Wealth Advisory: Client Services Associate
Job in
Rochelle Park, Bergen County, New Jersey, 07662, USA
Listed on 2026-02-28
Listing for:
Raymond James
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial consulting firm based in Rochelle Park, NJ is seeking a Client Service Associate to provide exceptional support to clients and financial advisors. The role includes handling client inquiries, managing account documentation, and preparing reports. Ideal candidates will possess a Bachelor’s degree and skills in communication and CRM software. This position offers a salary range of $45,000 to $85,000 annually and supports a hybrid workstyle with minimal travel.
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Position Requirements
10+ Years
work experience
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