Wealth Management: Client Service Associate; Team-Centric)

Garry Executive Search has been retained by a well-established, fee-only wealth management firm in Central New Jersey to recruit a Client Service Associate to support a growing advisory team.

This role sits within a highly collaborative environment where the client is served by a team; you’ll handle onboarding, account maintenance, client communication, CRM notes, and coordination with custodians to ensure a smooth client experience.

We would love to welcome a new Wealth Management:
Client Service Associate (Team-Centric) to our group in Bridgewater Township, NJ, United States.

We have an opening for a Wealth Management:
Client Service Associate (Team-Centric) in Bridgewater Township, NJ, United States within Management & Operations, Sales.

This role, Wealth Management:
Client Service Associate (Team-Centric) at Garry Executive Search, could be your next career step.

Are you ready to take on the Wealth Management:
Client Service Associate (Team-Centric) role at Garry Executive Search?