Client Services Representative

Client Services Sales Support Associate (Marlton, NJ)Harriett Financial Group is seeking a motivated and team-oriented individual to join our energetic financial planning practice.The role will require on-site work in our Marlton, NJ location.The primary role of the Client Services Associate is to ensure that our clients receive prompt and professional service along with effective problem resolution. Provide administrative and clerical support to financial representatives. This position requires excellent customer service and problem-solving skills so information may be communicated to the Financial Professionals and clients in an efficient and professional manner. Also, requires strong organizational skills and attention to detail.Responsibilities:Main point of contact for clients for their service needs including, but not limited to, general account questions, account changes, etc.Schedule and confirm client appointments.Prepare and process client paperwork for all transactions along with remedying paperwork not in good order.Document client interactions via Redtail CRMSubmit correspondence and sales material to compliance for reviewInform financial advisor of client issues of significant concernStay apprised on industry and company rules and regulationsAttend the appropriate branch meetings and conferencesOther projects and tasks as assignedSkills Required:Ability to develop strong client relationshipsExcellent oral and written communication skillsAbility to work independentlyProblem solver and critical thinkerAbility to anticipate client and advisor needsCapable of working under deadlinesAbility to do research to answer questionsSoftware Used:Redtail (CRM), Albridge, Broadridge, Investment and Insurance company websites, MS Outlook, Exceland WordKnowledgeExperience:Preferably securities registration with at least 2 years of previous experience in a sales support roleInvestmentbrokerage operations experienceCustomer service experienceThorough knowledge of mutual funds and retirement plansExperience with Financial Planning Software highly desiredSeries 6 or 7 and 63 registration required. If the candidate does not presently have, will be required to obtain within 6 months of employment.

Created: 2025-02-21