Client Services Associate - Wealth Advisory (Hybrid)

SAX Advisory Group; Parsippany-Troy Hills (NJ); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Paid time off

Hybrid work

Insurance benefits

Disability insurance

401K with match

Tuition reimbursement

FSA

Wellness initiatives

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Client service

Financial services

Wealth management

Education

Bachelor’s degree

Tools

CRM

Portfolio tools

MS Office

Windows

Job description

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.