Client Service Associate
Hanlon Investment Management - Egg Harbor Township, NJ

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POSITION: Client Service Associate
DEPARTMENT: Client Service
REPORTS TO: Client Service Manager

JOB SUMMARY: A client service associate is responsible for all aspects of opening, maintaining and servicing Hanlon Investment Management accounts.

  • Opening and maintaining client accounts
  • Communicating with Advisors regarding account questions, service requests, and all other matters
  • Processing both monetary and clerical transactions.
  • Assisting in office administration tasks, including answering phones
  • Assisting with special projects as needed
  • Demonstrates knowledge, skills and experience in the financial services industry
  • Ability to communicate effectiv ely, both orally and in writing
  • Possess strong organizational and time management skills
  • Use of the utmost discretion in dealing with highly sensitive and confidential information
  • Proficiency with MS Office Suit e
  • None
  • Ability to work indoors at a desk for extended periods of time
  • Ability to ascend and descend a set of stairs
  • Ability to lift a nd carry 10-20 pounds as needed
  • Listen, talk, interact, and effectively communicate with other employees, supervisors and outside contacts
  • Standing and/or sitting for extended periods of time
  • Use of phone and/or computer for extended periods of time
  • Bending, reaching and twisting in the performance of daily job functions
  • Seeing, reading, writing, utilizing a computer keyboard, mouse and other computer implements
  • Ability to work a set schedule consistent with job and/or business needs
Persons with mental or physical disabilities are eligible as long as they can perform the essential functions of the job after reasonable accommodation is made to their know n limitations. If accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible.

Education: Bachelor’s Degree

Experience: 1 to 2 years Financial Services/Brokerage preferred


Monster - 16 months ago - save job