This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
We are looking for a dedicated and detail-oriented Sales Assistant to join our team in Morristown, New Jersey. In this role, you will play a crucial part in supporting client service and administrative processes while ensuring accuracy and efficiency. This is a Contract to permanent position, offering the opportunity to transition into a long-term role based on performance.
Job Responsibility:
Process client service requests, such as managing financial transactions and ensuring proper documentation in internal systems
Coordinate and schedule meetings for advisors, including managing calendars to prevent conflicts and handling follow-ups after meetings
Execute account-related tasks like opening new accounts, updating beneficiary information, and preparing necessary forms for client signatures
Ensure all documentation is submitted to the appropriate department and resolve any issues that arise during processing
Maintain accurate and detailed records of all client interactions and service activities
Respond to inbound calls, addressing client inquiries and providing timely assistance
Monitor and process cash activity requests and ensure compliance with company procedures
Utilize CRM systems to track client information and streamline service workflows
Collaborate with team members to improve processes and enhance client satisfaction
Uphold confidentiality and professionalism in handling sensitive client information
Requirements:
At least 1 year of experience in a client service or administrative role
Proficiency in CRM software to manage client information and workflows
Strong organizational skills and the ability to handle multiple tasks simultaneously
Experience in data processing and maintaining accurate records
Excellent communication skills for answering inquiries and coordinating meetings
Familiarity with handling cash activity and financial transactions
Attention to detail and a process-oriented mindset
Ability to work independently and as part of a team
What we offer:
medical, vision, dental, and life and disability insurance