Client Service Representative

Job Description

Job Description

Client Service Representative 

The Opportunity 

Full-time · $55,000–$75,000 per year 

Red Bank, NJ 

 

At Smallwood Wealth Management, service is where loyalty, repeat business, and referrals come from. We're looking for a Client Service Representative who takes pride in getting the details right and makes every client feel taken care of, whether they need a beneficiary updated or a new account opened. You'll join our seven-person client service team supporting four advisors, handling service requests across investments, insurance, and annuities and helping with new applications. 

 

About Smallwood Wealth Management 

Smallwood Wealth Management works with business owners, professionals, and corporate executives to bring confidence and clarity to growing and protecting their wealth. Through our Wealth CurveTM process, we get to know each client's ambitions, design a plan together, set it in motion, and monitor it as their life evolves. We've been refining that process for more than 30 years. 

 

About the role 

Your mission is to give every client an extraordinary experience whenever they need something from us. Most of your day is client service across investments, insurance, and annuities, with some support on new applications. No request should ever fall into a black hole: you'll keep things moving, keep clients updated, and keep advisors in the loop. 

 

What you'll do 

• Handle client service requests. Process address changes, beneficiary updates, illustration requests, and other account and policy maintenance across investments, insurance, and annuities. 
• Be a go-to contact for clients. Answer calls and emails warmly and get clients the answers they need. 
• Support new applications. Help prepare new account paperwork at Schwab, plus insurance and annuity applications with our carriers and Signal Advisors. 
• Own the follow-up. Check in with clients on outstanding paperwork and flag anything stalled to the advisor early. 
• Keep records complete. Log every client interaction in Salesforce and keep account setup current in Black Diamond, so anyone on the team can open a file and know exactly where it stands. 
• Make the process better. Spot ways to make our work faster, simpler, and more accurate, and bring them to the team. 

 

What success looks like 

In your first year, success means: 

• Service requests are acknowledged quickly and resolved completely. 
• Paperwork reaches clients promptly and is right the first time, so not-in-good-order (NIGO) rejections are rare. 
• Follow-ups happen on a consistent schedule, and advisors hear early when something stalls. 
• Account updates are accurate every time. 
• Every client interaction and document is recorded in Salesforce and our document storage. 

 

What you bring 

Required 

• 2+ years of experience in financial services or a related field, such as a wealth management or insurance office, mortgage applications, or a property and casualty agency 
• Working knowledge of Microsoft Office (Word, Excel, Outlook) 
• Experience with Salesforce (or another CRM) or Black Diamond 

Strongly preferred 

• An NJ Life & Health insurance license, Series 65, or Series 7 and 63, or the willingness to earn them (we pay for the exams) 
• Experience with account and policy service work, such as beneficiary changes, money movement, and new account paperwork 

How you work 

• Detail-oriented. Important details don't slip through the cracks. 
• Clear communicator. You write and speak clearly and concisely, by phone and by email. 
• Efficient and organized. You prioritize well and get a lot done without wasted effort. 
• Proactive. You act without being told and bring new ideas to the table. 
• Team-first. You step in to help teammates and build strong working relationships with advisors. 

 

Compensation, benefits, and growth 

• Salary: $55,000–$75,000 per year, based on qualifications 
• Benefits: medical, dental, and vision coverage; disability insurance; 401(k) with company match; paid time off 
• Location and schedule: full-time, in office at 199 Broad St, Red Bank, NJ, with some work-from-home flexibility and Summer Fridays 
• Licensing and education: we pay for your licensing exams and offer $1,500 in education reimbursement for training and certifications 
• Growth: motivated team members can take on more responsibility and may earn bonuses based on productivity and on surfacing opportunities within our client relationships 

 

Our core values 

• Get It Done: stay on course and finish what you start 
• Constant Growth: bring a growth mindset to everything we do 
• Steadfast: be consistent and disciplined in our work 
• Improvement: make things faster, better, cheaper, and smarter 
• Amazing People: enrich and encourage each other, and help grow the team 

 

 

\nCompany Description

Smallwood Wealth Management works with business owners, professionals, and corporate executives to bring confidence and clarity to growing and protecting their wealth. Through our Wealth CurveTM process, we get to know each client's ambitions, design a plan together, set it in motion, and monitor it as their life evolves. We've been refining that process for more than 30 years.

Company Description

Smallwood Wealth Management works with business owners, professionals, and corporate executives to bring confidence and clarity to growing and protecting their wealth. Through our Wealth CurveTM process, we get to know each client's ambitions, design a plan together, set it in motion, and monitor it as their life evolves. We've been refining that process for more than 30 years.