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Client Service Associate

Edison, NJ

Posted: 05/22/2024 Employment Type: Direct Hire Category: Wealth Management Job Number: a0CUm000018L2rZMAS Pay Range: $55000 - $65000 Location Requirements: Hybrid Industry: Financial Services

Job Description

A successful financial services firm in Edison, NJ is searching for a polished and proactive Client Service Associate to join their team! They are looking for candidates who are tech-savvy, detail-oriented and thrive in a client-facing, fast-paced environment to provide exceptional support and service to clients and Wealth Advisors. This is the perfect opportunity for an efficient and intellectually curious professional who is motivated to build a long-term career in client service and operations. The firm is quiet and focused, and you will enjoy the work-life balance of a 3-day onsite, 2-day remote hybrid work schedule after the initial training period. To find out more about what this job has to offer you, apply now!

Salary Range: $55,000 - $65,000 / year DOE

Client Service Associate Requirements:

  • 1-3 years of financial services experience, preferably in a client-facing role within a wealth management firm
  • Bachelor's degree in business, finance, or a related field (or 4-5+ years of relevant experience)
  • Proficiency in financial software such as Fidelity Wealthscape, eMoney, and CRM systems
  • Advanced skills in Excel, including formulas
  • Proficiency in Microsoft Office Suite and Outlook
  • Strong attention to detail and excellent communication skills
  • Tech-savvy and comfortable with various technology platforms
  • Experience working in an RIA firm is preferred
  • Ability to thrive in a detail-oriented, fast-paced environment

Client Service Associate Responsibilities:

  • Support Wealth Advisor in managing client accounts and relationships
  • Handle administrative tasks such as paperwork, opening accounts, and managing client files
  • Manage calendars and coordinate client meetings
  • Prepare and process meeting action items
  • Field client calls and communications
  • Assist in managing 70-90 client households
  • Utilize financial software and tools to support client service activities


  • Medical, Dental and Vision insurance
  • 401K plan with safe harbor
  • Generous PTO
  • Stock market holidays
  • Hybrid schedule (M/F remote, T/W/Th in office)
  • Snacks in the office and annual holiday party
  • Friendly office atmosphere with a casual but professional environment


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About Edison, NJ

Discover exciting job opportunities in the vibrant area encompassing Edison, New Jersey! Nestled in the heart of the Garden State, this thriving region offers a perfect blend of career growth and quality of life. From the bustling local restaurant scene featuring diverse cuisines to nearby cultural attractions like the Edison Arts Society and State Theatre New Jersey, this area boasts a unique charm that is hard to resist. With easy access to major highways and proximity to renowned landmarks like Thomas Edison National Historical Park, seizing the opportunity to work and live in this dynamic location is sure to be rewarding. Explore our job listings today and take the first step towards a fulfilling career in this enchanting region.
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