Wealth Management Associate

Garry Executive Search; Bridgewater Township (NJ); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health and dental benefits

401(k) with employer match

Employee Stock Ownership Program (ESOP

Job summary

Garry Executive Search has been retained by a well-established, fee-only wealth management firm in Central New Jersey to recruit a Client Service Associate to support a growing advisory team.

This role sits within a highly collaborative environment where the client is served by a team; you’ll handle onboarding, account maintenance, client communication, CRM notes, and coordination with custodians to ensure a smooth client experience.

Qualifications

• Prior experience in wealth management, financial services, or a related client service role.
• Strong written and verbal communication skills.
• Highly organized with strong attention to detail.
• Comfortable managing multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office.
• Experience with CRM systems and portfolio reporting platforms (Tamarac, Salesforce, or similar) is a plus.
• Experience working with Schwab and/or Fidelity is a plus.

Responsibilities

• Support client onboarding, including account opening, transfers, and system updates.
• Process client paperwork and account maintenance with custodians.
• Serve as a point of contact for clients via phone and email.
• Maintain accurate client information and task notes in the CRM.
• Coordinate with custodians to ensure timely and accurate processing.
• Assist with portfolio system maintenance and reporting updates.
• Support internal teams with document management and workflow organization.

Skills

Communication skills

Organization skills

Attention to detail

Multitasking

Tools

Microsoft Office

CRM systems

Portfolio reporting platforms (Tamarac, Salesforce)

Custodian systems (Schwab, Fidelity)

Job description

Garry Executive Search has been retained by a well-established, fee-only wealth management firm in Central New Jersey to recruit a Client Service Associate to support a growing advisory team.

This is an excellent opportunity for someone with experience in wealth management operations or client service who enjoys being at the center of the client experience and wants to grow long-term within a collaborative, team-oriented firm.

The Opportunity

This role sits within a highly collaborative wealth management environment where every client is served by a team, not an individual advisor. The Client Service Associate plays a key role in supporting advisors, ensuring a smooth client experience, and keeping day-to-day operations running efficiently.

You’ll have exposure to multiple areas of the business—including onboarding, account maintenance, portfolio administration, and client communication—while working closely with advisors and operations professionals.

What You’ll Be Doing

• Support client onboarding, including account opening, transfers, and system updates
• Process client paperwork and account maintenance with custodians
• Serve as a point of contact for clients via phone and email
• Maintain accurate client information and task notes in the CRM
• Coordinate with custodians to ensure timely and accurate processing
• Assist with portfolio system maintenance and reporting updates
• Support internal teams with document management and workflow organization

Background They’re Looking For

• Prior experience in wealth management, financial services, or a related client service role
• Strong written and verbal communication skills
• Highly organized with strong attention to detail
• Comfortable managing multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office
• Experience with CRM systems and portfolio reporting platforms (Tamarac, Salesforce, or similar) is a plus
• Experience working with Schwab and/or Fidelity is a plus
• 401(k) with generous employer match
• Health and dental benefits
• Employee Stock Ownership Program (ESOP)
• Supportive, team-first culture with long-term growth opportunities

Why This Role Stands Out

• Fee-only, fiduciary wealth management environment
• Strong team culture: collaborative, supportive, and low-ego
• Exposure to the full client lifecycle in wealth management
• Long-term career runway within a growing firm
• Recognized as a top workplace in New Jersey

Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.