Wealth Services Associate

Quantum Group

Bedminster, NJ, United States
Client inquiry management
Web-based research
Outbound client calls
This role is a client-centric position that requires the individual to manage and respond to client inquiries via phone, email, and fax

Job Summary

  • This role is a client-centric position that requires the individual to manage and respond to client inquiries via phone, email, and fax.
  • The individual will also be responsible for researching doctors and prescriptions, making outbound calls to clients for appointment confirmations, and verifying necessary information for client and advisor meetings.
  • Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge.

Matching Summary

This role is a client-centric position that requires the individual to manage and respond to client inquiries via phone, email, and fax.

Skills & Requirements

Must-have

  • Client inquiry management
  • Web-based research
  • Outbound client calls
  • Database maintenance
  • Claims processing
  • Service challenge escalations

Nice-to-have

  • Building positive relationships
  • Collaboration and trust
  • Family-like environment
  • Rewarding and cutting edge

Key Requirements

  • High School degree or equivalent
  • 2-4 years of relevant experience
  • Prior customer service experience
  • Prior administrative experience
  • Microsoft Office suite proficiency
  • Ability to learn proprietary systems

Work Rights

Not specified

Tailored Resume

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