Client Services Associate | Wealth 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 year

Job summary

Northeast Private Client Group is a boutique financial advisory firm dedicated to our guiding principles of attentive listening and proactive engagement. We support entrepreneurs and professionals in pursuing genuine, often multigenerational wealth, delivering enduring financial equilibrium.

The firm seeks a Client Service Associate to onboarding new clients and service existing ones. This role emphasizes detail, organization, and clear communication in a fast-paced, entrepreneurial environment.

Qualifications

• Bachelor’s degree preferred in business, finance, economics, or related field.
• High accuracy and attention to detail essential.
• Strong problem-solving and communication skills required.
• Organized team player able to multitask in deadline-driven environment.
• Proficient with MS Office, especially Word and Excel.
• Industry experience is a plus but not required; familiarity with listed software is helpful.

Responsibilities

• Serve as first point of contact for client requests and services.
• Prepare, complete, and review account paperwork accurately.
• Process onboarding forms; confirm custodial and CRM data entry.
• Respond to client inquiries; troubleshoot and research issues.
• Communicate with clients clearly via email, phone, and mail.
• Enter prospective and current client data into CRM per procedures.
• Maintain client and custodian contact to open accounts and transfers.
• Assist clients rolling over funds from qualified retirement plans.
• Ensure required minimum distributions are met for applicable clients.
• Report to Chief of Servicing; assist with investment-related tasks.
• Guide team members on alternative client support processes.
• Perform special projects as needed.

Skills

Detail-oriented

Excellent communication

Prioritization

Organization

MS Word

MS Excel

Team player

Education

Bachelor’s degree in business/finance/economics

Tools

NETX360

Envestnet

SEI

Brinker Advisor

Job description

Northeast Private Client Group is a boutique financial advisory firm dedicated to our guiding principles of attentive listening and proactive engagement. We support entrepreneurs and professionals in pursuing genuine, often multigenerational wealth, delivering enduring financial equilibrium.

The firm seeks a Client Service Associate to onboarding new clients and service existing ones. This role emphasizes detail, organization, and clear communication in a fast-paced, entrepreneurial environment.