Nisivoccia & Co.
Description
Consistently ranked as a Best Place to Work in the State of New Jersey, Nisivoccia, a well-established, regional CPA and Wealth Management firm seeks a Wealth Management Associate to join our team.
At Nisivoccia, Wealth Management Associate possess excellent administrative skills combined with the ability to work with clients in a fast-paced environment. Requiring strong communication skills, the Wealth Management Associate will collaborate across departments in the organization while effectively managing client accounts. Time Management is a key skill which empowers the candidate to thrive in a high-energy environment. The candidate will be collecting and analyzing information regarding the customer’s income, assets, investments, or debts; determining which financial products best meet the customer’s needs and financial circumstances; advising the customer regarding the advantages and disadvantages of different financial products: and marketing, servicing or promoting financial products.
Responsibilities
Coordination of client review meetings and appointments, including all pre-and post-meeting work.
Work with client and advisors to complete custodian-specific and firm-specific paperwork needed to open and maintain accounts.
Handle client-related requests and account service inquiries.
Learn and adapt to a variety of technology tools used to accomplish both client facing and back office tasks.
Answer phones and respond to emails and other correspondence.
Maintenance and upkeep of practice CRM database.
Generate reports and other deliverables for both client facing and back-office needs (Letters of Instruction, illustration requests, plan designs, follow up action item plans, etc.).
Requirements
Financial Licenses Series 7, 6, 63 REQUIRED
Strong interpersonal and telephone communication skills
Ability to provide a high level of authentic service and compassion to client relationships
Strong organization skills and multi-tasking capabilities
Dedication to high quality of work and significant attention to detail
Ability to work independently but also collaborates/communicates well in a team environment
Must be able to maintain the highest level of confidentiality
Must have strong computer skills, including MS Office applications
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At Nisivoccia, Wealth Management Associate possess excellent administrative skills combined with the ability to work with clients in a fast-paced environment. Requiring strong communication skills, the Wealth Management Associate will collaborate across departments in the organization while effectively managing client accounts. Time Management is a key skill which empowers the candidate to thrive in a high-energy environment. The candidate will be collecting and analyzing information regarding the customer’s income, assets, investments, or debts; determining which financial products best meet the customer’s needs and financial circumstances; advising the customer regarding the advantages and disadvantages of different financial products: and marketing, servicing or promoting financial products.
Responsibilities
Coordination of client review meetings and appointments, including all pre-and post-meeting work.
Work with client and advisors to complete custodian-specific and firm-specific paperwork needed to open and maintain accounts.
Handle client-related requests and account service inquiries.
Learn and adapt to a variety of technology tools used to accomplish both client facing and back office tasks.
Answer phones and respond to emails and other correspondence.
Maintenance and upkeep of practice CRM database.
Generate reports and other deliverables for both client facing and back-office needs (Letters of Instruction, illustration requests, plan designs, follow up action item plans, etc.).
Requirements
Financial Licenses Series 7, 6, 63 REQUIRED
Strong interpersonal and telephone communication skills
Ability to provide a high level of authentic service and compassion to client relationships
Strong organization skills and multi-tasking capabilities
Dedication to high quality of work and significant attention to detail
Ability to work independently but also collaborates/communicates well in a team environment
Must be able to maintain the highest level of confidentiality
Must have strong computer skills, including MS Office applications
#J-18808-Ljbffr