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Senior Private Client Service Associate; Hybrid | Edison

Job in Edison, Middlesex County, New Jersey, 08818, USA
Listing for: Perigon Wealth Management
Full Time position
Listed on 2026-06-26
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Job Description & How to Apply Below
Position: Senior Private Client Service Associate (Hybrid | Edison)

Perigon Wealth Management is seeking a Senior Customer Service Associate for a full-time hybrid position based in Edison, NJ. The role involves responding to client inquiries, managing account questions, and ensuring a high level of client satisfaction.

The ideal candidate will have strong client interaction skills, excellent communication, and a background in financial services. Proficiency in CRM tools and Microsoft Office is essential.

Join a team dedicated to enhancing client experiences and contributing to operational improvements.

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Position Requirements
10+ Years work experience
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