Wealth Management Client Service Specialist

Cary Street Partners LLC; Morristown, Northern (NJ, KY); Hybrid; USD 75,000 - 85,000; Full time

Job summary

Cary Street Partners LLC in Morristown, NJ is seeking a Client Service Associate to provide primary support to the Wealth Management Group. The role focuses on client account administration, data entry, and coordinating with advisors, clients, and vendors to ensure accurate and timely service.

Responsibilities include maintaining client files, assisting with account openings and maintenance, and helping prepare client communications and proposals.

Qualifications

• Bachelor’s or Associate’s degree required.
• 1–3 years in a similar financial services role preferred.
• Experience with custodial and client relationship systems preferred.
• Series 7 and 66 licenses preferred or ability to obtain upon hire.

Responsibilities

• Provide support to Financial Advisors and the Wealth Management Group.
• Open and maintain client accounts and maintain client files.
• Coordinate with clients, vendors, and colleagues to ensure timely service.
• Review account documentation and resolve discrepancies before escalation.
• Prepare client correspondence, proposals, and presentations with advisor input.
• Handle administrative duties and office operations including calls, mail, and supplies.
• Travel to CSA events or trainings as needed.

Skills

Client service

Organizational skills

Interpersonal skills

Attention to detail

Time management

Education

Bachelor’s or Associate’s degree

Tools

CRM software

Job description

Cary Street Partners LLC in Morristown, NJ is seeking a Client Service Associate to provide primary support to the Wealth Management Group. The role focuses on client account administration, data entry, and coordinating with advisors, clients, and vendors to ensure accurate and timely service.

Responsibilities include maintaining client files, assisting with account openings and maintenance, and helping prepare client communications and proposals.