Posted 03/13/2026
Job Number: 15836

Client Service Associate

Paramus, NJ Onsite

Industry:  Financial Services

Job Category: Finance

Job Type:  Direct Hire

Salary:  $110,000 - $115,000 / Annually

Share This Job

Job Description

Position Title: Client Service Associate

The Client Service Associate plays a pivotal role in delivering exceptional service to high-net-worth clients. This position requires strong interpersonal skills and a commitment to client satisfaction. The associate will be responsible for managing a diverse portfolio of accounts, ensuring that each client receives personalized attention and support. Challenges include segmenting client needs and adapting to the unique requirements of clients who are new to financial services. The ideal candidate will thrive in a collaborative environment and demonstrate a high level of professionalism while working closely with advisors and clients.

Salary Range: $110,000 – $115,000 / Year DOE

Client Service Associate Responsibilities:

  • Assist with onboarding new clients
  • Manage client communications and address inquiries
  • Facilitate asset transfers and management
  • Schedule appointments for financial advisors
  • Troubleshoot client issues and provide solutions
  • Collaborate with advisors on client strategies
  • Proactively manage annual distributions and tax documentation

Client Service Associate Requirements:

  • At least 3 years of experience in financial services
  • Series 7 or 63 or 65 required
  • Experience with clients of net worth of at least $1M
  • Ability to work with next-generation clients
  • Schwab/independent platform experience is preferred
  • CFP, Registered is preferred

Benefits:

  • 401K with contribution + Profit sharing
  • Medical, dental, and vision insurance
  • Two weeks of vacation and paid sick leave + holidays

If you are a Client Service Associate looking to take the next step in your career, apply now! #LI-KR1

Job ID: a0CUm00003vthJqMAI

Apply For This Position

Related Jobs

About Us

At Boutique Recruiting, we specialize in personalized, connection-driven placements, empowering candidates to achieve their goals. Committed to bold, impactful solutions, we fill roles of all types—full-time, part-time, and more—ensuring success for clients, candidates, and employees alike.

Job Details About Us Image

5-Star Reviews From Our Candidates