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Financial Services Representative
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Parsippany, NJ Parsippany, New Jersey |
About this job
Our client, an award winning wealth management firm, located in the Parsippany area is seeking a Financial Services Representative to support the financial advisor team. This is a direct hire role with a Top Ranked NJ firm. Responsibilities Include - Provides overall service support to the Advisor Team, while ensuring every client interaction upholds the groups superior service standard. - Primary point of contact for assigned clients via phone and email to ensure their questions are answered and needs are addressed in a timely manner - Responsible for updates and maintenance of client contact information, correspondence, and related notes utilizing
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