Client Service Associate

DBJ Wealth Management; Town of New Hartford (NY); On-site; USD 50,000 - 65,000; Full time

Job summary

DBJ Wealth Management is seeking a Client Service Associate to support advisors and clients through account administration, financial planning support, and client communications. This role offers exposure to all aspects of a client-focused wealth management practice and a path toward a future advisory career.

Ideal candidates are curious, dependable, eager to develop professionally, and committed to delivering outstanding service.

Qualifications

• No industry experience required.
• Curious, dependable, eager to develop professionally.

Responsibilities

• Client Experience & Relationship Support will assist in delivering responsive client service.
• Support account administration and communications to help advisors.
• Contribute to a high-quality client experience and smooth operations.

Skills

Client experience

Job description

At DBJ Wealth Management, we help clients achieve peace of mind through thoughtful planning, trusted guidance, and exceptional service. As a Client Service Associate, this role supports advisors and clients through account administration, financial planning support, and client communications, helping deliver the responsive, high-quality experience that defines DBJ.

This position provides exposure to all aspects of a client-focused wealth management practice and serves as an excellent opportunity for individuals interested in financial services, operations, or a future advisory career. Team members work in an environment that values reliability, integrity, excellence, growth, and continuous learning. No industry experience is required; ideal candidates are curious, dependable, eager to develop professionally, and committed to delivering outstanding service.

What You'll Do

• Client Experience & Relationship Support