Transition Client Service Associate - Wealth Management

H Cap Connect, LLC; Parsippany-Troy Hills (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

H Cap Connect, LLC in Parsippany, NJ is seeking a Registered Client Service Associate on the Transition Team to support advisor transitions and deliver a white-glove client experience. You'll train on the firm's technology and multi-custodial environment, become a trusted transition specialist, and coordinate onboarding, account openings, transfers, and documentation across custodians.

This is a fast-paced role that exposes you to multiple practices, offering meaningful impact for clients and

Qualifications

• Experience as a Client Service Associate in an RIA, independent broker-dealer, or wealth management firm.
• Strong understanding of account servicing, client onboarding, and financial operations.
• Experience with multiple custodial platforms is preferred.
• Excellent organizational, communication, and client service skills.
• Ability to thrive in a fast-paced environment with shifting priorities.

Responsibilities

• Support advisors during client transition and onboarding periods.
• Build relationships with clients while providing white-glove service.
• Process account openings, transfers, money movements, maintenance, and paperwork.
• Coordinate with custodians to facilitate account transitions.
• Maintain accurate client records and documentation.
• Prepare advisors for client meetings and follow up on action items.
• Serve as a resource on firm systems, technology, and processes.

Skills

Client service

Attention to detail

Organizational skills

Communication skills

Problem-solving

FINRA registrations

Tools

Custodial platforms

Job description

H Cap Connect, LLC in Parsippany, NJ is seeking a Registered Client Service Associate on the Transition Team to support advisor transitions and deliver a white-glove client experience. You'll train on the firm's technology and multi-custodial environment, become a trusted transition specialist, and coordinate onboarding, account openings, transfers, and documentation across custodians.

This is a fast-paced role that exposes you to multiple practices, offering meaningful impact for clients and