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Client Services Associate Financial Advisors
Job in
Princeton, Mercer County, New Jersey, 08543, USA
Listed on 2026-02-16
Listing for:
BBF Wealth
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm in New Jersey seeks a Registered Client Service Associate to provide essential administrative support to financial advisors and manage client interactions. The ideal candidate will be detail-oriented, possess excellent communication skills, and have a solid understanding of the financial services industry. Responsibilities include onboarding new clients, processing account information, and preparing financial reports. A high school diploma and relevant experience in the securities industry are preferred.
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Position Requirements
10+ Years
work experience
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