Client Services Specialist

Parsippany, NJ 07054

Posted: 07/19/2019 Industry: Clerical Job Number: 9040 Pay Rate: $45,000 - $50,000/yr.

The Client Services Associate provides overall client support as a member of the Advisor Team, while ensuring every client interaction upholds the company s superior service standard.


  • Primary point of contact for assigned clients via phone and email to ensure their questions are answered and needs are addressed in a timely manner

  • Exhibits professionalism while interacting with clients

  • Responsible for updates and maintenance of client contact information, correspondence, and related notes utilizing client relationship management software

  • Partners with advisor as needed on behalf of client, and provides updates to client through conclusion

  • Coordinates and prepares Advisor and client for semi-annual reviews; prepares income statement, meeting agendas, and other required items

  • Reviews and organizes notes after client meetings and coordinates any required actions and follow through

  • Processes transactions including trades, journals, and check and wire requests

  • Verifies all client transactions confirmations for accuracy on a regular basis

  • Addresses and monitors exceptions or one-off requests and ushers process through completion

  • Monitors accounts to ensure cash flow is available for systematic distributions

  • Verifies client s RMDs are satisfied on an annual basis where applicable

  • Ensures client beneficiary designations are up to date and accurate

  • Commits to ongoing education and professional development to remain current with industry


  • 4 or more years in financial services industry

  • Series 7 or the ability to pass exam within 6 months of start date

  • NJ Life License desired or the interest to pass exam within 90 days of start date

  • Experience with CRM platforms a plus

  • Experience with Portfolio Accounting systems Portfolio Center, Advent, or Tamarac
    Proficient in Microsoft Office applications

  • Excellent oral and written communication skills

  • Professional attitude, demeanor, and appearance

  • Resourceful, flexible and a strong desire to be of service to clients
  • Creative thinker with strong analytical skills

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.