Client Service Associate (Financial Services)
About The Position
Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At Hennion & Walsh, we take pride in our full-service approach to securities and our expertise in tax-free municipal bonds. Join our dynamic client service team and become an integral part of our mission to provide the highest level of advice and support to our valued clients. Why Hennion & Walsh? Unique Culture: We’re not just a team; we’re a family. Our success is rooted in a culture built on strong values, integrity, and a commitment to delivering exceptional service to our clients. Endless Opportunities: As a rapidly growing wealth management firm, your potential for internal growth and career development is limitless. We believe in fostering an environment where every team member can thrive. Your Role Collectively with our other service team members, you’ll engage in various service, operational, and administrative activities geared towards supporting our clients. Hennion & Walsh is dedicated to providing you with the tools and opportunities needed for success, while providing our clients the best client service.
Requirements
- Bachelor’s Degree preferred.
- Strong people skills, attention to detail, and a professional work ethic.
- A true team player with the ability to handle multiple responsibilities and take initiative.
- Excellent verbal, written, and interpersonal communication skills.
- Proficiency in Microsoft Office (Word, Excel and Outlook)
- 1-3 years of financial service experience preferred
Responsibilities
- Client Relationship Management: Assist in establishing and maintaining client relationships by processing requests, maintaining accounts, and promptly responding to inquiries.
- Operational Support: Provide administrative and operational support to financial advisors, including asset transfers, mail processing, money movement requests, estate paperwork and more.
- Communication Excellence: Answer client service calls daily, addressing general questions about accounts and paperwork. Prepare and send necessary documents and new account packages.
- Team Collaboration: Work closely with all service team members, contributing to a collaborative and supportive work environment.
Benefits
- Competitive compensation
- Open and supportive team-based environment
- Full medical and dental benefits
- 401(k) plan with company match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
