Client Associate

&Partners; New Jersey; On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Life Insurance

Short-Term & Long-Term Disability

401(k) with Company Match

Generous Paid Time Off

NYSE Holidays

Job summary

&Partners in Warren, NJ seeks a Client Service Associate to support Financial Advisors by delivering exceptional client service and handling day-to-day administration. You will assist with onboarding, account openings, maintenance, meetings, and documentation while maintaining accurate records and secure transactions; a proactive, detail-oriented teammate in a fast-paced environment. You will thrive in a collaborative wealth-management team.

Qualifications

• 2+ years of experience in the financial services or securities industry preferred.
• FINRA registration preferred.
• Knowledge of financial markets, investment terminology, and financial services practices.
• General understanding of securities regulations and regulatory requirements.
• Exceptional client service and relationship-building skills.
• Strong written, verbal, and interpersonal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Partner with Financial Advisors to support business plans and deliver a consistent, elevated client service experience.
• Assist with onboarding new clients, including gathering documentation and coordinating account openings.
• Support account maintenance, investment-related documentation, and secure transactions.
• Maintain accurate client records and information across applicable systems.
• Coordinate client meetings, travel arrangements, calendars, and day-to-day administrative needs.
• Proactively identify ways to improve efficiency and support advisors and clients.

Skills

Client-focused

Communication skills

Organizational skills

Interpersonal skills

Attention to detail

Tools

Microsoft Office

Job description

&Partners is looking for a highly motivated, organized, and client-focused Client Service Associate to join a practice in Warren, NJ. This role is an integral part of the client experience and works closely with Financial Advisors to deliver exceptional service while helping manage the day-to‑day needs of their business.

The ideal candidate is proactive, detail-oriented, resourceful, and passionate about building strong client relationships. You should be someone who takes initiative, communicates confidently, and enjoys working in a collaborative, fast-paced environment.

What You'll Do

Partner with Financial Advisors

• Work closely with Financial Advisors to support business plans and deliver a consistent, elevated client service experience.
• Support new client onboarding, including gathering documentation, preparing account paperwork, and coordinating account openings.
• Assist with account maintenance, investment‑related documentation, and secure transactions involving funds and securities.
• Maintain accurate and up‑to‑date client records and information.
• Coordinate client meetings, travel arrangements, expense reporting, calendars, files, and other day‑to‑day administrative needs.
• Proactively identify ways to improve efficiency and support the Financial Advisors and their clients.

Deliver Exceptional Client Service

• Build and maintain strong, trusted relationships with clients.
• Respond promptly to client questions and proactively anticipate their needs.
• Guide clients through the firm's products, services, and processes.
• Assist with the preparation of reports, presentations, and other materials for client meetings.
• Authenticate clients and verify appropriate authorization for transactions.
• Monitor client account alerts and ensure information remains accurate across applicable systems.
• Recognize and appropriately elevate matters requiring additional attention, including customer complaints, suspicious activity, trading errors, or potential regulatory or policy violations.

What We're Looking For

You are a client-first professional who takes pride in doing things the right way. You bring:

• 2+ years of experience in the financial services or securities industry preferred.
• FINRA registration preferred.
• Knowledge of financial markets, investment terminology, and financial services practices.
• General understanding of securities regulations and regulatory requirements.
• Exceptional client service and relationship-building skills.
• Strong written, verbal, and interpersonal communication skills.
• Excellent organizational skills and attention to detail.
• The ability to manage multiple priorities in a fast-paced environment.
• A proactive, solutions-oriented mindset and willingness to learn.
• Strong integrity, sound judgment, and discretion when working with sensitive client and financial information.
• Proficiency with Microsoft Office, including Word, Excel, and PowerPoint.

Why &Partners?

At &Partners, our people are at the heart of how we serve our clients. We value collaboration, integrity, initiative, and a commitment to excellence. You'll have the opportunity to work alongside experienced Financial Advisors, develop your expertise in wealth management, and play a meaningful role in delivering an exceptional client experience.

• Life Insurance
• Short-Term & Long-Term Disability Insurance
• 401(k) with Company Match
• Generous Paid Time Off
• NYSE Holidays

If you're a client-focused professional looking for an opportunity to grow your career in wealth management, we'd love to hear from you.