Client Experience & Operations Specialist

Northeast Private Client Group; Florham Park (NJ); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) plan with company match

Paid time off

Job summary

Northeast Private Client Group is a boutique financial advisory firm serving entrepreneurs, professionals, and families pursuing lasting wealth. We are seeking a Client Relationship Associate who will be the primary administrative and client-experience contact for a dedicated advisory team, guiding instructions to back-office departments and managing client communications.

You will sit at the center of data gathered from clients, advice from advisors, and execution across service, planning,

Qualifications

• Bachelor’s degree in business, finance, economics, or a related field preferred.
• High accuracy and attention to detail required.
• Strong problem-solving and communication abilities.
• Ability to organize, multitask, and meet deadlines in a fast-paced environment.
• Familiarity with financial services software is preferred but not required.

Responsibilities

• Serve as the primary day-to-day contact for a group of client households.
• Coordinate advisor direction with back-office teams and clients.
• Keep clients informed on timelines, paperwork, and next steps.
• Translate advisor direction into actionable instructions for service, planning, insurance, and investment teams.
• Track work across departments and ensure completion.
• Assist in onboarding, filings, and e-signatures.
• Support rollovers, transfers, distributions from retirement plans.
• Maintain current client records in the CRM.

Skills

Attention to detail

Strong communication

Problem-solving

Team player

Organization & multitasking

MS Office proficiency

Education

Bachelor’s degree in business, finance, economics, or related field

Tools

NETX360

Envestnet

SEI

Brinker Advisor platform

RedTail

Job description

Northeast Private Client Group is a boutique financial advisory firm serving entrepreneurs, professionals, and families pursuing lasting wealth. We are seeking a Client Relationship Associate who will be the primary administrative and client-experience contact for a dedicated advisory team, guiding instructions to back-office departments and managing client communications.

You will sit at the center of data gathered from clients, advice from advisors, and execution across service, planning,