As one of those who will work directly with both clients and other administrative staff, the Financial Services Specialist is a client experience coordinator who responds to client inquires as appropriate, carries out certain transactions, and conducts outreach meeting activities. The Financial Services Specialist is instrumental in developing strong internal and external relationships, and works closely with our various product and platform resource suppliers, CPA partners and our broker-dealer, Avantax. We believe in a team-based approach using collaboration and accountability.

Location: Alloy Silverstein’s offices in Cherry Hill, NJ and Hammonton, NJ.

 
Position Description

This position will be focused on assisting with client and prospect financial services. Some responsibilities are included below:

• Communication: Important point of contact with clients in person and on the phone. Good writing and communication skills
• Account Paperwork: Establish new accounts and asset transfers. Complete on-going client paperwork
• Client Meeting Preparation: Client meeting agenda, portfolio summary reports, sending client invitations, etc.
• Document meeting notes for those meetings you attend.
• Passion: Have a passion for helping clients with personal financial and retirement planning!
• Tax Season Prep: Assist the team with tax preparation items.
• Skills: Communication, Client Centric; Initiative; Work Quality/Ethic; Relationship Building; Learning and Understanding the Business
• System Knowledge: Microsoft Office Suite.  You will also learn other specific resource systems such as Redtail client contact, Avantax website, and other provider websites.
• Organization: Maintain comprehensive and accurate records, documents and reports; organize meetings, including scheduling and sending reminders; and assist the team with the weekly planning of priorities.

 
Qualification Requirements

• High School Degree or GED
• In lieu of college degree, 2+ year of industry experience
• Desire to obtain FINRA series 6 and or series 7, FINRA Series 63 and 65 or 66, and insurance license preferred

Working Schedule: This is a full-time position with hours Monday through Friday from 8:00 AM to 5:00 PM EST. During tax season additional hours will be available.

About Us:

Alloy Silverstein Financial Services is a financial and investment planning firm headquartered in Cherry Hill, NJ and is currently seeking a full-time Financial Services Specialist. Our small team provides tax-optimized wealth management services through client-focused, comprehensive and proactive advice. As part of The Alloy Silverstein Group, Alloy Silverstein Financial Services is backed by Alloy Silverstein Accountants and Advisors, a regional public accounting firm with over 65 years of quality tax and business expertise.

Apply online at: https://alloysilverstein.com/our-team/careers/financial-services-specialist/