Wealth Management Client Services Specialist

Cary Street Partners Financial; Morris Township (NJ); On-site; USD 75,000 - 85,000; Full time

Job summary

Cary Street Partners in Morristown, NJ is seeking a Client Service Associate to support the Wealth Management Group. You will handle administrative duties, assist in opening and maintaining client accounts, and interact with advisors, clients, and vendors.

This on-site role requires excellent organization, attention to detail, and the ability to prioritize multiple tasks. The client service associate will maintain client files, coordinate correspondence, and support account activity and client

Qualifications

• 1-3 years of experience in a similar role within the financial services industry preferred.
• Bachelor’s degree or Associate’s degree required.
• Experience with custodial and client relationship management systems preferred.
• Series 7 and 66 licenses preferred, or ability to obtain upon hire.

Responsibilities

• Provides a consistently positive client experience through service and execution in maintaining client accounts; respond with urgency and diligence.
• Displays exemplary client service skills with a high degree of accuracy, attention to detail, organizational skills, and follow-through.
• Exercises discretion and independent judgment in client relationship management.
• Displays industry knowledge to assist clients and colleagues; genuinely invested in success.
• Upholds ethical and fiduciary standards; adheres to compliance policies and escalates concerns.
• Maintains client files & profiles in the CRM.
• Evaluates account documentation and requests for discrepancies requiring resolution before escalation.
• Prioritizes time-sensitive tasks related to client accounts without daily oversight.
• Resolves custodial and transfer discrepancies affecting accounts and firm compliance.
• Continuously builds proficiency in custodial, portfolio management, and CRM tools.
• Performs final review and sign-off on custodian paperwork prior to delivery.
• Collaborates with the Financial Advisor on correspondence, proposals, and presentations.
• Communicates with custodians on routine matters without advisor approval.
• Suggests policies for opening accounts, maintenance of client files, and monthly client billing data.
• Performs office admin tasks: calls, mail, packages, supplies, equipment.
• Supports events and initiatives; travels for training.
• Maintains regular attendance.

Skills

Customer service

Organizational skills

Interpersonal skills

Prioritization

Education

Bachelor’s degree or Associate’s degree

Tools

CRM systems

Custodial software

Job description

Cary Street Partners in Morristown, NJ is seeking a Client Service Associate to support the Wealth Management Group. You will handle administrative duties, assist in opening and maintaining client accounts, and interact with advisors, clients, and vendors.

This on-site role requires excellent organization, attention to detail, and the ability to prioritize multiple tasks. The client service associate will maintain client files, coordinate correspondence, and support account activity and client