Client Service Specialist (Moorestown, NJ) - Urgent Position

Client Service Associate
Client Service Specialist
(Hybrid Work Schedule)

Our client’s Independent Financial Services Firm located in the Moorestown, NJ area is growing rapidly and looking to add a key employee. They are seeking a professional Client Service Associate / Client Service Specialist who is ready to help an already thriving company continue to grow. They are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. This position offers a Hybrid Work Schedule, requiring 3-4 In-Office days and 1-2 Work At Home days per week (after approximate 90 day training period is completed). If you want to join a Financial Services Firm that has experience in the industry, is dedicated to their clients, values their employees, has created a culture of success, and who offers a great career growth opportunity, this may be a good fit for you!

MINIMUM QUALIFICATIONS:

• 2+ years of experience as a successful Client Service Associate / Client Service Specialist or similar client-facing role (Example: Financial Advisor Assistant, Associate Financial Advisor, Financial Advisor, Premier Banker, Relationship Banker, Personal Banker, Etc.)
• 2+ years of Financial Services and/or Banking Industry experience in a fast-paced professional environment
• CRM Software experience (Example: Salesforce, Redtail, Etc.)
• Office Software Products experience (Example: DocuSign, Outlook, MS Suite, Excel, Power Point, Word, Etc.)
• Financial Services Software experience (Example: Wealthscape, Asset-Map, eMoney, Money Guide Pro, Etc.)
• Video Meeting Application experience (Example: Zoom, Go-To-Meeting, Skype, etc.)
• Availability To Work A Hybrid Work Schedule of 3-4 In-Office days and 1-2 Work At Home days per week

PREFERRED QUALIFICATIONS:

• SIE (Security Industry Essentials) Certification is a plus
• FINRA Series 7 & 66 -OR- 7 & 65/63 Securities License (Active & Good Standing) is a plus
• 1+ years of experience with Schwab financial services software is a plus

ROLE DESCRIPTION:
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. In providing excellent client service as a Client Service Associate / Client Service Specialist you will:

• Greet clients in a warm, friendly manner by phone, email or video call
• Initiate and track client paperwork and account transactions effectively (Example: New/Existing account paperwork processing, transfers, securities, contributions, etc.)
• Follow up on pending business with companies and clients
• Complete other various industry specific administrative tasks within established filing timelines/deadlines
• Update CRM System, Financial Services Software System and client data to reflect most current and accurate information
• Ensure inquires and concerns are addressed and resolved, achieving expected service levels
• Provide both pre/post Client Meeting Support for the Financial Advisor(s) (Example: Meeting preparations, follow up letters/communications, money transfers, etc.)
• Ensure client business flow and communication expectations are met
• Provide thorough, high-quality research, problem solving and account issue resolution
• Develop effective in-person and virtual working relationships with the Financial Advisor(s), company staff and vendors, ultimately providing effective, high-quality service for clients
• Establish a level of trust and confidence with the clients, allowing for any financial issue being discussed and solutions offered
• Provide client-centric services to clients while developing a knowledge of the client’s entire financial and family situation
• Assist clients with routine account services as needed (Example: Accessing account portals, eSign documents, resolve requests, questions, or issues and troubleshoot problems when necessary
• Develop financial planning skills to assist with client investment planning and wealth management services as needed

REQUIRED SKILLS

• Excellent interpersonal, written, and verbal communication particularly in a virtual context
• Demonstrated ability to prioritize projects and manage time
• Ability to adapt as situations or business demands change
• Self-directed initiative and follow-through
• Excellent organization and data management skills
• Ability to thrive in a fast-paced, but fun virtual office environment
• High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
• Excellent customer service and a client-centric mindset
• High attention to detail and ability to closely follow office processes & policies
• Willingness and desire to be part of a dynamic virtual team
• Ability to adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION:

• $70,000 - $90,000 Annually (Base Salary + Bonus/Incentive)
  *Based Upon Experience, Licensing and/or Certifications*
• Medical, Dental, Vision Contribution
• Tremendous Career Growth Opportunity
• Flexible Work Schedule + Great Work/Life Balance
• Generous PTO Policy & Paid Holidays

Presented by Humans Being Resources, Inc.
Thank you for your interest in the Client Service Associate / Client Service Specialist position for our client located in the Moorestown, NJ area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a Temp/Staffing Agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying “STOP” to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please submit your resume today!