This is a US based role – candidates outside of the United States will not be considered.

**SEEKING RECENT COLLEGE GRADUATES OR COLLEGE STUDENTS GRADUATING SOON! IF YOU’RE LOOKING FOR YOUR FIRST JOB IN FINANCIAL SERVICES/FINANCIAL PLANNING, THIS IS THE ROLE FOR YOU!**

What’s the role?

Our Client, a wealth management firm, are seeking entry level Financial Services Associates. The Financial Services Associate will be working with client brokerage accounts in an administrative capacity. And assisting the Financial Advisors with servicing their clients. The Financial Services Associate will be responsible for client onboarding, preparation of required paperwork, account opening, facilitating contributions and distributions, account maintenance, CRM data management, answering client or advisor questions, and other direct client and firm functions. **Candidates with prior internship experience in Financial Services/Wealth Management/Financial Planning highly preferred.**

What’s in it for YOU – Benefits & Perks:

  • 401(k) Matching
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Disability insurance
  • Paid Time Off
  • Bonus

Tell Me More:

  • Location: Onsite – Montclair, New Jersey
  • Salary: $50,000-$60,000/year
  • Work Pattern: Monday-Friday, standard business hours
  • Start Date: ASAP

Your day-to-day activities will include:

  • Execute client service requests, including new account openings and account maintenance
  • Follow up on client service requests to see them through to completion
  • Client data management in CRM (Salesforce)
  • Use CRM (Salesforce) to accurately record and track task work
  • Answer client phone calls and assist them with ad hoc requests relating to their accounts
  • Support advisors as an internal service associate for their clients
  • Respond to questions regarding brokerage operations, advisory accounts, and direct business
  • This role is meant to provide growth opportunities to Sr. Operations Specialists in 1-2 year

What knowledge, skills, and experience we need:

  • Ability to multitask in a fast-moving environment
  • Excellent written and verbal communication skills
  • Excellent organizational and time management skills
  • Proficient with Microsoft Office Suite or similar software

Next steps

To express your interest in this opportunity, don’t delay; please click Apply now

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Tell me more

  • Location: Onsite - Montclair, New Jersey
  • Rate: $50,000-$60,000/year
  • Work Pattern: Monday – Friday, Eastern Standard Hours
  • Start Dates: ASAP
  • Duration: Full Time
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