Wealth Management: Client Services Associate

&Partners; New Jersey; On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Life Insurance

Short-Term & Long-Term Disability

401(k) with Company Match

Generous Paid Time Off

NYSE Holidays

Job summary

&Partners in Warren, NJ seeks a Client Service Associate to support Financial Advisors by delivering exceptional client service and handling day-to-day administration. You will assist with onboarding, account openings, maintenance, meetings, and documentation while maintaining accurate records and secure transactions; a proactive, detail-oriented teammate in a fast-paced environment. You will thrive in a collaborative wealth-management team.

Qualifications

• 2+ years of experience in the financial services or securities industry preferred.
• FINRA registration preferred.
• Knowledge of financial markets, investment terminology, and financial services practices.
• General understanding of securities regulations and regulatory requirements.
• Exceptional client service and relationship-building skills.
• Strong written, verbal, and interpersonal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Partner with Financial Advisors to support business plans and deliver a consistent, elevated client service experience.
• Assist with onboarding new clients, including gathering documentation and coordinating account openings.
• Support account maintenance, investment-related documentation, and secure transactions.
• Maintain accurate client records and information across applicable systems.
• Coordinate client meetings, travel arrangements, calendars, and day-to-day administrative needs.
• Proactively identify ways to improve efficiency and support advisors and clients.

Skills

Client-focused

Communication skills

Organizational skills

Interpersonal skills

Attention to detail

Tools

Microsoft Office

Job description

&Partners in Warren, NJ seeks a Client Service Associate to support Financial Advisors by delivering exceptional client service and handling day-to-day administration. You will assist with onboarding, account openings, maintenance, meetings, and documentation while maintaining accurate records and secure transactions; a proactive, detail-oriented teammate in a fast-paced environment. You will thrive in a collaborative wealth-management team.