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.