Client Services Associate
: Job Details :

About the job

The Client Service Associate (CSA) is a client facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. The CSA will also be asked to support other aspects of the business, such as compliance, operations, and office administration.

Duties and responsibilities include, but are not limited, to:

• Provide timely and exceptional client service with flawless execution on requests, inquiries, and transactions such as money movement, security transfers, account maintenance, online access assistance and additional duties as needed.
• Responsible for the new account on-boarding process for clients consisting of preparing & gathering completed documents, processing applications on custodian platform and any additional work as required.
• Execute compliance related responsibilities such as maintaining client records, monitoring regulatory requirements, corresponding with regulatory agencies.
• Accountable for making proactive client contacts to enhance and grow the client relationship.
• Support the team in preparation of client meetings.
• The ideal candidate is one that is thorough in their work, operates with a high attention to detail, and has strong communication, organization, time management and problem-solving skills.

Qualifications:

• Strong verbal, written, and interpersonal communication skills.
• Strong competency with Microsoft Outlook, Word, Excel, and PowerPoint
• Education – Bachelor's degree in business related fields
• Experience: 5+ years of client-facing financial services experience
• Securities Licenses: Series 65 or comparable

Skills and Abilities:

• Energized by working in a firm with aggressive growth aspirations.
• Ability to adapt to a rapidly changing and fast paced business and technology environment.
• Passionate about being challenged and continuing to learn and develop.
• Ability to work both independently and in a team environment.
• Effective organizational, multi-tasking, and prioritizing skills with a can-do approach to work.
• Enjoy working autonomously in creative problem solving

Salary: Competitive compensation based on relevant experience.

About Premier Path:

Premier Path values excellence with an aggressive pursuit of growth. We empower our team members to exceed expectations by providing an environment of autonomy, accountability and innovation. Rooted in integrity, collaboration, and grit, we are fierce advocates for our clients.

To foster a culture of entrepreneurship, we award our associates by making them owners of the firm's success by sharing in our growth and profits.

Our family-like culture embraces a lifetime of learning, where your dedication fuels continuous improvement and unparalleled success.

We invest in our employees and offer competitive Health & Retirement Benefits! This full-time position is required on-site at our location in Madison, NJ.

Premier Path provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.