Senior Private Client Services Specialist
Job in
Edison, Middlesex County, New Jersey, 08818, USA
Listed on 2026-06-19
Listing for:
Perigonwealth
Full Time
position Listed on 2026-06-19
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Perigonwealth is looking for a Senior Private Client Associate to join their Client Service team in Edison, NJ. This hybrid position requires supporting Wealth Managers with client service and administrative tasks, emphasizing professional communication and attention to detail.
The Associate will interact directly with clients and manage various processes including onboarding, account management, and liaising with custodians. Candidates should possess 7+ years of client service experience within wealth management or related fields.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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