Client Service Associate

4 months ago

Morristown, United States Simon Quick Advisors Full time

Company: 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 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 PositionThe 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.

  • Litigation Client Service Specialist

    3 weeks ago

    Morristown, United States Staff Full time

    As a member of the Client Services Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). The CSS works collaboratively and cooperatively with others in a team-oriented...

  • Postal Service Delivery Associate

    18 hours ago

    Morristown, Tennessee, United States US Postal Service Full time

    The US Postal Service seeks a qualified individual for the position of Rural Carrier Associate. The successful candidate will be responsible for delivering and collecting mail along a designated rural route, using a company-provided vehicle.About the Job:Estimated salary: $72,000 - $90,000 per yearLocation: Various locations across the countryJob type:...

  • Litigation Client Service Specialist

    3 weeks ago

    Morristown, United States Staff Full time

    As a member of the Client Services Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). The CSS works collaboratively and cooperatively with others in a team-oriented...

  • Client Service Executive Officer, CSS

    3 weeks ago

    Morristown, United States The Travelers Companies, Inc. Full time

    Who Are We? Taking care of our customers, our communities and each other. Thats the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Client Service, Officer, Account Specialist, Executive, Operations, Risk Manager, Insurance, Business Services

  • Route Service Associate

    2 weeks ago

    Morristown, Tennessee, United States Aarons Full time

    Discover a dynamic career with Aaron's as a Route Service Associate!Aaron's: Your Partner in SuccessWe're more than just a furniture and electronics retailer – we're a team of dedicated professionals passionate about helping our customers achieve their goals. As a Route Service Associate, you'll play a vital role in delivering exceptional customer...

  • Customer Service Associate

    2 weeks ago

    Morristown, Tennessee, United States Advance Financial Full time

    Job OverviewWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing world-class customer service to our clients, assisting with loan applications, and working collaboratively with team leads to meet and exceed monthly goals.

  • Client Advisor III

    2 weeks ago

    Morristown, United States Peapack-Gladstone Bank Full time

    Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients' needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy. What makes...

  • Financial Services Specialist

    3 weeks ago

    Morristown, Tennessee, United States First Horizon Bank Full time

    Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at First Horizon Bank. As a key member of our banking center, you will play a vital role in providing exceptional customer service and financial expertise to clients.Key Responsibilities:Process financial transactions for clients with accuracy and efficiency.Collaborate...

  • Registered Nurse

    3 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job Title: Registered Nurse - Med Surg OpportunityAbout the Job:We are seeking a highly skilled Registered Nurse to join our team in Morrisville, Vermont. This is a 13-week opportunity with 36 hours of work per week, with 12-hour shifts scheduled for days.The ideal candidate will have experience in Med Surg and possess strong clinical skills. A dedicated...

  • Customer Service Associate

    3 weeks ago

    Morristown, Tennessee, United States Food City Full time

    Retail Sales Associate Job OverviewWe're seeking a friendly and detail-oriented Retail Sales Associate to join our team at Food City! As a key member of our sales team, you will be responsible for operating the cash register, handling customer transactions, and maintaining a clean and organized store environment.Key Tasks:Process cash transactions accurately...

  • Financial Planning Associate

    3 weeks ago

    Morristown, Tennessee, United States Simon Quick Advisors Full time

    Job Title: Financial Planning AssociateJob Summary:Simon Quick Advisors seeks a skilled and detail-oriented Financial Planning Associate to support the Client Advisor team with day-to-day client needs and requests. The successful candidate will work collaboratively to prioritize and execute all client-related tasks and requests, ensuring timely and accurate...

  • Customer Service Associate

    4 hours ago

    Morristown, Tennessee, United States PeopleShare Full time

    OverviewPeopleShare is a leading staffing agency in the region, providing temporary to hire and permanent jobs in New Jersey and Pennsylvania. As a Call Center Representative, you will be working with an innovative healthcare client in Whippany, NJ.

  • VP, Client Solutions

    3 weeks ago

    Morristown, United States Lumanity Full time

    Overview / About us Lumanity is dedicated to improving patient health by accelerating and optimizing access to medical advances. We partner with life sciences companies around the world to generate evidence to demonstrate the value of their product, translate the science and data into compelling product narratives, and enable commercial decisions that...

  • VP, Client Solutions

    3 weeks ago

    Morristown, United States Lumanity Full time

    Overview / About us Lumanity is dedicated to improving patient health by accelerating and optimizing access to medical advances. We partner with life sciences companies around the world to generate evidence to demonstrate the value of their product, translate the science and data into compelling product narratives, and enable commercial decisions that...

  • Client Relationship Manager

    5 days ago

    Morristown, Tennessee, United States Continental Full time

    About Continental">Continental is a world-leading provider of industry and service solutions using a range of materials for off-highway applications, on rails and roads, in the air, under and above the ground, in industrial environments, for the food sector and the furniture industry.With a global presence, Continental employs over 200,000 people in 56...

  • Travel Nursing Opportunity in Vermont ED

    3 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    HealthEcareers - Client is currently seeking a skilled Travel Nurse RN to join their team in Morrisville, Vermont.Salary and BenefitsThe estimated salary for this position is $120,000 - $150,000 per year, depending on experience. In addition to the competitive pay package, you will also receive a tax-free stipend amount to be determined.About the JobThis...

  • Travel Nurse RN Specialist

    3 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    About This OpportunityWe are seeking a skilled Travel Nurse RN to join our team at Skyline Med Staff Nursing.This 13-week contract offers an exciting opportunity to work in the ED - Emergency Department, providing top-notch care to patients in need.The successful candidate will possess excellent nursing skills, a passion for delivering high-quality patient...

  • Associate/Sr Associate-Data Quality

    2 weeks ago

    Morristown, United States Stefanini Inc Full time

    Job Details Senior Associate Associate/Sr Associate-Data Quality Morristown, NJ Posted: 12/7/2021 Job Description Job ID: 30 Job Category: Senior Associate Position Type: Employee Positions Available: 5 Associate/Sr Associate- Data Quality Location: Morristown, NJ Come work with us KMK is a global data analytics and technology consulting company empowering...

  • Office Services Working Supervisor

    3 weeks ago

    MORRISTOWN, United States C&W Services Full time

    This position embodies an exceptional customer service experience to the client/colleague/end user in a corporate environment for a global professional services firm. The On-Site Supervising Operating Associates primary focus is building relationshi Supervisor, Customer Service, Office, Property Management, Business Services, Skills

  • Office Services Working Supervisor

    2 weeks ago

    Morristown, United States C&W Services Full time

    This position embodies an exceptional customer service experience to the client/colleague/end user in a corporate environment for a global professional services firm. The On-Site Supervising Operating Associates primary focus is building relationshi Supervisor, Customer Service, Office, Property Management, Business Services, Skills Learn More