Financial Services Client Operations Specialist Position Available In Bergen, New Jersey

Financial Services Client Operations Specialist Vision Retirement Ridgewood, NJ Job Details Full-time $60,000 – $90,000 a year 1 day ago Benefits Health insurance 401(k) Paid time off 401(k) matching Qualifications Wealth management 3 years Finance Analysis skills Bachelor’s degree Computer skills Entry level Full Job Description We’re a growing retirement advice, planning, and implementation firm headquartered in Ridgewood, New Jersey. We’re seeking an Operations Specialist to assist us in our mission of providing clarity and guidance so that clients can enjoy a comfortable and stress-free retirement. As we enter an exciting new phase of growth for our business, you will have a unique opportunity to play a significant role in our success. Your position as an Operations Specialist is not only important, but critical in ensuring smooth day-to-day operations, effective client service, and efficient internal process management. Here’s an opportunity to join a successful team and work in an environment where your input really counts. You’ll be working with people who are passionate about helping others achieve their goals. While we’re not perfect, we’re committed to making Vision Retirement the top choice for financial advice, planning, and implementation for both clients and employees. What You’ll Be Doing For starters, you’ll be required to live our values. We base all our decisions on these, including who we promote. Your primary responsibility will be delivering outstanding experiences to our advisors and clients.

Here are some specifics:

Client Interactions:

Answer phones in an upbeat, friendly, and professional manner

Client Service Resolution:

Manage and resolve client service inquiries and ensure client satisfaction

Account Opening:

Setup new accounts, which includes the collection of documents and relevant information •

Client Maintenance:

Process and monitor client transactions such as account transfers, move money, account notifications, RMDs, and beneficiary changes, ensuring accuracy and compliance with company policies •

Client Follow-Up:

Make sure all paperwork is processed and completed

Workflow Management:

Utilize our CRM to complete assigned tasks related to the client

Documentation:

Document client and advisor interactions in our

CRM Scheduling Meetings:

Coordinate and schedule client meetings as needed, ensuring availability of all necessary parties

Advisor Support:

Assist advisors in meeting preparation and post-meeting work •

Systems Knowledge:

Become an “expert” in the various technologies our operations team utilizes •

Day-To-Day Support:

Participate in and sometimes manage special projects as assigned by supervisor

Ownership:

Demonstrate ownership and follow through with inquiries and tasks associated with clients Things We Require First and foremost is a passion to help others. In addition, a bachelor’s degree in a finance-related field from an accredited institution is required along with a strong focus on details, excellent verbal, written, analytical and interpersonal skills and computer knowledge. You also must come to us with a minimum of 3-5 years of relevant experience in wealth management, investments, or retirement planning.

Job Type:

Full-time Pay:

$60,000.00 – $90,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off

Schedule:

8 hour shift Ability to

Commute:

Ridgewood, NJ 07450 (Required) Ability to

Relocate:

Ridgewood, NJ 07450: Relocate before starting work (Required)

Work Location:

In person