Client Service Associate
2 weeks ago
Client Service Associate - Wealth Management Firm
Available: May 2004
A boutique wealth management and planning firm located in Mt Laurel, NJ is seeking a Client Service Associate to join its team. The firm manages around $500M in assets and the Client Service Associate will be responsible for providing elite level support to all areas of operations including but not limited to:
- Client meeting preparation and follow-up
- Investment account opening and maintenance
- Compliance documentation
- Assisting in financial planning process in the form of analysis and reports
- Assisting in client relations, client inquires and representing the firm in a positive manner
The ideal candidate will have a Bachelor's Degree in Finance or a related field, a Series 7 and 6s license and 1-3 years related experience.
This is a great opportunity for someone in wealth management client service who'd prefer a more boutique firm or someone currently in an advisor role who'd prefer to move in house.
Base compensation $60-$65K plus a $5-$10K bonus a a clear path for growth.
Interested and qualified candidates should apply with resume asap for immediate consideration.
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