Wealth Client Services Associate | Remote
Remote / Online - Candidates ideally in
New Jersey, USA
Listed on 2026-01-11
New Jersey, USA
Listing for:
Personal Wealth Strategies
Remote/Work from Home
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
A wealth management firm in New Jersey seeks a talented Client Service Associate to join a collaborative team. This role involves preparing client meeting agendas, documenting meetings, and maintaining records in the firm's CRM software. Ideal candidates will have 1-3 years of experience in financial planning, possess strong interpersonal skills, and be detail-oriented. The firm offers a competitive salary ranging from $70,000 to $85,000, plus benefits including group medical and opportunities for professional development.
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Position Requirements
10+ Years
work experience
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