Client Service Specialist
$70k - $90kRegency Wealth Management LLC
Were Hiring: Client Service Specialist | Ramsey, NJ (Onsite)
Regency Wealth Management is growing, and were looking for an experienced Client Service Specialist to join our team in Ramsey, New Jersey.
We are an independent wealth management firm serving high-net-worth individuals, families, and institutions. Our team is focused on simplifying our clients financial lives through disciplined investment management, thoughtful financial planning, and exceptional service.
In this role, youll work closely with our advisors and clients while supporting:
Client service and relationship management
New client onboarding and account maintenance
Wires, ACHs, transfers, deposits, distributions, and RMDs
Coordination with custodians
CRM, workflow, and client data management
Client meeting preparation and reporting
Operational projects and process improvements
What were looking for:
2+ years of wealth management, financial services, or client service experience preferred
Bachelors degree in Finance, Business, or a related field preferred
Familiarity with custodial platforms, with Fidelity experience preferred
Experience with CRM and wealth management technology such as AdvisorEngine, Salesforce, eMoney, or Tamarac
Strong organizational, communication, and follow-through skills
Compensation: $70,000$90,000 base salary, commensurate with experience, plus a discretionary year-end bonus based on performance incentives.
Benefits: Company-subsidized health insurance, 401(k) with matching, paid time off and sick time, plus the ability to work from home periodically.
Location: Ramsey, NJ | Full-Time | On-Site
If youre a proactive, detail-oriented professional who enjoys helping clients and wants to build a career with a growing wealth management firm, wed love to hear from you.
Apply today and come grow with Regency Wealth Management.
- #Hiring #WealthManagement #ClientService #FinancialServices #NewJerseyJobs #RamseyNJ #RIA #CareerOpportunity
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