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Finance - Client Service

Asset Staffing

Finance - Client Service

Union City, NJ
Full Time
Paid
  • Responsibilities

    Job Description

     

    Client Associate will be responsible for supporting Financial Advisors. Responsibilities include:

    Assist with the review and processing of financial planning agreements

    Review documentation to ensure financial planning deliverable and fees are processed correctly

    Assist Advisors with inquiries and issue resolution

    Monitor inbox

    Qualifications:

    Bachelor’s Degree in Finance or related field. Strong communications with the ability to speak to Financial Advisors. Prior experience within financial industry. Strong organization skills and attention to detail. Strong computer skills. Advanced Excel skills preferred. Customer/client service experience call center experience. SIE certification