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Client Service Associate

Company: Paradigm Wealth Advisory
Location: Bridgewater
Posted on: November 24, 2022

Job Description:

*JOB SUMMARY*

The Client Service Associate is a key member of our team whose primary function is to deliver superior service to our clients. The ideal candidate will have a passion for developing meaningful client relationships in addition to the ability to learn in a fast-paced financial services firm.

*DUTIES AND RESPONSIBILITIES*

- The Client Service Associate is considered to be the first person our clients interact with whether it be in person when they come into our office or on the phone when they call our main office line. Must be the friendly face/voice that clients look forward to encountering.

- Day-to-day office management, including but not limited to acting as the primary point of contact for incoming and outgoing correspondence, company level calendar management, files organization, managing the office supplies and assisting with preparing for onsite meetings.

- Preparation of client facing materials including investment reports, letters, and other correspondence.

- Assist with various client events throughout the year.

- Maintenance of all hard copy and electronic client records.

- As needed, work alongside the Financial Advisors to complete various operational duties such as account openings, beneficiary updates and distributions.

*QUALIFICATIONS AND SKILLS*

- Detail-oriented with the capacity to multi-task and manage time effectively.

- Resourceful with strong problem-solving skills and a strong work ethic.

- Ability to take ownership of tasks and projects seeing them through to completion.

- Excellent written and oral communication skills.

- Attentive listening skills with the ability to analyze facts and draw appropriate conclusions.

- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, account aggregation systems, and client relationship management software.

- General knowledge and understanding of the investment, insurance and financial planning industry.

- High School diploma or higher.

*ABOUT US*

Paradigm Wealth Advisory is a full service, independent financial planning and investment management firm based in Bridgewater, New Jersey. Collectively, the principals have been providing financial and investment services for more than 40 years. The Firm's mission is to provide every client with the highest level of individualized service our profession has to offer. We customize our advice to each client, providing them with recommendations and implementation assistance to meet their specific goals and needed.

Our clients consist of near retirees, retirees, corporate executives, business owners, associations, and qualified retirement plans. The Firm's strong growth trajectory is primarily due to an outcome-oriented approach and disciplined financial planning and investment management process.

*SALARY AND BENEFITS*

- Full-Time Position - 9am to 5pm

- Competitive salary based on experience and industry standards.

- 401(k) with match, Medical & Dental Benefits.

- Vacation, Sick & Holiday Pay.

- Great work environment.

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Schedule:
* Monday to Friday

Education:
* High school or equivalent (Preferred)

Experience:
* Microsoft Office: 1 year (Preferred)
* Customer Service: 1 year (Preferred)

Work Location: One location%58047475%

Keywords: Paradigm Wealth Advisory, Trenton , Client Service Associate, Other , Bridgewater, New Jersey

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