Client Services Associate
Northeast Private Client Group, Florham Park, NJ, United States
Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently deliver exceptional results.
As strategic business advisors and critical thinkers, we are dedicated to empowering entrepreneurs and professionals in the pursuit of genuine and often multigenerational wealth.
Our firm was established on the foundational belief that true success is achieved through attentive listening and proactive engagement, allowing us to guide our clients toward enduring financial equilibrium.
About Opportunity
NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing operations of existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, possess a keen sense of prioritization and organization, and thrive in a high-paced entrepreneurial organization. Industry experience is preferred but not required.
Specific duties include, but are not limited to:
Serve as the first point of contact for client requests and services
Accurately prepare, complete, and review account paperwork
Process account onboarding forms, confirming client information is correctly entered at the custodial level as well as the firm’s CRM
Respond to and manage client inquiries. Troubleshoot and research any account issues that arise
Communicate with clients at a high level in a clear, courteous, and responsive manner through email, phone, and mail
Input prospective client, current clients, and account information into the firm’s CRM accurately by following the firm’s established procedures
Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed
Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with the client once funds are received
Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans
Report to the Chief of the Servicing team and other management personnel as required/requested for completion of various investment-related tasks
Guiding team members as needed in the successful completion of Alternative Client Support processes, deliverables, and improvements
Perform special projects as needed
Education, Training, and Skills:
Bachelor’s degree in business, finance, economics, or a related field is preferred
High degree of accuracy and attention to detail
Strong problem-solving skills
Dedicated team player with strong communication skills to use information from different sources to accomplish tasks
Ability to organize, multitask, and prioritize in a deadline-driven environment and day-to-day cycle workflow.
Strong understanding of the MS Office suite, with an emphasis on Word and Excel
Past industry experience is preferred but not required
Knowledge of software NETX360, Envestnet, SEI, and Brinker Advisor platform is preferred but not required
Job Type:
Full-time on-site
Base salary: $50,000 to $55,000
Bonus potential: Discretionary, based on individual and firm performance.
Benefits: Health, dental, vision, life, and disability, 401k (eligibility upon one year of employment)
Growth & culture: Collaborative, professional environment with opportunities for expanded responsibility and long-term growth.
#J-18808-Ljbffr
As strategic business advisors and critical thinkers, we are dedicated to empowering entrepreneurs and professionals in the pursuit of genuine and often multigenerational wealth.
Our firm was established on the foundational belief that true success is achieved through attentive listening and proactive engagement, allowing us to guide our clients toward enduring financial equilibrium.
About Opportunity
NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing operations of existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, possess a keen sense of prioritization and organization, and thrive in a high-paced entrepreneurial organization. Industry experience is preferred but not required.
Specific duties include, but are not limited to:
Serve as the first point of contact for client requests and services
Accurately prepare, complete, and review account paperwork
Process account onboarding forms, confirming client information is correctly entered at the custodial level as well as the firm’s CRM
Respond to and manage client inquiries. Troubleshoot and research any account issues that arise
Communicate with clients at a high level in a clear, courteous, and responsive manner through email, phone, and mail
Input prospective client, current clients, and account information into the firm’s CRM accurately by following the firm’s established procedures
Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed
Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with the client once funds are received
Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans
Report to the Chief of the Servicing team and other management personnel as required/requested for completion of various investment-related tasks
Guiding team members as needed in the successful completion of Alternative Client Support processes, deliverables, and improvements
Perform special projects as needed
Education, Training, and Skills:
Bachelor’s degree in business, finance, economics, or a related field is preferred
High degree of accuracy and attention to detail
Strong problem-solving skills
Dedicated team player with strong communication skills to use information from different sources to accomplish tasks
Ability to organize, multitask, and prioritize in a deadline-driven environment and day-to-day cycle workflow.
Strong understanding of the MS Office suite, with an emphasis on Word and Excel
Past industry experience is preferred but not required
Knowledge of software NETX360, Envestnet, SEI, and Brinker Advisor platform is preferred but not required
Job Type:
Full-time on-site
Base salary: $50,000 to $55,000
Bonus potential: Discretionary, based on individual and firm performance.
Benefits: Health, dental, vision, life, and disability, 401k (eligibility upon one year of employment)
Growth & culture: Collaborative, professional environment with opportunities for expanded responsibility and long-term growth.
#J-18808-Ljbffr