Client Service Associate

SAX Advisory Group; Parsippany-Troy Hills (NJ); Presencial; USD 75.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Hybrid work

Insurance benefits

Disability insurance

401K with match

Tuition reimbursement

FSA

Wellness initiatives

Descripción de la vacante

SAX Advisory Group, a multi-disciplinary firm based in Parsippany, NJ, is seeking a full-time Client Service Associate to support onboarding, scheduling, and client communications. This onsite role may transition to hybrid depending on management approval.

The CSA will assist wealth advisors, handle paperwork, ensure regulatory compliance, and maintain strong client relationships and records. Strong attention to detail and teamwork are essential.

Formación

• Bachelor’s degree or 1 - 3 years of experience in a client service role, preferably in financial services or wealth management.

Responsabilidades

• Support client onboarding, including setting up new accounts and required forms.
• Schedule and coordinate client meetings, prepare materials and follow-ups.
• Address client concerns professionally and escalate to advisors as needed.
• Process client transactions (deposits, withdrawals, transfers) with accuracy and compliance.
• Monitor client accounts and update on changes and distributions.
• Prepare and deliver regular account performance reports and statements.
• Maintain compliance with regulations and firm policies in all interactions.
• Keep organized client records with data security and confidentiality.
• Assist Wealth Advisors with data entry and client reviews, update CRM.
• Collaborate with advisors and portfolio managers for seamless service.
• Communicate with custodians and financial institutions to resolve inquiries.

Conocimientos

Client service

Financial services

Wealth management

Educación

Bachelor’s degree

Herramientas

CRM

Portfolio tools

MS Office

Windows

Descripción del empleo

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity, and meaningful client relationships. With $7 billion in collective assets, Sax Wealth Advisors is able to maintain a boutique-style firm feel, while having a larger overall focus on client’s financial goals. As a wholly owned subsidiary ofSAX Advisory Group, an accounting, tax and advisory firm, Sax Wealth Advisors provides a wide range of solutions to help prepare for your future and enhance your financial position at every stage of life. Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. We are Fee-Only advisors focused solely on your priorities and goals, and never on selling proprietary investment products.

We are actively seeking a full-time Client Service Associate to join our growing firm based in Parsippany, NJ office. This position requires to be onsite and a potential to go hybrid.

Summary

TheClient Service Associate (CSA) plays a vital role in supporting the operations of Sax Wealth Advisors by delivering exceptional service to clients and supporting the team of wealth advisors. This role involves coordinating with clients, processing paperwork, handling administrative tasks, and ensuring efficient, client-focused experience. The CSA is key to fostering client relationships, maintaining operational excellence, and contributing to the overall success of the firm.

Essential Duties and Responsibilities

• Support client onboarding, including setting up new accounts, processing forms, and ensuring all required documentation is complete and accurate.
• Schedule and coordinate client meetings, prepare necessary materials, and handle follow-ups.
• Address client concerns with professionalism and elevate issues to advisors or management as appropriate.
• Process client transactions, such as deposits, withdrawals, and account transfers, ensuring accuracy and compliance with regulatory standards.
• Monitor and manage client account activities, including tracking required minimum distributions, account changes, and updates.
• Assist with preparing and delivering regular account performance reports, statements, and other documents.
• Help ensure compliance with all relevant regulations and firm policies in all client interactions and documentation.
• Maintain organized client records and files, ensuring confidentiality and compliance with data security standards.
• Support the Wealth Advisors in day-to-day tasks, including data entry, assist in preparing client reviews, and updating CRM systems.
• Work closely with advisors, portfolio managers, and other team members to ensure seamless client service.
• Communicate with custodians, financial institutions, and third-party vendors to resolve client-related issues and inquiries.
• Support cross-functional projects and team goals as required by management.

Qualifications

Education and/or Work Experience

• Bachelor’s degree or 1 - 3 years of experience in a client service role, preferably in financial services or wealth management.

Specialized Skills

• Familiarity with Custodians (Charles Schwab, Fidelity and Altruist)
• Working knowledge of Windows Operating systems & Microsoft Office
• Experience with tools used on daily basis – CRM, and other Portfolio Management tools is a plus.

Other Qualifications

• Strong Attention to accuracy and detail.
• Strong interpersonal skills and the ability to work well with others and communicate with various personality types and levels of expertise.
• Ability to multi-task and quickly switch priorities when necessary to manage deadlines.
• Must be organized and efficient in a demanding work environment.
• High personal standards and sound judgement
• Open and receptive to feedback and coaching
• Generous Paid Time Off and Holidays
• Hybrid Work Schedule (subject to Management Approval)
• Health and Wellness Initiatives and Incentives
• Medical, Dental, Vision and Life Insurance
• Short- and Long-Term Disability
• Flexible Spending Accounts
• Tuition Reimbursement for Advanced Degrees
• 401K Plans with Sax Matching Contribution

Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. SAX does not sponsor applicants for U.S. work visa status for this position or for any future positions.

SAX Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

New Jersey Pay Range

$75,000 - $85,000 USD