Dream job for high-performing CSA to join NBJ’s #1 Rated Culture on a Flagship Team
This is a top paying opportunity for a high performer to join a flagship wealth team at NBJ’s #1 rated culture 2 consecutive years.
You’ll work with top-notch leadership that’s been named Forbes' Best-In-State Advisor on a team known for a positive, energetic culture with good work-life balance where you'll look forward to Monday.
Qualifications Financial Client Services Associate
- You're a skilled CSA with a solid understanding of RMDs, investment products, and terminology.
- We prefer that you’re already licensed (SIE, Series 7, Series 63) and you're comfortable placing trades and handling financial transactions.
- You'd like to be a part of a high performing team where you will see that you're making a profound difference in the lives of clients and their families who you'll grow to know well.
Key Functions Financial Client Services Associate
- Much of your day will involve interacting with clients to address questions, process their requests, gather / submit forms to execute client investment transactions, and process insurance paperwork.
- The opportunity to grow and take on more complex questions and research solutions as you achieve higher levels of knowledge, experience, and licensing / designations.
- Help with trades, research, and maintain client databases, Excel sheets, forms, and reports.
- You will also help in the preparation of planning summaries for review meetings by pulling in data from multiple sources plus handling assigned post-meeting follow-up work, research, and processing.
Rewards Financial Client Services Associate
Excellent Salary & Benefits Excellent Salary and Benefits including Health Insurance, HSA, Dental, Vision, 401K, Life Insurance, AD&D, Short-Term and Long-Term Disability, FSA, Employee Assistance Program, Paid Vacation and Holidays.
1 Culture Join the #1 Culture (NBJ, 2 consecutive years) with a hungry, humble, smart environment.
- Flagship Team You'll work with top-notch leaders on a flagship team that fosters a very positive and supportive environment to help you grow and flourish.
- Community Involvement We're passionate about supporting our community with each office choosing a charity / cause to champion.
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