Client Service Manager Lead

3 weeks ago


Eatontown, New Jersey, United States ROCKDALE ASSOCIATES INC Full time
Company Overview
We are Rockdale Associates Inc., a registered investment advisory firm and financial planning firm located in Monmouth County, New Jersey. Our firm has a rich history in the financial industry, with over 40 years of experience. We specialize in asset and wealth management, tax management, risk management, debt management, and estate planning.

Salary:$85,000 - $110,000 per year

Job Description:
As a Client Service Manager at Rockdale Associates Inc., you will deliver critical client support to our advisor and principal teams, providing resources and guidance to help clients achieve their financial goals. Your duties will be varied and may include supporting financial plan preparation, executing investment transactions, scheduling meetings, and responding to client inquiries. You will also maintain and update client files, interact daily with clients, and communicate proactively with clients through various communication vehicles.

Required Skills and Qualifications:
To be successful in this role, you will need exceptional oral and written communication skills, excellent follow-up and follow-through capabilities, and a personable approachable attitude. You will also be organized, meticulous, and able to multitask, with good problem-solving, mathematical, and time management skills. Additionally, you should be comfortable with public speaking and have a high degree of confidentiality and latitude.

Benefits:
Our firm offers competitive salaries, health insurance, a retirement plan, life insurance, dental, and vision benefits. We also provide opportunities for professional development and education in the field of finance and customer relationship management.

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