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Administrative Support

Location: Union City, NJ, New Jersey 07086
Posted:Tue, October 08, 2019
Salary:US$19.00 - US$20.00 per hour
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Role Purpose:
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities:
Educate clients on account services and capabilities
Input data in to financial planning tools
Assist with the preparation of reports and other materials for client meetings
Ensure appropriate documentation is collated for new accounts and service requests

Key Deliverables:
Leverage communications channels to enhance relationships with clients
Maintain management systems with up to date client information
Organize logistics for team marketing events and maintain marketing materials
Provide team with calendar detailing daily, weekly and monthly activitie
Identify service opportunities for clients

Experis is an Equal Opportunity Employer (EOE/AA)

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