Client Service Associate – Wealth Management

Location: Gladstone, NJ
Position: Full-Time
Posting: Confidential Wealth Management Firm

Are you a detail-oriented, client-focused professional looking to grow your career supporting affluent individuals and families? A highly respected, independent wealth management team in Gladstone, NJ seeks a Client Service Associate to help elevate the client experience and support operational excellence. This is a unique opportunity to join a collaborative, client-centric environment that values long-term relationships and professional growth.

About the Role

As a Client Service Associate, you will play a pivotal role in partnership with senior advisors, ensuring clients receive seamless, responsive service. You will be a primary point of contact for client communications, administrative coordination, and delivery of key support functions that contribute to an exceptional client experience.

What You’ll Do

You will be responsible for a range of client service and operational support activities, including but not limited to:

• Build and nurture strong relationships with clients through timely, thoughtful communication.

• Follow up after client meetings to ensure documentation is complete and accounts are properly established.

• Manage scheduling of client appointments and advisor calendars.

• Prepare and organize materials for client meetings.

• Take detailed notes of conversations, interactions, and action items.

• Maintain and update the CRM to reflect current client activities and follow-ups.

• Draft client correspondence that is professional, clear, and client-focused.

• Scan, index, and archive documentation in an organized system.

• Adhere to industry regulations and stay current with compliance requirements.

• Provide general administrative support — including phone coverage and client greetings.

• Contribute to additional practice needs and projects as required.

Who You Are

You are independent, motivated, proactive, and thrive in a fast-paced, detail-driven environment. You understand that excellent client service is a strategic differentiator and take pride in operational precision.

Qualifications

• Bachelor’s degree in Business or related field preferred.

• Minimum of 2+ years of experience in a wealth management, financial services, or related professional services environment.

Skills & Abilities

To succeed in this role, you bring:

• Proficiency with Microsoft Office Suite and aptitude for learning CRM and financial planning software.

• Strong organizational skills with meticulous attention to detail.

• Excellent written and verbal communication.

• Professional demeanor and polished presentation.

• Ability to work collaboratively as part of a team.

• Comfortable interacting directly with high-net-worth clients and external partners.

• A self-starter mentality and ability to anticipate needs.

Why This Opportunity

• Work with a sophisticated client base in a boutique wealth management setting.

• Meaningful responsibility and visibility across client service operations.

• Collaborative team environment with opportunities for professional growth.