Client Services Associate
Job in
Cherry Hill Township, Cherry Hill, Camden County, New Jersey, 08002, USA
Listed on 2025-12-31
Listing for:
GemHarvest Executive Recruiting
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Executive Search Consultant | Delivering Gems of Talent to RIA’s, Single Family & Multi-Family Offices Nationwide
Client Service Associate
Cherry Hill, NJ (South Jersey) | On‑site
A nationally recognized, high‑touch wealth management firm serving high‑net‑worth families is adding a Client Service Associate to support its growing advisory and operations team. This role is central to the client experience and ideal for someone who takes pride in precision, follow‑through, and being a trusted point of contact.
What You’ll Do- Serve as a primary point of contact for client service and operational needs
- Coordinate onboarding, account maintenance, transfers, wires, and ongoing service requests
- Partner closely with advisors, custodians, and internal teams to ensure smooth execution
- Track workflows, deadlines, and follow‑through using CRM and internal systems
- Support a polished, responsive, and consistent client experience
- Salary range of $65K–$100K, based on experience plus a $5K–$10K bonus
- Direct exposure to advisors, leadership, and firm operations
- Career growth path within client service, operations, or broader firm roles
- Bachelor’s Degree
- Strong attention to detail and ownership mindset
- Polished, professional communication style
- Prior financial services experience helpful but not required
- Interest in building a long‑term career in wealth management
Associate
Employment typeFull‑time
Job functionFinance, Administrative, and Customer Service
Industries
Investment Management and Financial Services
Benefits- Medical insurance
- 401(k)
Position Requirements
10+ Years
work experience
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