Operations/Client Service Associate - Hybrid Work

· Princeton, New Jersey
Employment Type Full-Time
Minimum Experience Entry-level
Compensation $45,000 - $55,000

Novi Wealth Partners is a fee-only registered investment advisory firm in Princeton, NJ.  We are looking to fill a full-time, hybrid position.  The Operations/Client Service Associate will provide support to the advisors and provide exceptional proactive client service.  This position involves regular interaction with clients; excellent communication and writing skills are essential.  This is a career track opportunity - in addition to the responsibilities for this position, you will be eligible to pursue a career path specializing in Technology, Human Resources, or Marketing. The right candidate will be a lifetime learner who continually seeks to grow their personal and profession skills. 



Core Values for every employee

 

  • The desire to deliver excellence in everything you do.
  • Embrace integrity and high moral standards.
  • Employ an entrepreneurial mindset; be creative, motivated, and adaptable.
  • Be humble in your dealings, knowledge without having all the answers.
  • Approach people and situations with empathy and curiosity.


Below are a list of typical responsibilities for this position.  We are more concerned with attitude, not aptitude; we will provide training to the right person.

 

Typical Responsibilities:

 

  • Monitor and answer phones
  • Schedule client meetings
  • Scanning and filing 
  • Greet clients and make them feel comfortable
  • Assist with client concierge items, birthday cards, gifts, and events
  • Make sure CRM records are accurate and up to date
  • Process new account applications and account transfers 
  • Preparation of other forms for client implementation 
  • Assist with transferring client assets to Novi
  • Maintain an organized client folder in SharePoint 
  • Assist clients with FAQ (portal password resets, statement requests, tax form requests)
  • Assist with projects as needed
  • Deliver an exceptional client experience 

  

Qualifications:


  • Undergraduate degree preferred
  • Organizational expertise and the ability to work independently
  • Knowledge of Microsoft Office Suite
  • Enthusiasm and the desire to learn
  • Excellent written and oral communication skills
  • Ability to utilize digital tools to enhance client experience
  • Passion for Marketing/Technology/Social Media
  • Experience in the financial services industry a plus


Benefits:


  • 401k match
  • Tuition Reimbursement
  • Full Medical and Dental coverage
  • Disability Insurance
  • Paid Time Off (PTO)
  • Hybrid Work Schedule*


*Novi Wealth currently uses a hybrid work schedule.  You will be required to work in the office for at least 1 week (5 consecutive days) per month.  If preferred, job can be in office full-time.


At Novi Wealth Partners trust, knowledge, and service are the foundational elements of our relationship with our clients.  We work with a limited number of families. We will always, without hesitation, choose the solution that is in our client’s best interest.  Our enthusiasm and motivation derives from our conviction in this belief and from the satisfaction we derive from assisting our clients in leading more meaningful and fulfilling lives.

 

The culture of Novi Wealth Partners has a collaborative environment where the team learns from and supports one another to deliver an exceptional client experience.  As our firm grows, we want to ensure we have enough associates in place to continually deliver on the service expectations we have promised to our clients.


Company culture is paramount, each employee adds value to you, the company, and the clients.  Focus your attention on client needs by supporting each other to foster harmony, stability, and growth. We have all come from different belief systems and varying exposure and perspectives of the world. It is important to embrace and respect these differences to enhance our culture.  


Novi Wealth is an Equal Opportunity and Affirmative Action Employer.  We evaluate qualified individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identify, disability, protected veteran status, and other statutes protected by law.


Novi Wealth Partners is seeking someone that wants to leave the world a better place than they found it, your role at Novi can make a small contribution towards that objective.


 

"Empowering all to find their definition of wealth, while providing the confidence to achieve it." 

 

Thank You

Your application was submitted successfully.

  • Location
    Princeton, New Jersey
  • Employment Type
    Full-Time
  • Minimum Experience
    Entry-level
  • Compensation
    $45,000 - $55,000