Client Service Associate | Westwood, New Jersey

Reference Number: DW6727
Location: Westwood, New Jersey

Judson Group has partnered with an independent, fee only, comprehensive wealth management firm located in Northern NJ in the search for a Client Service Associate. This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.

Responsibilities:

  • Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
  • Act as a liaison between Wealth Managers, clients and custodians to process client requests and resolve issues
  • Manage the client onboarding process for HNW clients
  • Maintain client data ensuring accuracy, security, and timeliness
  • Prepare various reports for client reviews and other miscellaneous meetings
  • Develop new ways to continuously provide the best service to the firm’s clients

Requirements:

  • Bachelor’s Degree
  • 3+ years’ experience with a financial services or RIA firm working with HNW clients
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
  • Knowledge of back-office operations of a financial planning and investment management firm
  • Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must
  • Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation:
Very competitive base salary, bonus and benefits

Location:
Westwood, New Jersey

Reference Number: DW6727

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