Client Services Associate

Red Bank, New Jersey
Administrative & Support Services (Office and Administrative Support Occupations)
Job Type
Working Hours
8:30 AM - 5:30 PM
US$ 19.00 - US$ 22.00 per hour
Ref. Number
Lubischer, Gabrielle, Spherion
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Job Description

Do you have a degree in Finance or Accounting?
Are you looking to embark on a career in financial services?
Do you have an eye for detail? Are you meticulous?
Are you comfortable learning and mastering new technologies?
Are you all about helping people?

This is an outstanding opportunity for someone to join a successful and growing Financial Services practice in Red Bank. This position will provide an opportunity for someone to learn the Financial Advisory business, while supporting and being mentored by an established wealth advisor.

Coordinates the client paperwork process (e.g. processes new paperwork, distribution requests, contributions, beneficiary changes, follow ups).
Assists with compliance requirements and advertising approvals.
Sends periodic client correspondence???a weekly email, monthly mailings, invitations.
Plans and coordinates client events.
Develops and maintains written documentation (systems) of all activities.
Assists in managing and updating the website.
Other administrative duties in the office

Working hours: 8:30 AM - 5:30 PM

Excellent interpersonal skills.
Excellent attitude and an extraordinary client service orientation.
Superior phone skills-friendly and helpful in all interactions on the phone.
Excellent organizational and time management skills and ability to coordinate multiple projects at one time.


0-1 years

Proficiency with Microsoft Office Suite.
A genuine interest in serving and caring for other people.
A keen interest in wealth management.
Proficiency with Microsoft Office Suite.

If you feel your background matches the requirements of this great opportunity, please apply directly or feel free to give our office a call at 732-224-1166. Thank you!

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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