Client Services Associate
Robert Half - Parsippany, NJ
Apply NowJob Description
Join a leading wealth management firm committed to delivering unparalleled financial advisory services. Our team of experts is dedicated to providing personalized, comprehensive wealth management solutions to high-net-worth clients. We are looking for a dynamic and client-centric Client Service Associate to join our elite team.**Cultivating and maintaining strong relationships with high-net-worth clients, ensuring exceptional service and client satisfaction.Assisting in the preparation and execution of tailored financial plans, investment strategies, and wealth management solutions.Monitoring and managing client portfolios, providing timely updates and ensuring alignment with clients financial goals and risk tolerance.Overseeing account opening, maintenance, and documentation, ensuring compliance with regulatory requirements and internal policies.Acting as the primary point of contact for clients, addressing inquiries, resolving issues, and providing proactive communication on market trends and investment opportunities.Preparing and delivering detailed performance reports, highlighting key insights and recommendations for optimizing client portfolios.Working closely with financial advisors, portfolio managers, and other team members to deliver seamless and integrated wealth management services.**Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred2+ years of experience in a client service role within the wealth management or financial services industry.Series 7 and 66 licenses preferred but not requiredStrong understanding of investment products, financial markets, and wealth management strategies.Proficiency in CRM software and financial planning tools.Client-focused, detail-oriented, and proactive with a passion for delivering superior client service.
Created: 2024-09-26