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Client Services Associate

We’re Hiring

Position description:

In this role, you will be responsible for supporting the firm’s vision, mission and strategy. This is a non-advice related support role. This position is ideal for someone aspiring to become an advisor or financial planner.

The client services associate will:

  • Gather, maintain and enter client information into various systems including financial planning, risk tolerance software, CRM, portfolio reporting systems, etc.
  • Assist with client onboarding, prepare presentations and other materials necessary for financial planning and portfolio reviews, answer routine client questions and service requests.
  • Support lead advisors by creating presentations and materials for client meetings. Follow-up on tasks as a result of such meetings.
  • Perform asset allocation analysis necessary for client onboarding and portfolio reviews.
  • Assist in ad hoc projects analysis, as needed

Job Requirements:

  • 4 year undergraduate degree
  • Core knowledge of the financial industry, products and investment concepts
  • Series 65 license (or equivalent) is required
  • At least three years of experience in a similar role within the financial industry
  • Salesforce or equivalent CRM knowledge is highly desirable

Skill Requirements:

  • Ability to think critically and make appropriate decisions
  • Superior communication and client service skills
  • Committed to achieving goals and objectives
  • Organized, pays attention to detail and is dependable

Location:

This position will be based at our headquarters in Falls Church, Va. We also have an open position in the Naperville, Illinois area.

To be considered for a position with our firm, email us your cover letter and resume with the job title in the subject line.

Please note: Applicants must be a U.S. citizen or permanent resident to be considered. A thorough background check is required to be considered for employment at Azzad.

Azzad does not accept resumes from group contracting firms or recruitment agencies.

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Azzad Asset Management

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