Client Service Associate
2 weeks ago
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As a Client Service Associate, you will be responsible for providing exceptional service to our clients in Marlton, NJ. This includes scheduling appointments, preparing paperwork, and communicating effectively with financial advisors and clients.
We are looking for a motivated and organized individual who can work independently and as part of a team. If you have experience in sales support roles, customer service, or brokerage operations, we encourage you to apply.
Key Responsibilities:
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• Main point of contact for clients
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• Schedule and confirm client appointments
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• Prepare and process client paperwork
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• Document client interactions via Redtail CRM
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• Submit correspondence and sales material to compliance for review
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• Inform financial advisor of client issues of significant concern
Requirements:
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• Ability to develop strong client relationships
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• Excellent oral and written communication skills
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• Ability to work independently
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• Problem solver and critical thinker
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• Ability to anticipate client and advisor needs
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• Capable of working under deadlines
Compensation:
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The salary for this position is $22.00/hour, with opportunities for raises upon completing FINRA requirements (Series 6 minimum). We also offer medical coverage allowance and Simple IRA.
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