Wealth Client Associate – On-Site Role

Myriad Advisor Solutions; Parsippany-Troy Hills (NJ); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan with Company 4%

Paid Time Off

Paid Holidays

Professional Development

Career Advancement Opportunities

Job summary

Myriad Advisor Solutions in Parsippany, NJ seeks a Registered Client Associate to join our wealth management team. You will be the primary client contact, support advisors with day-to-day operations, and help maintain service excellence in a fast-paced environment.

The ideal candidate has 5+ years of experience as a Registered Sales Assistant or similar, with active FINRA Series 7 and 63 registrations, and proficiency with Salesforce CRM and Office software.

Qualifications

• Active FINRA Series 7 and Series 63 registrations are required.
• 5+ years of experience as a Registered Sales Assistant, Client Associate, or similar wealth management support role.
• Strong proficiency with Salesforce CRM, Microsoft Word, Excel, and Teams.
• Excellent verbal and written communication skills.
• Strong organizational and time management abilities.
• Attention to detail and ability to handle confidential information.

Responsibilities

• Serve as the primary point of contact for incoming client calls and inquiries.
• Deliver exceptional service by responding promptly and professionally to client requests.
• Assist clients with account-related questions and service needs.
• Build and maintain strong client relationships through proactive communication and follow-up.
• Open and process new client accounts and documentation.
• Maintain and service client accounts and process updates and transfers.
• Update client records in Salesforce and maintain organized electronic records.
• Coordinate distributions, cash management, and trade support.
• Schedule client meetings and prepare correspondence and materials.
• Support business development and practice growth initiatives as needed.

Skills

FINRA Series 7

FINRA Series 63

Client service

Salesforce CRM

Microsoft Word

Microsoft Excel

Microsoft Teams

Communication

Organization

Discretion

Tools

Salesforce CRM

Microsoft Word

Microsoft Excel

Microsoft Teams

Job description

Myriad Advisor Solutions in Parsippany, NJ seeks a Registered Client Associate to join our wealth management team. You will be the primary client contact, support advisors with day-to-day operations, and help maintain service excellence in a fast-paced environment.

The ideal candidate has 5+ years of experience as a Registered Sales Assistant or similar, with active FINRA Series 7 and 63 registrations, and proficiency with Salesforce CRM and Office software.