Integritymarketing
Client Service Associate (CSA)
Bedminster, NJ
Sponsorship not specifiedDetected 1 day ago
CRMCustomer SupportResearchCommunicationProblem SolvingCritical ThinkingOrganizational SkillsMicrosoft Office
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16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Responsibilities include, but are not limited to, account establishment, account maintenance, account transfers, money movement, client reporting, resolving notifications, and marketing submission.
- Coordinate client meetings, assist advisors(s) with meeting preparation and participate in client meetings as necessary
- Communicate with clients in a professional and friendly manner
Responsibilities
- Communicate with clients in a professional and friendly manner; build and nurture the client relationship
- Prepare and review all new account paperwork to ensure that documents are fully complete, conform to processing guidelines and are accurate
- Create, maintain, and track an RMD list utilizing internal and custodian solutions
- Document key client milestones and/or important data into systems that will assist in future client interactions
Requirements
- Minimum of 3+ years of financial services industry experience
- Must be detail-oriented
- Must be proficient with Windows-based technology and Microsoft Office
- Critical thinking, attention to detail, and multi-tasking skills required
Nice to have
- Bachelor's degree preferred
- Experience with various CRM applications
- such as Redtail or MS Dynamics preferred
- Series 7, 63, 65 or 66 licenses are preferred, but not required
Skills
- Primary Skills & Requirements:
- Excellent oral and written communication skills
Compensation
- Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Company info
- Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.
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This listing is sourced directly from Integritymarketing's careers page and normalized into a canonical job model.