Wealth Management Associate

4 days ago

Mt Arlington, NJ, United States Nisivoccia Full time

Consistently ranked as a Best Place to Work in the State of New Jersey, Nisivoccia, a well-established, regional CPA and Wealth Management firm seeks a Wealth Management Associate to join our team.

At Nisivoccia, Wealth Management Associate possess excellent administrative skills combined with the ability to work with clients in a fast-paced environment. Requiring strong communication skills, the Wealth Management Associate will collaborate across departments in the organization while effectively managing client accounts. Time Management is a key skill which empowers the candidate to thrive in a high-energy environment. The candidate will be collecting and analyzing information regarding the customer's income, assets, investments, or debts; determining which financial products best meet the customer's needs and financial circumstances; advising the customer regarding the advantages and disadvantages of different financial products: and marketing, servicing or promoting financial products.

Responsibilities

• Coordination of client review meetings and appointments, including all pre-and post-meeting work.

• Work with client and advisors to complete custodian-specific and firm-specific paperwork needed to open and maintain accounts.

• Handle client-related requests and account service inquiries.

• Learn and adapt to a variety of technology tools used to accomplish both client facing and back office tasks.

• Answer phones and respond to emails and other correspondence.

• Maintenance and upkeep of practice CRM database.

• Generate reports and other deliverables for both client facing and back-office needs (Letters of Instruction, illustration requests, plan designs, follow up action item plans, etc.).

Requirements

• Financial Licenses Series 7, 6, 63 REQUIRED

• Strong interpersonal and telephone communication skills

• Ability to provide a high level of authentic service and compassion to client relationships

• Strong organization skills and multi-tasking capabilities

• Dedication to high quality of work and significant attention to detail

• Ability to work independently but also collaborates/communicates well in a team environment

• Must be able to maintain the highest level of confidentiality

• Must have strong computer skills, including MS Office applications

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