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Client Relationship & Advisor Support Specialist

Job in Woodbridge Township, Middlesex County, New Jersey, USA
Listing for: Barnum Financial Group Tri State
Full Time position
Listed on 2026-01-27
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Mgr./ CSM, Client Relationship Manager
  • Sales
    Customer Success Mgr./ CSM, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial service company located in Woodbridge Township, NJ is seeking an Advisor Support Role to manage correspondence and assist in maintaining client relationships. The ideal candidate should be highly organized, detail-oriented, and possess excellent communication skills. Proficiency in Microsoft Office and familiarity with Salesforce are desired. This role supports the Financial Advisor in various initiatives, ensuring smooth operations and outstanding client service.
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