Client Experience & Operations Specialist
Job in
Florham Park, Morris County, New Jersey, 07932, USA
Listed on 2026-08-22
Listing for:
Northeast Private Client Group
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Northeast Private Client Group is a boutique financial advisory firm serving entrepreneurs, professionals, and families pursuing lasting wealth. We are seeking a Client Relationship Associate who will be the primary administrative and client-experience contact for a dedicated advisory team, guiding instructions to back-office departments and managing client communications.
You will sit at the center of data gathered from clients, advice from advisors, and execution across service, planning,
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