CLIENT SERVICE ASSOCIATE

HFM Investment Advisors is seeking a Client Service Associate to join our growing team. We are an independent, fee-based investment management firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us as a full time CSA. You will be working with our client service team under our client service coordinator, Roxanne. As a small business, we all wear many hats and work as a tight-knit team. To learn more about the firm, please visit our website: hfmadvisors.com

CANDIDATES SHOULD POSSESS THE FOLLOWING VALUES:

• Team mindset - someone who puts the success of the team ahead of themselves.
• Efficiency - getting things done expeditiously without sacrificing quality.
• Integrity - honest and able to deal with sensitive client information.
• A Positive Attitude - our office thrives on our collective positive outlook.

CLIENT-FACING RESPONSIBILITIES:

• Servicing client investment accounts – coordinating deposits, withdrawals, address changes, objective changes, etc.
• Answer main office incoming calls, transfer/take message/perform next step as appropriate.
• Greets office guests and provides refreshments - keep the office common areas stocked with supplies and ensure the areas are neat and presentable.
• SIMPLE IRA Project Manager – Responsible for handling incoming contributions and documenting as appropriate. Collaborating with Retirement Plan Associate on annual open Enrollment.
• Required Minimum Distributions (RMD) Project Manager – Responsible for coordinating and processing RMDs for eligible clients each year.

NON-CLIENT FACING RESPONSIBILITIES:

• Input contact information into Salesforce.
• Keep Salesforce process workflows and tasks updated and moving forward
• Copy/scan/shred throughout process of all servicing cases per HFM guidelines.
• Attend and contribute to team meetings – we value everyone's input
• Coordinating and sending out monthly client birthday/anniversary cards and milestone gifts.
• Open daily Mail (USPS/UPS/FEDEX) and distribute or process appropriately.
• Handle firm errands (post office, UPS, B&N, Local Bank, ShopRite, or client's office) as needed.
• Supply Inventory Management for office including tracking costs and returns.
• RSVP/register team members for outside meetings/events as directed.
• Social media connection requests

MINIMUM REQUIREMENTS:

• 2 years of experience in financial services industry
• Experience with a CRM – Salesforce experience is a big plus!
• Experience working with financial custodians (Schwab, TD Ameritrade, etc)
• Intermediate level of skill with Microsoft Office Suite
• Tech savvy with ability to quickly learn to navigate various web based platforms
• Attention to detail and ability to work in a team environment
• Professionalism and discretion with client information
• Ability to follow/interpret procedures, and employ reason to accomplish tasks and duties efficiently and effectively
• Great communication skills, both verbal and written

COMPENSATION:

• Salary Range: $40,000-60,000 based on industry experience
• Bonus: Variable based on company metrics

PERKS:

• 401(k): 3% Safe Harbor contribution based on employee's base salary
• Insurance: Health, Dental, Vision (100% paid for Employee - Family/Spouse coverage available)
• Starting: 9 firm paid holidays, 5 days PTO in addition to accrued sick time per NJ regulations

Qualified candidates will be invited to schedule a 15 to 30 minute phone interview conducted by our consultant (who is the hiring manager for this position), then an in-person interview with the firm. If there is mutual ground on which to move forward, candidates will be asked to take a Caliper assessment and a Kolbe assessment. Qualified candidates must be able to pass a background and credit check and because of the sensitive nature of our clients' information, will be asked to sign a non-disclosure agreement.