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Perigon Wealth Management, LLC · 13 hours ago

Senior Customer Service Associate

Edison, NJ

Full-time

Hybrid

Senior Level

5+ years exp

Gitterman Wealth Management, LLC is a dedicated investment advisory firm with over 25 years of experience, serving individuals in the academic community, business owners, and high-net-worth clients across the United States. The Senior Client Service Associate will play a pivotal role in delivering an outstanding customer experience, addressing client inquiries, managing accounts, and ensuring superior customer satisfaction.

Asset ManagementFinancial ServicesFinTechImpact InvestingRisk ManagementWealth Management

Hiring Manager

Eli Rauch

Responsibilities

Promptly addressing client inquiries and concerns

Providing exceptional customer support

Managing client accounts

Ensuring superior customer satisfaction

Maintaining impeccable phone etiquette during client interactions

Delivering an outstanding customer experience

Acting as a knowledgeable and empathetic point of contact for clients

Qualification

Customer SupportCustomer ServiceCRM toolsWealth managementCommunication abilitiesAttention to detailOrganizational skillsProblem-solving

Required

5-10 years of applied experience in Financial Service company, in similar Client Service role

Strong skills in Customer Support and Customer Service

Proven ability to enhance Customer Satisfaction and provide an exceptional Customer Experience

Excellent Phone Etiquette and communication abilities

Attention to detail and organizational skills

Effective problem-solving capabilities and ability to manage multiple tasks

Proficiency with CRM tools and customer service software is an advantage

Preferred

Prior experience in wealth management or financial services is preferred

Bachelor's degree in business, finance, or a related field is recommended

Company

Perigon Wealth Management, LLC

Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals.

Founded in 2004

San Francisco, California, USA

51-200 employees