Wealth Management: Client Service Associate (Team-Centric)

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 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.