Wealth Client Services Associate

Hennion & Walsh; Parsippany-Troy Hills (NJ); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k) with match

Paid time off

Job summary

Hennion & Walsh is seeking a Client Service Associate to join our wealth management team. You will assist financial advisors with account servicing, paperwork processing, and day-to-day client communications in a collaborative office environment.

Ideal candidates have 1–3 years in client service or financial services, strong communication skills, and proficiency with Word, Excel, and Outlook. A Bachelor’s degree is preferred, and in-person attendance is required.

Qualifications

• Bachelor’s degree preferred.
• 1–3 years of client service, administrative, banking, or financial services experience preferred.
• Proficiency with Word, Excel, and Outlook.

Responsibilities

• Support financial advisors and clients with account servicing and operational requests.
• Process asset transfers, money movement requests, account paperwork, and estate documentation.
• Answer inbound client service calls and respond to account-related inquiries professionally and promptly.
• Prepare and distribute account documents, forms, and new account packages.
• Maintain accurate client records and assist with account maintenance updates.
• Process incoming and outgoing mail and assist with administrative tasks as needed.
• Collaborate closely with internal departments and service team members to ensure a seamless client experience.
• Prioritize multiple tasks in a fast-paced office environment while maintaining strong attention to detail.

Skills

Communication skills

Organizational skills

Team-oriented attitude

Multitasking

Microsoft Office

Strong work ethic

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Hennion & Walsh is seeking a Client Service Associate to join our wealth management team. You will assist financial advisors with account servicing, paperwork processing, and day-to-day client communications in a collaborative office environment.

Ideal candidates have 1–3 years in client service or financial services, strong communication skills, and proficiency with Word, Excel, and Outlook. A Bachelor’s degree is preferred, and in-person attendance is required.