Wealth Advisory Client Service Specialist

SAX; Parsippany-Troy Hills (NJ); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid Work Schedule

Paid Time Off and Holidays

401K with matching

Tuition Reimbursement

Health and Wellness Initiatives

Job summary

Sax Wealth Advisors, LLC is seeking a full-time Client Service Associate to join our Parsippany, NJ office. The role supports onboarding, documentation, and client service for wealth advisors, with a potential move to hybrid work.

Onsite work is required with the possibility of hybrid arrangements in the future. The ideal candidate has a bachelor’s degree or 1–3 years in client service, strong attention to detail, and solid communication skills.

Qualifications

• Bachelor's degree or 1-3 years of experience in a client service role, preferably in financial services or wealth management.
• Strong attention to accuracy and detail.
• Excellent interpersonal skills and ability to communicate with diverse personalities.

Responsibilities

• Support client onboarding and accounts setup with accuracy and completeness.
• Schedule and coordinate client meetings, prepare materials and follow-ups.
• Address client concerns professionally and escalate to advisors when needed.
• Process client transactions (deposits, withdrawals, transfers) with regulatory compliance.
• Maintain organized client records and assist in preparing client reviews and reports.

Skills

Client service experience

Attention to detail

Strong communication

Education

Bachelor's degree or 1-3 years in client service

Tools

CRM software

Portfolio management tools

Windows OS

Microsoft Office

Job description

Sax Wealth Advisors, LLC is seeking a full-time Client Service Associate to join our Parsippany, NJ office. The role supports onboarding, documentation, and client service for wealth advisors, with a potential move to hybrid work.

Onsite work is required with the possibility of hybrid arrangements in the future. The ideal candidate has a bachelor’s degree or 1–3 years in client service, strong attention to detail, and solid communication skills.