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Posted: Tuesday, June 13, 2017 5:04 AM

Job Description:/h3:
COMPANY
Prudent Wealth Management, Inc., an affiliate of Vicus Capital, located in Warminster, PA, offers services covering all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long:term objectives.
POSITION SUMMARY
The Client Service Associate position is an exciting opportunity to make an impact by providing world class service and support in effort to assist clients achieve their financial goals. This candidate will perform administrative and marketing tasks, provide a high:level customer service and be responsible for other office support activities. This individual will work closely with the firms CEO and Financial Advisor. The work environment is one of a family atmosphere that is fast paced and focused on providing the highest level of service and professionalism.
DUTIES AND RESPONSIBILITIES
:New business processing
:Execute client/advisor service requests and follow up activities
:Implement and maintain marketing initiatives
:Interface with existing and new clients
:Maintain the CEOs calendar
:Field incoming telephone calls and emails
SKILLS, ABILITIES and PERSONAL TRAITS
:Ability to thrive in a fast:paced professional environment
:High degree of honesty and integrity
:Strong work ethic
:Strong organizational, follow through and analytical skills
:Excellent listening and communication skills
:Ability to develop and maintain professional relationships
:Outgoing, business:like personality
:Ability to be proactive and forward thinking
:Proficiency in Microsoft Office, particularly Word, Excel and Outlook
EDUCATION REQUIREMENTS
:A Bachelors degree is preferred with 3+ years of customer service and/or administrative work
:Experience in the financial services industry a plus
:Experience working with Pershing a plus
:Series 7 or similar credentials a plus
BENEFITS
This career opportunity is a full:time salaried position with incentive compensation. A comprehensive benefit package is provided which includes Health Insurance, Dental and Vision Insurance, 401k plan with safe harbor employer contribution.

Source: https://www.tiptopjob.com/jobs/68264447_job.asp?source=backpage


• Location: South Jersey, warminster

• Post ID: 38096313 newjersey
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