Client Service Associate

3 months 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.

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