Top 15 Senior client services associate Jobs in Edison, Nj

Senior Client Service Associate
Wealth Enhancement Group —Iselin, NJ
- $70,000 - $84,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Ability to sit for extended periods
- Profit sharing
- Paid parental leave
Senior Client Program Manager
Fiserv —Berkeley Heights, NJ
- $120,000 - $198,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
Sr Product Manager, Client Advocacy
Fiserv —Berkeley Heights, NJ
- $120,000 - $198,000 a year
- Full-time
- Office
- SQL
- Analysis skills
Manager / Senior Manager, Client Services
True North Insights —Jersey City, NJ
- $86,000 - $151,000 a year
- Bachelor's degree
- Mentoring
- US work authorization
- Paid holidays
- Health insurance
Commercial Lines Senior Client Manager, Select
World Insurance Associates LLC —Somerset, NJ
- $73,300 - $90,500 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Senior PCA Reviewer / National Client Manager - Equity Services
AEI Consultants —Freehold, NJ
- $110,000 - $135,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
- Disability insurance
- Health insurance
Quick Apply
9d
PB Digital - Alternatives Advisor / Client Experience Product Senior Associate
JPMorganChase —Jersey City, NJ
- $99,750 - $155,000 a year
- Full-time
- Office
- 3 years
- Analysis skills
- Health insurance
- Tuition reimbursement
6d
Senior Associate, Global Client Group – Diligence Management (Infrastructure/Energy)
Brookfield Asset Management —New York, NY
- $160,000 - $180,000 a year
- Full-time
- 6 years
- Marketing
- English
Asset and Wealth Management - Client Information Product Delivery Lead - Senior Associate
JPMorganChase —Jersey City, NJ
- $59,850 - $95,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement

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Senior Client Service Associate

Wealth Enhancement Group -
Iselin, NJ

Apply Now

Job Details

Full-time
$70,000 - $84,000 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Newsletters (communication methods)
Productivity software

Full Job Description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Iselin, NJ office is hiring a Senior Client Service Associate. This role serves as the liaison between the client and the Financial Advisors (FAs) and ensures smooth office operations. You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This role is a critical position within our office, responsible for delivering exceptional service and support to clients, external partners, and internal advisors. This individual should bring a foundation of financial knowledge, have keen attention to detail, and be able to manage multiple tasks and priorities efficiently.

This is a hybrid position (typically in-office 3-4 days per week).

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00, exclusive of bonuses and benefits. This role is also eligible for a discretionary team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Client Service & Relationship Support

Client Communication
- Answering phone calls and responding to client messages
- Sending routine follow-ups and status updates
- Preparing and sending meeting reminders
- Managing inbound client requests (beneficiary updates, address changes, RMD questions, etc.)
Meeting Preparation
- Preparing meeting agendas and supporting documents
- Printing or assembling financial plans, reports, and statements
- Ensuring the advisor has everything needed to run a clean, efficient meeting
Post-Meeting Follow-Up
- Completing tasks discussed in client meetings
- Updating client records and CRM notes

Account Operations & Administrative Processing

New Accounts & Transfers
- Gathering needed client documents
- Preparing account opening paperwork
- Submitting ACAT transfers or rollovers
- Tracking progress and following up with custodians
Money Movement
- Setting up contributions, withdrawals, and systematic investments
- Processing checks, wires, and ACH requests
- Verifying completion and notifying the advisor/client
Required Minimum Distributions (RMDs)
- Creating annual RMD lists
- Coordinating timing and distribution method
- Ensuring documentation is accurate and timely
Ongoing Maintenance
- Beneficiary updates
- Address changes
- Adding Power of Attorney (POA) and Transfer on Death (TOD) designations
- Updating risk tolerance or investment objectives in the custodian system

Advisor Productivity & Practice Management

Calendar & Workflow Management
- Scheduling client and prospect meetings
- Keeping the advisor on track with upcoming deadlines (RMDs, birthdays, beneficiary reviews, fee billing cycles)
CRM (Salesforce) Management
- Updating contact records
- Entering meeting notes
- Maintaining task lists and reminders
- Running reports to help the advisor prioritize outreach
Marketing Support
- Sending client newsletters
- Utilize automated marketing platforms
- Coordinating client events
- Managing holiday cards and appreciation touches
- Assisting with client segmentation lists

Document Preparation & Advisor Support

Performance reports
Proposals
Financial plan printouts or digital packets
New client onboarding packets
Custodial forms and paperwork templates

Professionalism & Client Interaction

Represent the advisory practice professionally
Greet clients warmly and build rapport
Follow up proactively to reduce advisor workload

Education/Qualifications

5+ years of financial services experience preferred
Proficient with Microsoft Office Suite or related software required
Familiarity with Salesforce preferred
Experience with Schwab, Fidelity, and/or Raymond James platforms preferred
Ability to work with deadlines, be flexible under pressure, and prioritize work
Strong attention to detail and good problem-solving skills
Superior verbal and written communication skills
Desire to build strong relationships with clients

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $51,450.00 to $84,000.00. However, the base salary range bolded above ($70,000.00 to $80,000.00) is what we expect to pay as a starting range for this position.

#LI-HYBRID

#LI-AP1

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply Now

Refine Your Search

senior client services associate jobs in edison, nj

Senior Client Service Associate

Senior Client Program Manager

Sr Product Manager, Client Advocacy

Manager / Senior Manager, Client Services

Commercial Lines Senior Client Manager, Select

Senior PCA Reviewer / National Client Manager - Equity Services

PB Digital - Alternatives Advisor / Client Experience Product Senior Associate

Senior Associate, Global Client Group – Diligence Management (Infrastructure/Energy)

Asset and Wealth Management - Client Information Product Delivery Lead - Senior Associate

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