Hybrid Client Services Associate - Wealth Mgmt
Job in
Toms River, Ocean County, New Jersey, 08757, USA
Listed on 2026-07-10
Listing for:
Atlantic Group
Full Time
position Listed on 2026-07-10
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
This growing, multi-billion dollar registered investment advisory firm is seeking a Client Service Associate to support the client advisory team and help deliver exceptional service in a fast-paced, collaborative environment.
Ideal candidates have 3-6 years of client service experience in an RIA or wealth management setting, are organized, communicative, and comfortable handling accounts, transfers, and reporting while partnering with advisors and operations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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