Wealth Client Services & Onboarding Specialist

Noviello Financial Group; Bridgewater Township (NJ); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Life insurance

Short-term disability

Long-term disability

Paid time off

Job summary

Noviello Financial Group in Bridgewater, NJ, is seeking a Client Service Specialist to support client relationships, investment operations, and account setup and servicing activities. This role partners closely with advisors to deliver an exceptional client experience while ensuring accurate processing, regulatory compliance, and operational efficiency.

The ideal candidate has a BA/BS and 5+ years in financial services, strong organizational and communication skills, proficiency with CRM systems

Qualifications

• Bachelor's degree (BA/BS) and 5+ years in administrative, client service, financial services, or related experience.
• FINRA Series SIE, 65, or 7 license a plus; willingness to obtain licensing.
• Strong organizational and communication skills to serve clients, partners, and advisors.
• Ability to manage multiple priorities and deadlines with high accuracy and status communication.
• Professionalism, discretion, integrity, and data security when handling confidential information.
• Proficiency with Microsoft Office, CRM platforms (Redtail), and other business tech.

Responsibilities

• Serve as primary point of contact for client service requests and account inquiries.
• Support investment account opening, maintenance, transfers, transactions, and servicing.
• Coordinate brokerage, advisory, annuity, and insurance processing from submission to completion.
• Coordinate with custodians and service providers to resolve issues and facilitate processing.
• Maintain accurate client records per regulatory and firm requirements.
• Support compliance, recordkeeping, and account reviews in a Broker-Dealer and RIA setting.
• Track requests and ensure timely resolution; identify process improvements.

Skills

Organizational skills

Communication skills

Relationship-management

Multitasking

Education

BA/BS degree

Tools

CRM: Redtail

Microsoft Office

Job description

Noviello Financial Group in Bridgewater, NJ, is seeking a Client Service Specialist to support client relationships, investment operations, and account setup and servicing activities. This role partners closely with advisors to deliver an exceptional client experience while ensuring accurate processing, regulatory compliance, and operational efficiency.

The ideal candidate has a BA/BS and 5+ years in financial services, strong organizational and communication skills, proficiency with CRM systems