Series 7 and 66 Licensed Associate

Job Summary

A company is looking for a Client Service Associate to provide excellent service to clients in a remote setting.

Key Responsibilities

• Respond to client requests promptly and accurately
• Assist Advisors with client meeting preparation and follow-up tasks
• Process account applications and manage internal portfolio updates

Required Qualifications

• 2 years of financial services experience and prior remote working experience
• Proficient in Microsoft Office and financial planning software
• Able to travel to the office in Hopewell, NJ for quarterly meetings