Hybrid Private Client Service Specialist

Perigon Wealth Management; Edison (NJ); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Perigon Wealth Management seeks a Private Client Associate to join the Client Service team in a hybrid role based in Edison, NJ. The Associate supports Wealth Managers with daily operations, account administration, and client onboarding to ensure exceptional service.

The role requires strong communication, meticulous attention to detail, and proficiency with custodial platforms and portfolio-management tools to serve high‑net‑worth clients. Collaboration with advisors and firm staff is essential.

Qualifications

• Strong client service background in wealth management or related industry.
• Excellent written and verbal communications skills.
• Experience with custodial platforms (Fidelity, TD Ameritrade, Schwab, Pershing, SEI).
• Proficient with Portfolio Management Software, CRM, DocuSign, and cloud storage.

Responsibilities

• Maintain client relationships and ensure needs are met within firm processes.
• Process client requests with a high level of accuracy and update client/account data.
• Open new accounts, initiate transfers & rollovers, and onboard new clients.
• Prepare advisors and clients for quarterly and annual meetings; schedule meetings with advisors and firm personnel.
• Identify internal process improvements and support local firm initiatives.

Skills

Client service

Communication skills

Custodial platforms experience

Portfolio Management Software

CRM

DocuSign

Cloud storage

Independence/ownership

Tools

Portfolio Management Software

CRM

DocuSign

Job description

Perigon Wealth Management seeks a Private Client Associate to join the Client Service team in a hybrid role based in Edison, NJ. The Associate supports Wealth Managers with daily operations, account administration, and client onboarding to ensure exceptional service.

The role requires strong communication, meticulous attention to detail, and proficiency with custodial platforms and portfolio-management tools to serve high‑net‑worth clients. Collaboration with advisors and firm staff is essential.