Careers in wealth management and financial planning
When you join Signet, you become part of a team of financial professionals dedicated to helping clients secure their economic freedom. This commitment extends to our employees too. We help you find the right career path and provide quality benefits, innovative technology, and a collaborative environment.
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Current openings

Client Service Representative (CSR)

Position Summary:

Signet Financial Management offers a broad range of investment and financial planning solutions to help the firm’s clients accomplish their most important financial goals. This role supports the firm’s efforts of providing exemplary customer service from our Parsippany NJ office and reports to the firm’s Chief Operating Officer.

Key Duties & Responsibilities

  • Assist clients in completing service requests
  • Ensure front-line coverage by greeting guests and answering phones
  • Manage daily administrative tasks
  • Follow a detailed on-boarding process for new clients and prospects
  • Utilize maintain and manage CRM System for all client communications
  • Support advisor’s efforts with prospects & clients
  • Support advisors with event planning and scheduling
  • Provide support to other staff on special projects as needed

Knowledge Skills & Abilities

  • Excellent customer service skills attentiveness and follow-through
  • Highly organized and detail-oriented
  • Open to coaching and collaboration
  • Knowledge of CRM System processes & DocuSign
  • Strong communication skills and excellent phone etiquette
  • Intense desire to make every interaction a positive interaction
  • Proactively participate in all company meetings

*Signet currently operates on a hybrid schedule. This position would report to the Parsippany NJ location as scheduled.