Client Service Associate - Leading Financial Advisory Firm

Talisman Wealth Advisors, a growing financial advisory firm located in Mountainside, NJ, is seeking a Client Service Associate to join our team. We are a financial planning firm that has client service as our #1 priority, and we are looking for someone with the same mindset to join us as a full-time CSA. You will be working with our team under the direction of our Lead Advisors. As a small business, we work as a tight-knit team. To learn more about the firm, please visit our website: talismanwealthadvisors.com. We focus on financial planning geared towards women, first generation wealth, and business owners.

Salary & Benefits:

• Starting salary of $65,000 to $75,000 per year, based on experience
• 401(k) with safe harbor 3% match
• Health insurance stipend
• Vacation/PTO
• Great team working environment with professional growth opportunities
• Healthy work-life balance is a priority to us, and we want it to be a priority for you too

Responsibilities:

• Handle all paperwork for clients and the firm’s custodian
• Respond to client requests quickly and professionally
• Client meeting prep and follow up tasks
• Deliver a high-quality and consistent client experience while proactively identifying areas for improvement
• Provide administrative support to the Lead Advisors
• Coordinate client meeting scheduling, including in-person and video meetings

• Follow workflows in our CRM and assist to refine existing workflows and build new ones
• Proactively assist lead advisors to push tasks to completion – “what can I take off your plate?”

Requirements:

• 5 years of experience in client service in a financial advisory firm
• Proactive in taking tasks off Lead Advisors
• Ability to handle a variety of tasks and prioritize
• Good time management and able to work autonomously – we do NOT micromanage
• Tech-savvy with the ability to learn to navigate various web-based platforms
• Positive, energetic, friendly, and client service-oriented
• Detail-oriented and organized
• Ability to follow/interpret procedures and see tasks and projects through to completion
• NOT required but will be a plus – experience with any of our tech – Redtail, LPL, Schwab, MoneyGuide Elite, & Calendly

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is 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.