Client Service Associate Position Available In Passaic, New Jersey

Client Service Associate 3.9 3.9 out of 5 stars Little Falls, NJ 07424 Our client, a small family-run financial services firm based in Morris County, NJ, is looking for their next Client Services Associate to add to their growing team!

Salary/Hourly Rate:

$80k – $110k

DOE Position Overview:

We are looking for a Client Services team member who is excited about the prospect of contributing to the growth and success of our client’s business. The Client Service Associate will handle all requests from Clients and business partners pertaining to account administration. Responsibilities of the

Client Service Associate:

Prepare all account paperwork and check pending account maintenance items. Maintain current client information in all existing databases (CRM). Assist the portfolio management or the Marketing department as needed. Organize, scan, and maintain all paper/electronic Client Files. Continue to develop technical knowledge and expertise. Continually evaluate day-to-day activities for process improvement opportunities. Develop key objectives and manage all assigned projects/tasks to achieve the key objectives promptly. Required Experience/Skills for the

Client Service Associate:

2+ years of experience within financial services (wealth management specifically). Well organized and quick to adapt. Strong attention to detail. Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint) and DocuSign. Good and clear communication skills. Proactive and strong with follow-up. Ability to work on-site 5 days a week. Preferred Experience/Skills for the

Client Service Associate:

Series 6 or 7 and Series 63 or 65 (Series 66) is highly preferred.

Education Requirements:

Bachelor’s degree is preferred or strong relevant work history.

Benefits:

Medical benefits. 401K with match and competitive profit-sharing contribution. PTO and holidays. By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy . As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.

EOE/M/F/D/V/SO

Position ID:

156147