Client Service Associate

Client Service Associate

Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area, seeks a talented and professional Client Service Associate to join a fast-paced team. We are energetic, collaborative and client service focused. Our clients come first. We are seeking a candidate who possesses excellent interpersonal skills, is accurate, and has a professional presence.

If you are a Client Service Associate with experience in financial planning, who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribution, then do not miss this great opportunity! Find out more about the firm at personalwealthstrategies.com (

Salary & Benefits

• Salary range of $70,000-85,000
• Group Medical Insurance
• Dental Insurance
• Vision Insurance
• Long Term Disability Insurance
• Traditional or Roth IRA
• Paid Time Off
• Professional Development Assistance
• Tuition Reimbursement for industry/job related education
• Work remotely every Friday

Duties & Responsibilities

• Prepare client meeting agendas, gather client data, and prepare reports
• Attend and take notes during client meetings
• Document, track, and execute client meeting tasks, including follow-up with client
• Maintain records in our CRM (Redtail) and portfolio management software
• Enter client data into MoneyGuide platform and build preliminary plans under the guidance of the advisors
• Provide support to the advisors and clients as needed
• Assist where needed – we are a small team, we cross-train, and we all wear multiple hats

Qualifications

• 1-3 years of experience in financial planning/investment management
• Experience using Money Guide Pro/eMoney and/or Redtail CRM are a plus, but not required
• Licenses - Not required at hire but must be willing to obtain Series 7 and Life & Health
• “Client Service Plus” work style
• Detail oriented and able to manage your own time and tasks
• Problem solving and resourcefulness

The Process

Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

We are an equal opportunity employer.