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Client Service Associate

Company: MJP Wealth Advisors
Location: Farmington
Posted on: May 16, 2022

Job Description:

MJP Wealth Advisors is an independent Registered Investment Advisory firm providing comprehensive wealth management and investment advisory services to high net worth individuals, families and businesses. Founded in 1981, MJP Wealth Advisors has been helping clients manage their wealth and achieve their financial goals for over 40 years. The firm has offices in Farmington, CT and Westport, CT.

MJP Wealth Advisors been nationally recognized by Financial Times and Forbes as a top independent wealth advisory firm, and has also received regional recognition by Hartford Business Journal, Hartford Magazine and Wilton Magazine.

Job Summary:
MJP Wealth Advisors is currently in search of an experienced Client Service Associate to join our growing team in our Farmington location. The Client Service Associate will be responsible for providing dedicated operational and sales support to our team of wealth advisors and excellent service to our clients. The ideal candidate is a team player and quick learner who thrives in a dynamic, fast-paced environment.

Bachelor's degree or equivalent experience required
5+ years of client service, administrative and/or financial services experience
Detail oriented and superior organizational skills
Ability to multi-task and work in a very fast-paced environment
Excellent verbal and written communication skills
Knowledge of investments, insurance and/or financial planning is a plus
Strong technical skills and ability to learn web-based advisory software used by firm for CRM, portfolio reporting and document management.
Strong computer skills and highly proficient in MS Office

Responsible for providing operational and sales support to team of wealth advisors and excellent service to clients.
Maintain existing client relationships and provide a high-level of service to clients by addressing client requests, resolving client inquiries and serving as liaison between advisor and client.
Onboard new client accounts and manage overall onboarding process, which includes collecting client information and required documentation, processing account transfers, and monitoring account information.
Prepare review reports and other materials for client meetings.
Perform account maintenance requests, including money transfer requests, address changes and personal data updates.
Complete ad hoc, client-related projects as needed.

Keywords: MJP Wealth Advisors, New England , Client Service Associate, Other , Farmington, Northeast

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