**Job Title:** Administrative and Client Services Specialist

**Company:** Rockdale Financial Services Inc.

**Location:** Eatontown, NJ 07724

**Salary:** $63,000 - $73,000 per year

**Job Type:** Full-time

**Benefits:** 401(k) with matching, dental insurance, health insurance, paid time off, vision insurance

**Job Description:**

Rockdale Financial Services Inc., a well-established financial services firm with deep roots in New Jersey, is seeking a dedicated and motivated individual to join our team as an Administrative and Client Services Specialist. With over 40 years of experience in the industry, our firm specializes in providing comprehensive financial solutions to individuals and business owners. For more information, visit www.RockAssets.com.

**Position Overview/Summary:**

The Administrative and Client Services Specialist will play a crucial role in supporting our financial advisors by providing exceptional administrative and client service assistance. The ideal candidate will possess strong attention to detail, excellent communication skills, and the ability to multitask effectively.

**Responsibilities:**

- Interact daily with clients, processing requests, and promptly addressing inquiries.

- Coordinate with advisors in meeting preparation and follow-up activities.

- Manage client agreements, investment applications, and account transfers.

- Utilize CRM systems for client management and communication.

- Proactively market to existing clients and prospects through various channels.

- Assist in the development and implementation of marketing plans.

- Oversee website changes or enhancements and social media sites

- Ensure alignment with the firm's mission, vision, and core values.

**Required Skills and Experience:**

- Excellent oral and written communication skills.

- Strong organizational skills with the ability to multitask.

- Proactive and self-motivated.

- Proficiency in Microsoft Word, Excel, and PowerPoint.

- Ability to work independently and collaboratively within a team.

- Detail-oriented with strong follow-up capabilities.

- Previous experience in client service or administrative roles preferred.

- Familiarity with financial services industry regulations and compliance is a plus.

-Marketing skills is a plus.

**Application Process:**

Interested candidates are required to submit a cover letter along with their resume, outlining their suitability for the position. Applicants must be willing to relocate to Eatontown, NJ 07724 and work in-person at our office location. For alternative methods of application or screening, please contact the employer directly.

Join our team at Rockdale Financial Services Inc. and be part of a dynamic and rewarding environment where your skills and contributions are valued. Apply today to embark on a fulfilling career journey in the financial services industry.

Rockdale Financial Services, Inc jobs

Administrative and Client Service Specialist