Client Service Associate (Wealth Management)

Atlantic Group; Woodcliff Lake (NJ); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Bonus eligibility

Job summary

Atlantic Group in New Jersey is seeking a Client Service Associate (Wealth Management) to support client relationship management, account administration, money movement, reporting, and investment operations.

The ideal candidate has 3+ years in a registered investment advisor or wealth management setting and excels in a collaborative, client-focused environment, with strong communication and organizational skills and proficiency in CRM platforms.

Qualifications

• Bachelor’s degree in business/finance or accounting preferred.
• 3+ years in client service/operations within an RIA or wealth management.
• Strong wealth management operations knowledge and custodial processes.
• Proficiency with Microsoft Office and CRM systems; Schwab custodial platforms preferred.

Responsibilities

• Serve as primary client contact, delivering high-quality service.
• Support new account openings, maintenance, and custodial paperwork.
• Process money movements, transfers, distributions per procedures.
• Maintain client records and generate reports in the CRM.
• Prepare materials and coordinate client meetings with advisory teams.

Skills

Communication skills

Organization

Customer service

Problem solving

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Microsoft Office

CRM systems

Schwab custodial

Microsoft Dynamics

Job description

Job Overview – Client Service Associate (Wealth Management)

Atlantic Group is hiring a Client Service Associate (Wealth Management) in Bergen County, NJ. Compensation: $80,000 – $95,000/year + bonus. Schedule: Monday to Friday (Hybrid). This hybrid role supports client relationship management, account administration, money movement, reporting, and investment operations while partnering closely with financial advisors. The ideal candidate has experience within a registered investment advisor or wealth management firm and excels in a collaborative, client-focused environment.

Responsibilities

• Client Relationship Management: Serve as a primary point of contact for client inquiries while delivering responsive, high-quality service and coordinating requests with internal teams.
• Account Administration: Support new account openings, account maintenance, client documentation, and custodial paperwork while ensuring accuracy and timely processing.
• Investment Operations: Process money movement requests, account transfers, required distributions, and other client service transactions in accordance with established procedures.
• CRM Management: Maintain accurate client records, document client interactions, generate reports, and support workflow management within the firm's CRM platform.
• Meeting & Reporting Support: Prepare presentation materials, coordinate client meetings, assist with reporting, and provide ongoing administrative support to advisory teams.

Qualifications

• Education: Bachelor's degree in Business, Finance, Accounting, or a related field is preferred.
• Experience: 3+ years of client service or client operations experience within a registered investment advisor (RIA), wealth management firm, or financial advisory environment is required.
• Industry Knowledge: Strong understanding of wealth management operations, investment account administration, custodial processes, and client service best practices is required.
• Technical Skills: Proficiency with Microsoft Office Suite and CRM systems is required. Experience with Charles Schwab custodial platforms and Microsoft Dynamics or similar CRM systems is preferred.
• Skills & Attributes: Strong communication, organizational, customer service, and problem-solving skills with the ability to manage multiple priorities, maintain attention to detail, and build lasting client relationships are required.