- 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
