FINRA-Licensed Client Service Associate – Wealth Management

Hennion & Walsh; Parsippany-Troy Hills (NJ); Presencial; USD 50.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Dental benefits

401(k) plan

Team-based environment

Training & development

Descripción de la vacante

Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work closely with Financial Advisors to provide high‑level service, handle account inquiries, and support daily operations with a client‑centric approach.

The role requires FINRA Series 7 and Series 63 licenses, strong communication, and excellent organizational skills. This in‑person position offers training, career growth, and a collaborative, team‑oriented

Formación

• Active FINRA Series 7 and Series 63 licenses.
• 1–3 years of financial services or brokerage experience preferred.
• Strong client service and relationship-building skills.
• Excellent written and verbal communication.
• Organizational skills and attention to detail.
• Ability to multitask in a fast-paced environment.
• Proficient in Microsoft Office applications.
• Bachelor’s Degree preferred or equivalent professional experience.

Responsabilidades

• Support Financial Advisors with client servicing, operational processing, and administrative tasks.
• Develop and maintain strong client relationships through ongoing communication and support.
• Assist clients with account-related requests, paperwork, and general service inquiries.
• Provide operational support including account maintenance, money movement requests, and documentation processing.
• Collaborate with internal teams to ensure a seamless client experience.
• Maintain accurate client records and assist with regulatory and compliance-related processes.

Conocimientos

Client service

Relationship-building

Communication skills

Organizational skills

Multitasking

Attention to detail

Educación

Bachelor’s Degree or equivalent experience

Herramientas

Microsoft Office (Word, Excel, Outlook)

Descripción del empleo

Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work closely with Financial Advisors to provide high‑level service, handle account inquiries, and support daily operations with a client‑centric approach.

The role requires FINRA Series 7 and Series 63 licenses, strong communication, and excellent organizational skills. This in‑person position offers training, career growth, and a collaborative, team‑oriented