Urgent! Client Service Associate Job Opening In Parsippany-Troy Hills – Now Hiring Vista Wealth Solutions
About Us
The Curran Group is a well-established, family-owned financial planning and wealth management firm with nearly 40 years of experience helping clients achieve their financial goals.
Our reputation is built on trust, integrity, and personalized service.
Position Overview
We are seeking a motivated, detail-oriented individual to join our team and help us continue to grow in the future.
This individual will play a key role in supporting our advisors, ensuring seamless client service, and maintaining efficient office operations.
This role is ideal for someone who enjoys organization, client interaction, and problem-solving, and who is eager to learn the inner workings of a financial services firm.
The position demands a self-motivated and independent worker.
While there is ample opportunity to receive support and/or interact with clients and others, the ideal candidate will be comfortable working independently, potentially remotely, for extended periods.
With structured mentorship, the right candidate will have the opportunity to take on increasing responsibility and grow into senior leadership within the firm's operations team.
For the ideal candidate, this role may evolve into a long-term succession path for our current Director of Operations, who is expected to retire in a few years.
Key Responsibilities
* Deliver high-quality client service, serving as the primary point of contact for client inquiries.
* Prepare, update, and distribute client reports, presentations, and account documentation.
* Maintain and improve office procedures, including CRM database management, cloud storage organization, and process documentation.
* Partner closely with the Director of Operations to learn firm systems, compliance processes, and management practices.
* Conduct research projects to support advisors and improve business processes.
* Manage light technology support, including troubleshooting software issues, coordinating with vendors, and ensuring smooth office operations.
* Assist in planning and coordinating client meetings, events, and communications.
* Support compliance and record-keeping processes in accordance with industry standards.
* Identify and recommend workflow improvements to enhance efficiency and scalability.
Qualifications
Bachelor's degree preferred, or equivalent professional experience.
* Prior experience in financial services or administrative/operations roles strongly valued.
* Strong organizational and project management skills with exceptional attention to detail.
* Excellent written and verbal communication skills.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); comfort with CRM systems and cloud-based tools.
* Demonstrated aptitude for learning new systems and processes quickly.
* Ability to handle confidential information with discretion.
* Self-motivated, resourceful, and eager to grow within the firm.
* Interest in leadership development and willingness to be mentored for long-term growth.
Career Path
This role is designed with a clear progression path.
Successful candidates may advance to:
* Service Advisor
* Senior Administrative/Office Manager
* Director of Operations (with long-term mentorship and development as part of our succession plan)
Compensation & Benefits
* Competitive salary commensurate with experience
* Health insurance coverage
* Retirement plan with employer matching contributions
* Opportunities for professional development and continuing education
* Supportive, family-oriented work environment with long-term career growth potential
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Unlock Your Client Service Potential: Insight & Career Growth Guide
Real-time Client Service Jobs Trends in Parsippany-Troy Hills, United States (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Client Service in Parsippany-Troy Hills, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 134527 jobs in United States and 748 jobs in Parsippany-Troy Hills. This comprehensive analysis highlights market share and opportunities for professionals in Client Service roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! Vista Wealth Solutions is currently hiring and seeking a Client Service Associate to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Client Service Associate Jobs Parsippany-Troy Hills.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Vista Wealth Solutions adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Client Service Associate Jobs United States varies, but the pay scale is rated "Standard" in Parsippany-Troy Hills. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Client Service Associate typically include Information And Record Clerks and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your Client Service Associate interview at Vista Wealth Solutions, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Vista Wealth Solutions's products or services and be prepared to discuss how you can contribute to their success.
By following these tips, you can increase your chances of making a positive impression and landing the job!
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