Wealth Management Associate: Client Relations & Planning

Provident Bank; Morristown (NJ); On-site; USD 38,572 - 46,838; Full time

Benefits offered by this job

Health, dental and vision benefits

401(k) retirement plan

Paid time off (PTO) and holidays

Company tuition disbursement and loan‑

Job summary

Provident Bank is seeking an Associate Wealth Management Relationship Manager I in Morristown, NJ. The role supports senior advisors in wealth management and financial planning, handling data input into planning software, client onboarding, service requests, and CRM maintenance.

The position involves data gathering for plans, client interaction for requests, and preparation of materials. A Bachelor’s degree and 0–3 years in financial services, plus Series 65, are preferred.

Qualifications

• Bachelor’s degree in Management, Finance or Business Administration preferred.
• 0 to 3 years related experience in financial industry client management.
• Series 65 Registration.
• Proficient with Microsoft Word, Excel, PowerPoint and Outlook; familiarity with eMoney, Salesforce and Envestnet Tamarac a plus.
• Demonstrated integrity and ethical standards in client relations.
• Strong written and verbal communication and interpersonal skills.
• Ability to work autonomously, set priorities and meet deadlines.
• Team player, professional demeanor and proactive attitude.

Responsibilities

• Support senior advisors with client-facing work.
• Data gathering and data entry for financial plans (net worth, cash flows, etc.).
• Prepare and coordinate client meeting materials; follow-up and post-meeting tasks.
• Assist with processing money movements and new account openings for clients.
• Coordinate post-meeting implementation with advisors and internal colleagues.
• Maintain client electronic files in the CRM; ensure accurate records and organization.
• Handle ad hoc planning requests and other client-related projects.
• Value and maintain a professional office environment and workflow.

Skills

Series 65 Registration

Communication

Time management

Data entry

CRM familiarity

Education

Bachelor’s degree in Management, Finance or Business Administration

Tools

Salesforce

eMoney

Envestnet Tamarac

Microsoft Office

Job description

Provident Bank is seeking an Associate Wealth Management Relationship Manager I in Morristown, NJ. The role supports senior advisors in wealth management and financial planning, handling data input into planning software, client onboarding, service requests, and CRM maintenance.

The position involves data gathering for plans, client interaction for requests, and preparation of materials. A Bachelor’s degree and 0–3 years in financial services, plus Series 65, are preferred.