Transition Client Service Associate - Wealth Management
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Services
H Cap Connect, LLC in Parsippany, NJ is seeking a Registered Client Service Associate on the Transition Team to support advisor transitions and deliver a white-glove client experience. You'll train on the firm's technology and multi-custodial environment, become a trusted transition specialist, and coordinate onboarding, account openings, transfers, and documentation across custodians.
This is a fast-paced role that exposes you to multiple practices, offering meaningful impact for clients and
Consider building your career as a Transition Client Service Associate
- Wealth Management at H Cap Connect, LLC.
This role, Transition Client Service Associate
- Wealth Management at H Cap Connect, LLC, could be your next opportunity.
Are you ready to take on the Transition Client Service Associate
- Wealth Management role at H Cap Connect, LLC?
We would love to welcome a new Transition Client Service Associate
- Wealth Management to our organisation in Parsippany-Troy Hills, NJ, United States.
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