Client Service Associate - Entry Level (Trainee)

Next Generation Trust Company is dedicated to empowering individuals with the control over their retirement plans through education on self-directed retirement plans and nontraditional investments. As a custodian chartered in South Dakota, Next Generation Trust Company works with its sister firm, Next Generation Services, to provide comprehensive account administration and transaction support. Clients and their advisors receive expert guidance and personalized service for seamless transaction experiences. Serving clients globally, Next Generation Trust Company operates via its website, www.NextGenerationTrust.com.

Role Description

This is a full-time, on-site role located in Roseland, NJ for an Entry Level Client Service Associate (Trainee). The Client Service Associate will handle day-to-day tasks such as providing client support, responding to customer inquiries, managing account transactions, and assisting with the administration of self-directed retirement plans. The role involves extensive communication with clients and other team members to ensure satisfaction and seamless transaction processing.

Qualifications

• Client Services and Customer Service skills
• Strong Communication and Customer Support skills
• Basic understanding of Finance
• Excellent problem-solving and organizational skills
• Ability to work in a team-oriented environment
• Proficiency in Microsoft Office Suite
• Bachelor's degree in Finance, Business, or related field preferred but not required

Industry

Employment Type

Full-time - Must live within commuting distance to Roseland, NJ. NJ applicants only.

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