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Wealth Client Services Associate

Job in Red Bank, Monmouth County, New Jersey, 07701, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 32919 - 85000 USD Yearly USD 32919.00 85000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm located in Red Bank, NJ, is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have strong interpersonal, organizational, and client service skills, with a commitment to detail. Responsibilities include executing transactions, answering client inquiries, and assisting with various administrative tasks.

This role offers a competitive salary range and comprehensive benefits, along with opportunities for career growth.
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Position Requirements
10+ Years work experience
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