Top 7 Senior client services associate Jobs in Warren Nj

Senior Private Client Associate
Perigon Wealth Management —Edison, NJ
- Hybrid work
- 7 years
- Research
- Office
1d
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
Registered Senior Client Associate
Sanctuary Wealth Group LLC —Morristown, NJ
- $100,000 - $135,000 a year
- Full-time
- Office
- Organizational skills
- Financial services
- Dental insurance
- Paid time off
Quick Apply
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
18h
Sr Tech Business Analyst (Client Service Specialist)
ADP —Florham Park, NJ
- $69,300 - $129,200 a year
- Extended hours
- Microsoft Access
- Microsoft Outlook
- 5 years
- Wellness program
- Disability insurance
2d
WorkForce Software, Senior Client Success Manager
ADP —Roseland, NJ
- $86,600 - $161,600 a year
- Full-time
- Hybrid work
- Military
- Office
- 8 years
- Wellness program
- Disability insurance
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —Livingston, NJ
- $142,900 - $301,300 a year
- Full-time
- 7 years
- Computer Science
- Mentoring
Quick Apply
2d

More jobs to discover

Find similar jobs that you might be interested in.

Associate Attorney
Gertner Murphy LLC —Township of Jackson, NJ
Conduct thorough legal research using tools such as LexisNexis and Westlaw to support case preparation. We are open to an entry-level candidate and, while…
$75,000 - $95,000 a year
Quick Apply
1d
Senior Landlord Tenant Associate Attorney
Griffin Alexander, PC. —Randolph, NJ
Travel required; travel may include trips to various local, county, and state courts, or other locations for client meetings and other business-related…
$90,000 - $110,000 a year
Quick Apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Central - Product, Senior Associate
JPMorganChase —Columbus, OH
This individual will be responsible for coordinating delivery dates for initiatives, level-setting expectations of the cross-functional teams, developing…
Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
Relationships through deposits, lending, digital tools, and referrals. Utilize CRM and sales tools to document activity, manage pipelines, and support incentive…
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for senior client services associate in warren nj

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior client services associate jobs near warren nj

Registered Client Associate jobs in Morristown, NJ

Associate Of Applied Science Degree jobs in Illinois

Client Service Associate jobs in Atlanta, GA

Senior Client Associate jobs in Phoenix, AZ

Mental Health Associate No Experience jobs in New Jersey

Senior Client Associate jobs in Remote

Senior Client Associate jobs in Westmont, IL

Psychological Associate jobs in Dallas, TX

Senior Client Associate jobs in Media, PA

Client Success Manager jobs in Glendora, CA

Academic Success Coach jobs in Wisconsin

Client Success Manager jobs in Chicago, IL

Client Success Manager jobs in Cumming, GA

Client Success Manager jobs in Schaumburg, IL

Senior Client Services Associate jobs in Boston, MA

Associate Attorney jobs in Miami, FL

Senior Client Services Associate jobs in Florida

Senior Accountant jobs in Worcester, MA

Warehouse Associate jobs in Fort Myers, FL

Senior Client Services Associate jobs in Dallas, TX

Senior Private Client Associate

Perigon Wealth Management
Edison, NJ

Apply Now

Job Details

1 day ago

Qualifications

Data storage
DocuSign
Investment management software
Managing clients in a customer support role
Investment account customer support
E-signature software
CRM system proficiency

Full Job Description

Description:

The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks. Candidates will be interacting directly with Private Wealth Advisors, and as such, professional communication, attention to detail, and white-glove client service skills are of the highest importance for this role. The Private Client Associate will have direct interaction with clients.

The Private Client Associate will be responsible for understanding the firm policies, as well as the operating procedures of our custodian partners (Schwab, Fidelity, Pershing, SEI). They will need to have a high level of technology acumen to navigate Perigon’s internal and custodial processes.

This position is hybrid in Edison, NJ (Tuesday, Wednesday, Thursday in office)

COMPANY OVERVIEW

Perigon Wealth Management is a fast-growing, advisor-led Registered Investment Advisor (RIA) serving clients across the U.S. The firm employs over a hundred and fifty associates across 20+ office locations and has client assets under management (AUM) exceeding $11 billion. We operate with the belief that growth happens through meaningful relationships, thoughtful planning, and an experience that feels personal, not transactional.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

Maintain client relationships
Protect Privacy and Confidentiality of Client Information and Data
Work within the firm’s processes to ensure client needs are met
Process client requests and inquiries with a high level of accuracy
Ensure key client and account information is accurate and up to date
Open new accounts, initiate account transfers & rollovers
Onboard new clients and/or client accounts: collect client data, process account paperwork
Process money movement requests
Input data within Portfolio Management Software for client billing
Maintain client data within CRM
Prepare advisors and clients for quarterly & annual meetings
Schedule and coordinate meetings with Financial Advisors and other firm personnel as needed
Conduct limited research projects and project-based requests by advisors and firm leadership
Participate in local firm initiatives organized by local firm leadership
Identify internal process improvements

Requirements:

Minimum Qualifications (Knowledge, Skills, and Abilities)

Minimum 7 years’ experience in a client service background with significant work history within a wealth management, asset manager, insurance company, bank or related industry (RIA Experience Preferred)
Excellent written and verbal communications skills
Experience working with custodial platforms (Fidelity, Schwab, Pershing, SEI)
Working knowledge of Portfolio Management Software, CRM, DocuSign and Cloud Storage
Experience with Orion, Emoney, and Salesforce preferred
Recognizes and respects the importance and reasons for adhering to policies and procedures
Operates with a clear understanding of when to act independently and when to escalate for others’ involvement
Takes ownership of initiatives and continues to move forward in the face of challenges
Honors commitments, assumes responsibility and takes ownership

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as applicable.

Apply Now

Refine Your Search

senior client services associate jobs in warren nj

Senior Private Client Associate

Senior Client Service Associate

Registered Senior Client Associate

Manager / Senior Manager, Client Services

Sr Tech Business Analyst (Client Service Specialist)

WorkForce Software, Senior Client Success Manager

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for senior client services associate in warren nj

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected