Senior Client Service Associate - Paramus
2 weeks ago

Job summary
We are a growing Registered Investment Adviser (RIA) seeking a Senior Client Service Associate to play a key role in delivering an exceptional client experience and supporting our advisory team.This hybrid position is ideal for an experienced professional who is client-focused, highly organized, and looking to grow into a paraplanner and eventually a wealth manager role.
- Serve as primary client contact
- Lead onboarding for new clients
Benefits
Hybrid work environmentExposure to all aspects of financial planning and advisory work
Job description
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