Client Service Associate Assistant – Entry Level
| Company | Hennion & Walsh |
|---|---|
| Location | Parsippany-Troy Hills, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s Degree preferred
- Strong people skills
- Attention to detail
- Professional work ethic
- Excellent verbal, written, and interpersonal communication skills
- Proficiency in Microsoft Office (Word, Excel, and Outlook)
- 1-3 years of customer service experience preferred
Responsibilities
- Assist in establishing and maintaining client relationships by processing requests, maintaining accounts, and promptly responding to inquiries
- Provide administrative and operational support to financial advisors, including asset transfers, mail processing, money movement requests, estate paperwork, and more
- Answer client service calls daily, addressing general questions about accounts and paperwork. Prepare and send necessary documents and new account packages
- Work closely with all service team members, contributing to a collaborative and supportive work environment
Preferred Qualifications
- Bachelor’s Degree preferred
- 1-3 years of customer service experience preferred