Client Services Associate — Series Path to Relationship Manager
Job in
Madison, Morris County, New Jersey, 07940, USA
Listed on 2026-02-16
Listing for:
Premier Path Wealth Partners
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm in Madison, New Jersey, seeks a Client Service Associate to enhance client relationships and support operational excellence. Ideal candidates are detail-oriented and proactive with 1-3 years of experience in client services, particularly within financial services. This role allows for accelerated career growth, includes support to obtain the Series 65 license, and offers a structured training and mentorship program leading to a Relationship Manager position.
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Position Requirements
10+ Years
work experience
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