Client Operations/Service Associate

Regency Wealth Management is looking for a client operations/service associate with at least five years of retail financial experience. The ideal candidate will be detail-oriented with excellent interpersonal skills, professional acumen, and proficient computer skills.

Key Skills required include:

• An ability to multi-task

• An ability to work both independently and with a team

• Strong written and verbal communication skills

• Proficiency in Microsoft Excel, Word, and PowerPoint

• An ability to learn new programs with ease

Job Tasks include, but are not limited to:

• Office Operations

o Creating and processing account paperwork

o Onboarding new clients in multiple software programs

o Interacting with multiple custodians

o Handling client Requests

o Calculating and processing Required Minimum Distributions (RMDs)

o Maintaining existing client files

o Processing and reconciling billing

o Update, Audit, and Verify

o Perform several key audits regularly

o Verify information in our reporting software and financial planning software

o Update and manage CRM

o Creating and changing workflow lists as needed

o Preferred software Knowledge

o Fidelity Wealthscape Platfrom

o Envestnet Tamarac Reporting Software and Rebalancer

o Red Tail Technologies CRM

Regency Wealth Management is a boutique financial planning and investment management firm in Northern New Jersey.

Please submit your resume to Mark Reitsma at mreitsma@regencywealth.com