Senior Client Operations Specialist | West Deptford, New Jersey

Reference Number: DW6849
Location: West Deptford, New Jersey

Judson Group has partnered with a highly regarded and ambitious wealth management firm in West Deptford, NJ in the search for a Senior Client Operations Specialist. The ideal candidate will have strong communication, organizational, and technology skills and a desire to work in a fast-paced, collaborative environment.

Key Responsibilities:

  • Coordinate the opening and closing of accounts with clients and custodians
  • Maintain information on the CRM system
  • Assist advisors with trades, tax, and retirement plans
  • Participate in the review and implementation of technology and software initiatives
  • Interact with clients and industry professionals
  • Provide support for projects and ad-hoc requests, as assigned by management

Requirements:

  • 3+ years of experience, preferably in the financial services industry
  • Bachelor’s degree
  • Series 7 required
  • Proficient in Microsoft Office, particularly Excel, Outlook, Word, and PowerPoint
  • Strong attention to detail and accuracy
  • Ability to organize, multi-task, prioritize and work in a deadline environment
  • Excellent communication and interpersonal skills, both verbal and written

Compensation: Base salary competitive with current base and experience level.

Location: West Deptford, New Jersey

Reference Number: DW6849

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