Wealth Management Client Service Coordinator

TalentLink Solutions; Hackensack (NJ); On-site; USD 45,000 - 60,000; Full time

Job summary

A boutique financial planning firm in Hackensack, NJ is seeking a proactive Client Service Associate to support client services and manage administrative tasks. Ideal candidates will thrive in a collaborative environment and have strong organizational and communication skills. Responsibilities include managing new client accounts, tracking applications, maintaining client information, and supporting team workflows. A high school diploma is required, while a relevant bachelor's degree and 2-3 years of experience in an office setting are preferred.

Qualifications

• 2-3 years of proven experience in a professional office or administrative setting required.
• Experience in financial services is strongly preferred.
• High level of professionalism and confidentiality.

Responsibilities

• Open and set up a variety of new client accounts.
• Prepare, submit, and track applications with custodians and insurance partners.
• Process and ensure all account paperwork is submitted accurately and on time.
• Maintain and update client information.

Skills

Organizational skills

Communication skills

Time management

Technology skills

CRM proficiency

Detail-oriented

Education

High School Diploma or GED

Bachelor's degree in business administration, finance, or related field

Tools

Microsoft Office Suite

Schwab

Wealthbox

Morningstar

Job description

A boutique financial planning firm in Hackensack, NJ is seeking a proactive Client Service Associate to support client services and manage administrative tasks. Ideal candidates will thrive in a collaborative environment and have strong organizational and communication skills. Responsibilities include managing new client accounts, tracking applications, maintaining client information, and supporting team workflows. A high school diploma is required, while a relevant bachelor's degree and 2-3 years of experience in an office setting are preferred.