Wealth Management Client Service Specialist - Growth & Ops

Noviello Financial Group; Bridgewater Township (NJ); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Life insurance

Short & long-term disability

PTO

Job summary

Noviello Financial Group in Bridgewater, NJ, seeks a Client Service Specialist to support client relationships, investment operations, and account setup. You will work with advisors to deliver excellent service while ensuring accurate processing and regulatory compliance.

The role requires strong organizational skills, initiative, and the ability to manage multiple priorities in a fast-paced setting. You will contribute to process improvements and the firm’s continued growth.

Qualifications

• Bachelor's degree plus 5+ years of relevant administrative, client service, financial services experience; equivalent combinations considered.
• FINRA SIE, 65, or 7 licensing a plus; willingness to obtain licensing.
• Strong organizational, communication, and relationship-management skills to serve clients, partners, and advisors.
• Ability to manage multiple priorities and deadlines with high accuracy and communication.
• Demonstrated professionalism, discretion, integrity, sound judgment, and data security.
• Proficiency with Microsoft Office, CRM platforms (Redtail), and learning new systems quickly.

Responsibilities

• Serve as primary point of contact for client service requests and account-related inquiries.
• Support investment account opening, maintenance, transfers, and servicing.
• Coordinate brokerage, advisory, annuity, and insurance processing from submission to completion.
• Liaise with custodians and service providers to resolve issues and facilitate processing.
• Maintain accurate client records and documentation per regulatory and firm requirements.
• Support compliance, recordkeeping, and account reviews within a Broker-Dealer and RIA setting.
• Track client requests and ensure timely resolution with high service levels.
• Identify opportunities to improve processes, systems, workflows, and client experience.

Skills

Client service

Communication

Organizational skills

Relationship management

Attention to detail

Education

Bachelor's degree (BA/BS)

Tools

CRM (Redtail)

Microsoft Office

Job description

Noviello Financial Group in Bridgewater, NJ, seeks a Client Service Specialist to support client relationships, investment operations, and account setup. You will work with advisors to deliver excellent service while ensuring accurate processing and regulatory compliance.

The role requires strong organizational skills, initiative, and the ability to manage multiple priorities in a fast-paced setting. You will contribute to process improvements and the firm’s continued growth.