Senior Client Service Associate – December, 2024 

About Us: McLaughlin Private Wealth (MPW) is an independent, boutique financial advisory firm with over $600 AUM and growing, based in Mount Laurel, NJ.  We provide comprehensive private wealth management and advanced planning advice to High Net Worth (HNW) clients, including multi-generational families, professionals, entrepreneurs, individuals in transition (primarily women) and corporate retirement plan sponsors. We operate with a client-first, fiduciary philosophy, delivering customized financial solutions that address our clients' most complex needs.

Our values are based first on integrity as we strive to develop genuine relationships with each client understanding their needs and concerns.  We focus on delivering distinctive advice and service to clients and fostering trust through building long-term and meaningful relationships.  As a team, we set the bar high for ourselves and each other, expecting excellence in all we do, and we seek colleagues who share the same values.

About You:  We are seeking a team player who strives to develop into the best version of your professional selves. To be successful at MPW, you must be tenacious, have a ‘can-do’ mindset, be energized by owning responsibilities, be inquisitive to offer ideas, and be ready to put the effort and time in to get the job done, including after hours if the need arises.  We provide a flexible and supportive environment and care about people----our clients, our employees, and our community.  If you have compatible values and work ethic, enjoy a friendly environment where you will be an important part of a team that works hard and supports each other, then you are a good candidate. Our focus for this hire is on both the person and the skill sets.

The Opportunity:  Join our Client Service Team as a key contributor to the client experience.  The Senior Client Services Associate (Sr. CSA) plays a vital role in supporting our Wealth Management Team by ensuring client satisfaction through personalized service and efficient task management. This position offers a pathway to growth, with potential career progression to roles such as Wealth Management Associate, Senior Wealth Management Associate and Wealth Advisor or into a Client Service managerial role.  The opportunity is yours for the making based upon the effort and initiative set forth and the value you deliver to clients and our overall MPW team.

Position Details:

Duration:  Permanent, full-time

Location: Office located in Mount Laurel, New Jersey.  Hybrid work considered.

Compensation: Competitive salary, bonus, and benefits package

Key Responsibilities:   

• Client Service: Deliver exceptional service, resolve client inquiries, and enhance client relationships through attentive and proactive support. 
• Client Interaction:  Grow into serving as a primary point of client contact for non-advice issues, managing escalated needs and building stronger client relationships.
• Decision Making:  Exercise greater judgment in resolving client issues and acting as a liaison between clients and advisors.
• Meeting Support: Prepare advisors for client meetings, manage follow-ups, and ensure timely completion of action items.  Participate in client meetings when needed taking notes and owning task follow-up.
• Operational Tasks:  Efficiently process and execute tasks and be able to manage multiple priorities at once.  Tasks would include new account setup, distributions & deposits, 401K rollovers, estate administration processing, registration changes, RMD monitoring and other routine account maintenance issues.
• Overseeing Complex Client Requests:  Working autonomously on more complex client tasks seeing them through to completion and documentation of same.
• Compliance:  Ensuring compliance with firm policies and regulatory requirements.
• Financial Planning & Investment Support:  Effectively use financial planning software to enter client data, prepare reports, and support investment management projects.
• Mentoring:  As we grow staff, lead or mentor more junior CSAs.
• Team Collaboration: Work closely with all MPW team members to achieve overall business and client service goals.

Qualifications:

• 3-5 years of financial services experience, preferably in client service in wealth management.
• Series 7 & 63 licenses preferred.
• Possesses a strong understanding of financial products, services and operational procedures.
• Bachelor’s degree in a related field (Business, Finance, Economics) with a strong academic record.
• Passion for learning and/or demonstrated interest in Wealth Management.
• Proficient in technology and financial software applications including Microsoft Suite (Excel, Word, etc.), CRM databases, financial planning, and portfolio management software.
• Superior relationship management skills; positive and professional demeanor and comfortable interacting directly with clients.
• Strong organizational and communication skills. 
• Client-focused, resourceful, and highly motivated to learn and contribute.
• Resourceful and able to navigate through roadblocks strategically leveraging resources.
• Excellent problem-solving skills, thinks critically to make reasoned judgments before taking action.
• Strong attention to detail with high degree of accuracy
• Solid work ethic with history of taking initiative, being accountable, follow-through, and delivery a quality work product.
• Trustworthy, able to work with discretion when dealing with highly personal and confidential data.

Why MPW?  We foster a collaborative, supportive environment valuing excellence, integrity, and commitment to client success. If you are a proactive team player looking for a dynamic role in wealth management, we invite you to apply via LinkedIn or submitting your resume to:

Linda L. McLaughlin, RICP®

Partner, Chief Operating Officer

linda@mclaughlinpw.com
www.mclaughlinpw.com