Client Service Officer

Peapack-Gladstone Financial - Bedminster, NJ

Full-time - Entry Level

Bedminster, NJ

Credit Intermediation and Related Activities

About the position

The Client Service Officer I provides Wealth Advisors, Portfolio Managers, and other Wealth staff along with their clients, outstanding and responsive support for all issues. Conducts client onboarding and manages the day-to-day, ongoing service of client relationships. The position is responsible for maintaining the highest quality service to clients, prospects, as well as internal partners, ensuring the accuracy of client account administrative activities and developing collaborative relationships with clients.

Responsibilities

• Accurate and timely processing of new account openings, account transfers, account maintenance (i.e., address and beneficiary changes), money movement transactions (deposits & withdrawals), and IRA contributions and distributions.
• Promptly field questions from clients and internal team members as well as provide proactive communication and information as appropriate.
• Responsible for entire process of opening and funding new accounts, which includes preparing Know Your Client (KYC) documentation, drafting comprehensive client on-boarding documents (both internal and third-party custodian), submitting to custodians and ensuring account(s) are opened correctly and are fully funded.
• Responsible for setting up new clients/accounts in Tamarac and setting new clients up on the Tamarac Client Portal.
• Enter and maintain all client and prospect data in the CRM, ensuring accuracy and consistency.
• Set-up and maintain all new accounts, households and reporting groups in the Portfolio Management System.
• Complete Initial and Annual Admin Reviews, scanning and filing of client correspondence and paperwork, answering phones, processing incoming and outgoing mail, and completing New and Closed Account forms.
• Participate in projects and/or initiatives as assigned, with the intent of continual improvement in processes, client experience, efficiency, etc.

Requirements

• Bachelor's degree in finance/business or equivalent work experience
• Client service experience (2-5 yrs.) in wealth management, financial services or a similar industry preferred
• Proficient in Microsoft Office
• Excellent verbal and written communication skills
• Detail oriented with strong organizational skills
• Must have exceptional critical thinking skills
• Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently
• Demonstrated integrity and ability to maintain confidentiality

Nice-to-haves

• Previous experience using Client Relationship Management (CRM) system and Portfolio Management system (PMS) a plus.
• Previous experience with Fidelity Investments and/or Charles Schwab.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Competitive PTO package
• 401k match