• Reports to Operations manager Private Client Team
• Location – in office Plainsboro, New Jersey
• Status – Full Time – hourly
• Benefits – Yes’

Firm Overview

OMNI 360 Advisors is a multidisciplinary advisory firm serving businesses and individuals through their financial journey.

Job Summary – The client liaison or service associate is a supporting role of the Private Client Team. Responsibilities include:

• Fielding client inquires and direct client to resolution
• Administering client data gathering and maintenance
• Scheduling client meetings
• Preparing client reports
• Responding to administrative client queries
• Facilitate communication between professional disciplines

Key Accountabilities

• Ensuring timely response to all client correspondence and inquiries
• Identifying opportunities to improve client service processes
• Support client advisory in ensuring accuracy of presentation materials, preparing for meeting and following up with post-meeting deliverable
• Assisting with client onboarding and evolving participation in additional client meetings within the first year.
• Building trusted, collaborative relationship with our custodians’ operations teams and TAMP to properly and accurately execute deposits, withdrawals and other transactions.
• Collate and process tax returns
• Ensure relevant account information is available to tax accountants, legal or trust disciplines

Technology responsibilities include

• Developing expertise in our firm’s technology and software tools and platforms within your first year of employment
• Managing the Team’s CRM data

Qualifications – we seek a candidate who:

• is well organized, with extraordinary attention to detail and the ability to support multiple advisors
• is responsive and effective communicators, verbally and in writing
• Possesses strong ethics, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information
• Enjoy collaborating and being a part of a team that puts clients first
• Has the emotional intelligence and self-awareness to develop an effective working relationship with a diverse team of colleagues and to successfully serve a diverse client base
• Is eager to learn about the industry and our firm, and enjoy working in a fast-paced, hands-on environment
• Is tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software
• Is open to feedback and coaching
• Has a positive, can-do / takes ownership attitude

Education / Experience – We seek the following in our client services associates:

• a strong working knowledge of Microsoft office applications including excel, word, outlook, PowerPoint
• financial services experience helpful
• strong writing and communication skills

Salary and Benefits – We Offer

• Salary based on experience in the range of $22-$24 and hour
• Performance-based incentive pay opportunity
• Benefits including dental, vision, health care and 401(k) plan
• Partial financial support for education and training opportunities

How to Apply

Send cover letter and resume to Linda Farinola

with Subject line: Client Liaison Job Opening