Client Services Associate

Job Title: Second-Seat Advisor Support / Client Service AssociateReports To: Senior Wealth Advisor (Top Producer)Location: Red Bank, NJ, on-siteCompensation: Base salary plus incentive compensationPosition SummaryJoin a high-performing insurance wealth advisory team as the second seat to a nationally ranked, top-producing senior advisor. You will serve as the primary point of contact for clients, take part in all client meetings, and manage all follow-up and next steps. This is a mentorship-driven role for someone who wants to grow quickly under an industry leader.Responsibilities• Attend and support all client meetings alongside the senior advisor• Act as the main point of contact for client questions and service needs• Coordinate and execute all post-meeting follow-up and action items• Handle client calls professionally and promptly• Support the case process from start to finish, including applications, paperwork, and tracking• Manage CRM• Handle client onboarding• Assist team in client development, acquisition & retentionRequirements• Active FINRA securities 7, 63, SIE license(s) and state insurance licenses (life)• Basic working knowledge of insurance, life, and investment products• Excellent written and verbal communication skills• Professional appearance and demeanor• Strong phone and interpersonal skills• Ability to thrive in a fast-paced, high-expectation office• Must be on siteWho Succeeds HereA self-motivated, competitive professional who values mentorship and wants to be part of a winning team.** To Be Considered please send your resume to: View email address on click.appcast.io Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.Park Avenue® Wealth Management is the marketing name for Park Avenue Securities LLC. Securities products and investment advisory services offered through Park Avenue Securities LLC, a registered broker-dealer and registered investment adviser. Park Avenue Securities is a wholly owned subsidiary of The Guardian Life Insurance Company of America and is located at 10 Hudson Yards, New York, NY 10001. Member FINRA, SIPC.