What are the responsibilities and job description for the Client Associate position at Ellis Financial Advisory?
Client Service Associate
Office: Nutley & West Orange with Hybrid (WFH) Possibility
Employment Type: Full Time or Part Time
Position Summary:
Client Service Associate to assist Financial Advisor (owner) with the development and growth of the business. Ideal candidate is someone with prior client service associate experience from a wirehouse (Merrill, Morgan, etc) or regional, that wants flexibility and improved quality of life.
Sick of corporate life? Need more flexibility? Done with the 9-5, but not ready to fully retire? Ideal candidate is currently in this role, just burnt out with corporate politics, servicing too many advisors, or needs flexible hours.
Duties & Responsibilities:
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, and maintaining key information
- Onboard and maintain client accounts, including collecting client information, processing move money transactions, and handling estate needs (examples)
- Prepare client reports and materials for client meetings
- Review and take action on client account alerts
- Perform administrative duties that support Financial Advisor in daily business practices, including scheduling meetings, travel arrangements, updating CRM, maintaining client files
Education & Experience:
- Three or more years industry experience
- Licensing not required (Series 7, Series 66 or Series 63 and Series 65), although would support/sponsor if desired
- High School Diploma/Equivalency
Knowledge/Skills
- Strong industry, product knowledge
- Exceptional writing, interpersonal, and client service skills
- Detail oriented with superior organizational skills, ability to prioritize tasks
- Strong computer skills and knowledge of Microsoft Office products, Zoom
- Knowledge of financial services products such as stocks, bonds, mutual funds, annuities, insurance, managed accounts
Compensation
Expected base pay between $35,000 and $85,000 per year, depending on experience, education, licenses and desired hours.
Job Types: Full-time, Part-time
Pay: $35,000.00 - $85,000.00 per year
Benefits:
- Professional development assistance
Physical setting:
- Office
Schedule:
- 4 hour shift
- 8 hour shift
- Monday to Friday
- No nights
- No weekends
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- West Orange, NJ 07052: Reliably commute or planning to relocate before starting work (Required)
Experience:
- prior client associate (Preferred)
Work Location: Hybrid remote in West Orange, NJ 07052
Salary : $35,000 - $85,000