Client Services Associate - Financial Advisory (On-Site)

Northeast Private Client Group; Florham Park (NJ); On-site; USD 50,000 - 53,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) eligibility after one year

Job summary

Northeast Private Client Group in Florham Park, NJ, seeks a Client Service Associate to support onboarding and servicing of clients in a fast-paced wealth-management environment. You will handle account paperwork, CRM data entry, client inquiries, and liaison with custodians to ensure accurate service.

Ideal candidates have a bachelor's degree in business, finance, or economics, strong communication, attention to detail, and proficiency with MS Office and CRM systems.

Qualifications

• Bachelor’s degree in business, finance, or economics preferred.
• High accuracy and attention to detail.
• Strong communication and organizational skills.
• Experience with CRM and MS Office is preferred but not required.

Responsibilities

• Serve as first point of contact for client requests.
• Prepare and review account paperwork.
• Process onboarding forms and CRM data entry.
• Respond to inquiries and coordinate with custodians.
• Maintain client communications and account records.
• Support rollovers and distributions where needed.
• Assist with special projects and reporting.

Skills

Attention to detail

Communication skills

Organizational skills

Team player

MS Office

CRM proficiency

Problem solving

Education

Bachelor's degree in business/finance/economics

Job description

Northeast Private Client Group in Florham Park, NJ, seeks a Client Service Associate to support onboarding and servicing of clients in a fast-paced wealth-management environment. You will handle account paperwork, CRM data entry, client inquiries, and liaison with custodians to ensure accurate service.

Ideal candidates have a bachelor's degree in business, finance, or economics, strong communication, attention to detail, and proficiency with MS Office and CRM systems.