Wealth Management Client Services Associate

Continuum-Advantage-LLC; Parsippany-Troy Hills (NJ); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan with Company匹

Job summary

Black Brook Wealth Advisors and BBDG Wealth Partners are seeking a motivated Registered Client Associate to join our in-office wealth management team in Parsippany, NJ. The role focuses on delivering exceptional client service, managing client relationships, and supporting advisors with daily operations.

The ideal candidate has 5+ years of experience in wealth management support, FINRA Series 7 and 63 registrations, and proficiency with Salesforce, Excel, Word, and Teams.

Qualifications

• Active FINRA Series 7 and Series 63 registrations
• 5+ years of experience as a Registered Sales Assistant, Client Associate, or in a comparable wealth management support role
• Strong proficiency with Salesforce CRM, MS Word, MS Excel, and MS Teams
• Excellent verbal and written communication skills
• Strong organizational and time management abilities
• Exceptional attention to detail and accuracy
• Ability to handle confidential information with professionalism and discretion
• Positive attitude and commitment to client service excellence

Responsibilities

• Serve as the primary point of contact for incoming client calls and inquiries.
• Deliver exceptional service by responding promptly and professionally to client requests.
• Assist clients with account-related questions and service needs.
• Build and maintain strong client relationships through proactive communication and follow-up.
• Open and process new client accounts and related documentation.
• Maintain and service client accounts; update and process account changes.
• Update client records in Salesforce CRM and document interactions.
• Coordinate client distributions, transfers, and other service requests.
• Schedule client meetings and prepare correspondence, reports and meeting materials.
• Support advisors with administrative and operational responsibilities.

Tools

Salesforce CRM

Microsoft Word

Microsoft Excel

Microsoft Teams

Job description

Black Brook Wealth Advisors and BBDG Wealth Partners are seeking a motivated Registered Client Associate to join our in-office wealth management team in Parsippany, NJ. The role focuses on delivering exceptional client service, managing client relationships, and supporting advisors with daily operations.

The ideal candidate has 5+ years of experience in wealth management support, FINRA Series 7 and 63 registrations, and proficiency with Salesforce, Excel, Word, and Teams.