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Client Service Associate-New Jersey

Client Service Associate-New Jersey

RK PartnersChicago, IL, US
19 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

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)
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