Senior Client Service Associate - Paramus

Only for registered members Paramus, United States

2 weeks ago

Default job background
$85,000 - $115,000 (USD)

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 environment
Exposure to all aspects of financial planning and advisory work

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