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Senior Client Service Associate
Job Description
A well-established wealth management firm specializing in client-focused financial advisory services is seeking a Senior Client Service Associate to join its team in Paramus, NJ. This position offers the opportunity to work closely with high-net-worth clients, supporting account management and facilitating client success. Ideal for candidates with deep experience in financial services, particularly with Schwab or independent platform familiarity, this role combines operational and strategic responsibilities and provides a pathway for career advancement into advisory roles. Enjoy working in a team-oriented environment that values professional growth and client service excellence.
Salary Range: $100,000 - $125,000 / year DOE
Senior Client Service Associate Requirements:
- 7+ years of experience in financial services, ideally within wealth management or similar fields
- Active Series 7, 63, 65, or 66 licenses
- Experience managing high-net-worth client relationships (average net worth around $500K+)
- Preferred experience with Schwab and platforms like E-Money, Wealthbox, and Orion
- CFP or registered status is preferred but not required
- Strong attention to detail, independence, and teamwork orientation
Senior Client Service Associate Responsibilities:
- Segment and manage a client book of approximately 250 accounts, focusing on high-net-worth clients
- Onboard new clients, handle asset transfers, and ensure seamless client communication
- Schedule appointments for advisors, troubleshoot client issues, and support client strategy sessions
- Collaborate with Financial Planning and Client Service Associates to ensure top-tier client service
- Engage in operational tasks, including asset management and client onboarding
Benefits:
- Medical, dental, and vision insurance
- 401(k) plan
- Paid time off
- Paid holidays
- Professional Development Opportunities
- Supportive team environment and client-centered company culture
Ready to advance your career in wealth management within a supportive, growth-focused environment? Apply now!
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