Client Relationship Associate

Saxllp

Parsippany, United States
Base: $80,000 - $100,000; bonus/equity: not specif...
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Client meeting participation
Financial plan preparation
Investment recommendation support
** Sax Wealth Advisors is seeking a full-time Client Relationship Associate to join their Parsippany, NJ office. This hybrid role involves supporting wealth advisors while delivering exceptional client service, requiring strong communication skills and a background in financial services. **

Job Summary

  • The Client Relationship Associate plays a vital role in supporting the operations of Sax Wealth Advisors by delivering exceptional service to clients and supporting the team of wealth advisors.
  • Essential duties include client engagement and advisory support, client service and operations, and team collaboration on special projects.
  • The company offers a comprehensive benefits package including top-tier health, dental, and vision plans, 401k with matching, and tuition reimbursement.

Matching Summary

Match Score: 75

** Sax Wealth Advisors is seeking a full-time Client Relationship Associate to join their Parsippany, NJ office. This hybrid role involves supporting wealth advisors while delivering exceptional client service, requiring strong communication skills and a background in financial services. **

Salary

Base: $80,000 - $100,000; Bonus/Equity: Not specified; Benefits: Comprehensive Benefits Package

Skills & Requirements

Must-have

  • Client meeting participation
  • Financial plan preparation
  • Investment recommendation support
  • Client record maintenance
  • Client onboarding support
  • Transaction processing
  • Custodian communication

Nice-to-have

  • Team collaboration
  • Strategic firm initiatives
  • Business development support
  • Professional growth commitment

Key Requirements

  • Bachelor's degree in finance, financial planning, or accounting
  • 1-3 years of experience in financial services or client services
  • Series 65 required or willingness to obtain
  • CFP designation or exam ready or willingness to obtain
  • Knowledge of personal and small business taxes is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter