Evesham, NJ
Order: 324480
Our Client in Marlton, New Jersey is seeking a Client Services Associate to join their Operations Team. This is a full-time, on-site position offering a salary range of $45,000 - $50,000 per year, with opportunities for growth in the financial services industry.
Your responsibilities would include, but are not limited to:
- Acting as the first point of contact for client service needs, including account inquiries and updates
- Scheduling and confirming client appointments
- Preparing and processing client paperwork for financial transactions
- Logging client interactions and correspondence into CRM systems
- Submitting documentation and marketing materials for compliance review
- Communicating client concerns to financial advisors
- Staying current on industry regulations and company policies
- Participating in team meetings and training sessions
- Assisting with additional administrative tasks and special projects
Requirements:
- Strong communication and interpersonal skills
- Ability to work independently and anticipate client/advisor needs
- Problem-solving mindset with attention to detail
- Comfortable working under deadlines and managing multiple tasks
- Experience with CRM systems and financial planning software is a plus
- Background in financial services, customer service, or administrative support preferred
- Series 6 and 63 licenses required, or willingness to obtain within 12 months of employment