Client Services Associate - Financial Advisory (On-Site)
Northeast Private Client Group
Northeast Private Client Group in Florham Park, NJ, seeks a Client Service Associate to support onboarding and servicing of clients in a fast-paced wealth-management environment. You will handle account paperwork, CRM data entry, client inquiries, and liaison with custodians to ensure accurate service. Ideal candidates have a bachelor's degree in business, finance, or economics, strong communication, attention to detail, and proficiency with MS Office and CRM systems. #J-18808-Ljbffr Northeast Private Client Group
Vacancy posted 4 days ago
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