Wealth Client Services Specialist

Perigon Wealth Management, LLC; Edison, Northern (NJ, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Perigon Wealth Management, a fast-growing advisor-led RIA in the U.S., seeks a Private Client Associate to support Wealth Managers with day-to-day operations and high-level client service.

You will interact with Private Wealth Advisors, learn firm policies and custodial procedures, and navigate internal systems with strong technology acumen. This hybrid role requires in-office presence in Edison, NJ on Tue-Thu.

Qualifications

• Strong client service background in wealth management or related finance.
• Excellent written and verbal communication skills.
• Experience with custodial platforms (Fidelity, TD Ameritrade, Schwab, Pershing, SEI).
• Working knowledge of Portfolio Management Software, CRM, DocuSign and cloud storage.
• Adheres to firm policies and procedures.
• Self-starter, takes ownership and follows through.

Responsibilities

• Maintain client relationships.
• Work within firm processes to meet client needs.
• Process client requests with high accuracy.
• Ensure client and account information is up to date.
• Open new accounts, initiate transfers & rollovers.
• Onboard new clients and collect data.
• Process money movement requests.
• Input data in portfolio management software for billing.
• Maintain client data within CRM.
• Prepare advisors and clients for meetings.
• Schedule meetings with Financial Advisors.
• Conduct limited research projects.
• Participate in local firm initiatives.
• Identify internal process improvements.

Skills

Client service

Wealth management

Verbal communication

Custodian platforms

CRM proficiency

DocuSign

Cloud storage

Portfolio management software

Tools

Portfolio management software

Job description

Perigon Wealth Management, a fast-growing advisor-led RIA in the U.S., seeks a Private Client Associate to support Wealth Managers with day-to-day operations and high-level client service.

You will interact with Private Wealth Advisors, learn firm policies and custodial procedures, and navigate internal systems with strong technology acumen. This hybrid role requires in-office presence in Edison, NJ on Tue-Thu.