Client Service Associate-New Jersey

Client Service Associate-New Jersey

Location: Remote (Must reside within 30 miles of New Brunswick, NJ – preferred locations: Red Bank, Woodbridge, Jersey City, Hoboken, Hackensack)

*This role is remote to start, however will transition to a hybrid schedule (3 days in office per week) within 6–12 months.

About the Role

We are seeking a Client Service Associate (CSA) to join a growing wealth management practice with $150M AUM. This is a client-facing, service-focused position supporting a team that primarily serves clients virtually. The ideal candidate will bring prior experience in financial services operations, excellent client communication skills, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

• Account Administration: Open new accounts, process account maintenance requests (beneficiary changes, bank linking, cash requests), and ensure accurate documentation for compliance.
• Client Communication: Serve as the first point of contact for clients via phone and email. Provide exceptional service, answering questions and resolving issues promptly.
• Meeting Support: Schedule client investment reviews, prepare reports, and assist with follow-up actions.
• Operational Tasks: Process RMDs (Required Minimum Distributions), coordinate money movements, and maintain accurate client records in Wealthbox CRM.
• Team Support: Assist additional advisor teams as needed and collaborate closely with internal partners to ensure smooth operations.

Qualifications

• Experience: 2+ years of experience in a financial services, brokerage, or banking environment. Direct experience with Schwab, Fidelity, Pershing, or similar platforms is highly preferred.
• Knowledge Base: Strong understanding of brokerage account types (e.g., IRAs, Trusts, Joint Accounts) and basic investment operations.
• Technical Skills: Experience with CRMs (Wealthbox experience a plus); familiarity with Black Diamond portfolio reporting software preferred.
• Soft Skills:
• Professional, approachable, and proactive communicator.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Flexible and willing to support multiple teams when needed.
• Education: Degree in finance or related field preferred, but not required if equivalent experience is demonstrated.
• Licensing: No licensing required.

Work Environment & Benefits

• Schedule: 9:00 AM – 5:00 PM ET
• Flexibility: Remote to start; hybrid 3 days/week after 6–12 months
• Benefits: Unlimited PTO, full benefits through TriNet, 401(k) (no match)