alteryx is...

  • Traveling Healthcare Professional RN Labor and Delivery

    7 days ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Traveling Registered Nurse (RN) to join their team in a Labor and Delivery setting. As a Traveling RN, you will have the opportunity to work in a dynamic and fast-paced environment, providing high-quality patient care and collaborating with a multidisciplinary team.ResponsibilitiesProvide direct patient...

  • Tax Manager

    2 days ago

    Morristown, NJ , USA, United States Alvarez & Marsal Full time

    About the RoleWe are seeking a seasoned Tax Manager to join our Federal Tax-Private Client Services practice at Alvarez & Marsal. As a trusted advisor, you will provide expert tax guidance to private companies, their owners, and high net worth individuals.Key ResponsibilitiesProvide tax and consulting services to high net worth individuals in individual...

  • Culinary Service Associate

    7 days ago

    Morristown, Tennessee, United States Compass Group USA Full time

    Position Overview:We are currently seeking a dedicated Food Service Worker to join our dynamic team. This role involves the preparation, presentation, and serving of food in a seasonal capacity.Key Responsibilities:- Engage in food preparation tasks, including washing, peeling, cutting, and seeding various fruits and vegetables.- Accurately weigh and measure...

  • Maintenance Planning Associate – Customer Service

    2 weeks ago

    Morristown, Tennessee, United States Siemens Industry, Inc. Full time

    Join Siemens Industry, Inc. as a Client Support Administrator!At Siemens, we are dedicated to fostering sustainable advancement through innovative technology. Our mission is to empower clients by merging the physical and digital realms, enhancing the way we live, work, and travel today and for future generations. We believe that a thriving business is built...