Wealth Management Client Services Specialist

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

Job summary

Cary Street Partners in Morristown, NJ seeks a Client Service Associate to support the Wealth Management Group. You will assist Financial Advisors, handle administrative duties, open and maintain client accounts, and help ensure accurate, timely client operations with strong attention to detail.

This on-site role requires 1–3 years in financial services, a Bachelor's or Associate degree, familiarity with custodial/CRM systems, and licenses (Series 7/66) preferred or obtainable on hire.

Qualifications

• Bachelor's degree or Associate's degree required.
• 1–3 years in a similar financial services role preferred.
• 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.
• Maintains client files & profiles in the CRM system.
• Assists Financial Advisors and supports client operations including opening new accounts and account maintenance.
• Supports in coordinating client communications and stakeholder interactions.

Skills

Client service

Organizational skills

Attention to detail

Interpersonal skills

Education

Bachelor's degree

Associate's degree

Tools

CRM systems

Custodial software

Job description

Cary Street Partners in Morristown, NJ seeks a Client Service Associate to support the Wealth Management Group. You will assist Financial Advisors, handle administrative duties, open and maintain client accounts, and help ensure accurate, timely client operations with strong attention to detail.

This on-site role requires 1–3 years in financial services, a Bachelor's or Associate degree, familiarity with custodial/CRM systems, and licenses (Series 7/66) preferred or obtainable on hire.