Filled! — Round Table Wealth Management (Westfield, NJ) Seeking Client Service Associate

SummaryThe Client Service Associate acts as a liaison between the Operations Department and Wealth Advisory department.

Essential Duties and Responsibilities include the following:

  • Establishes new accounts, manages client and custodian paperwork, generates client portfolio report and advisory agreements
  • Processes check requests & money transfers. Drafts letters of instruction
  • Initiate and follow-up on requests with financial custodians
  • Review and maintain CRM and portfolio accounting system
  • Works alongside our operations team to ensure all internal data requests are completed accurately and timely

 

Qualifications

Education / Experience:

  • Graduate of a four-year, accredited college or university
  • 1-2 years in financial services experience

Skills

  • Strong inter-personal, verbal, and written communications skills
  • Proficiency in all Microsoft Office products including Word, Excel, PowerPoint
  • Experience with CRM software
  • Ability to prioritize, manage & complete requests from multiple sources
  • Strong attention to detail to ensure accuracy & completeness of work

The Benefits

Competitive salary based on experience. Clear financial planning growth track if desired. Annual contribution to 401(k) and profit sharing. Medical coverage. Generous PTO. Summer hours. Incentivized bonus for successful completion of the CFP®.  Family-oriented workplace.

To apply for this position, please send your resume to resumes@roundtableservices.com