Client Services Associate - Investments Servicing

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

About Us

Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently deliver exceptional results.

About Us

Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently deliver exceptional results.
As strategic business advisors and critical thinkers, we are dedicated to empowering entrepreneurs and professionals in the pursuit of genuine and often multigenerational wealth.
Our firm was established on the foundational belief that true success is achieved through attentive listening and proactive engagement, allowing us to guide our clients toward enduring financial equilibrium.

About Opportunity

NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing operations of existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, possess a keen sense of prioritization and organization, and thrive in a high-paced entrepreneurial organization. Industry experience is preferred but not required.

Specific Duties Include, But Are Not Limited To

• Serve as the first point of contact for client requests and services
• Accurately prepare, complete, and review account paperwork
• Process account onboarding forms, confirming client information is correctly entered at the custodial level as well as the firm’s CRM
• Respond to and manage client inquiries. Troubleshoot and research any account issues that arise
• Communicate with clients at a high level in a clear, courteous, and responsive manner through email, phone, and mail
• Input prospective client, current clients, and account information into the firm’s CRM accurately by following the firm’s established procedures
• Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed
• Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with the client once funds are received
• Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans
• Report to the Chief of the Servicing team and other management personnel as required/requested for completion of various investment-related tasks
• Guiding team members as needed in the successful completion of Alternative Client Support processes, deliverables, and improvementsPerform special projects as needed

Education, Training, And Skills

• A bachelor’s degree in business, finance, economics, or a related field is preferred
• High degree of accuracy and attention to detail
• Strong problem-solving skills
• Dedicated team player with strong communication skills to use information from different sources to accomplish tasks
• Ability to organize, multitask, and prioritize in a deadline-driven environment and day-to-day cycle workflow.
• Strong understanding of the MS Office suite, with an emphasis on Word and Excel
• Past industry experience is preferred but not required
• Knowledge of software NETX360, Envestnet, SEI, and Brinker Advisor platform is preferred but not required

Job Type:

Full-time on-site

Compensation & Benefits

• Base salary: $50,000 to $53,000
• Bonus potential: Discretionary, based on individual and firm performance.
• Benefits: Health, dental, vision, life, and disability; 401 (k) (eligibility after one year of employment)
• Growth & culture: Collaborative, professional environment with opportunities for expanded responsibility and long-term growth.