Wealth Management Client Service Coordinator

A boutique financial planning firm in Hackensack, NJ is seeking a proactive Client Service Associate to support client services and manage administrative tasks. Ideal candidates will thrive in a collaborative environment and have strong organizational and communication skills. Responsibilities include managing new client accounts, tracking applications, maintaining client information, and supporting team workflows. A high school diploma is required, while a relevant bachelor's degree and 2-3 years of experience in an office setting are preferred.
Are you ready to take on the Wealth Management Client Service Coordinator role at Talent Link Solutions? We invite applications for the Wealth Management Client Service Coordinator position located in Hackensack, NJ, United States. The following opening is for a Wealth Management Client Service Coordinator with Talent Link Solutions. Our group is growing, and we are hiring a Wealth Management Client Service Coordinator in Hackensack, NJ, United States.