Client Relationship Associate

SAX Advisory Group•Parsippany, NJ

4h•$85,000 - $100,000•Hybrid

About The Position

The Client Relationship Associate (CRA) plays a vital role in supporting the operations of Sax Wealth Advisors by delivering exceptional service to clients and supporting the team of wealth advisors. This hybrid position combines client-facing responsibilities with operational and planning support. The ideal candidate thrives in both service-oriented and analytical environments and plays a key role in ensuring a seamless, high-touch client experience from onboarding through ongoing advisory support.

Requirements

Bachelor’s degree (preferably in finance, financial planning, or accounting)
1–3 years of experience in financial services or client services within wealth management
Series 65 required (or willingness to obtain)
CFP designation or exam ready (or willingness to obtain)
Familiarity with financial planning and investment concepts
Proficient in Microsoft Office; experience with CRMs and portfolio management tools a plus
Knowledge of major custodians (Schwab, Fidelity) and account processes
Strong communication and interpersonal skills
Attention to detail, excellent time management, and ability to prioritize competing tasks
Open to feedback and committed to professional growth
Attention to accuracy and detail.
Strong interpersonal skills and the ability to work well with others and communicate with various personality types and levels of expertise.
Ability to multi-task and quickly switch priorities when necessary to manage deadlines.
Must be organized and efficient in a demanding work environment.
High personal standards and sound judgement
Ability to think critically and to process complex financial scenarios.
Open and receptive to feedback and coaching

Nice To Haves

Knowledge of personal and small business taxes is a plus
experience with CRMs and portfolio management tools a plus

Responsibilities

Participate in client meetings and help deliver personalized, holistic financial plans
Prepare meeting materials and follow up on planning action items
Assist with investment recommendations, including rebalancing and tax-loss harvesting
Communicate with clients regarding service needs, plan updates, and market-related inquiries
Maintain accurate client records and diligent CRM updates
Support client onboarding: open accounts, process forms, track documentation
Schedule and coordinate client meetings and follow-ups
Process client transactions (deposits, withdrawals, transfers) with accuracy and compliance
Handle RMD tracking, performance reporting, and quarterly review preparation
Communicate with custodians (e.g., Schwab, Fidelity) to resolve client issues
Collaborate across advisory, admin, and trading teams
Develop an area of expertise (e.g., planning software, RMDs, process improvement)
Support strategic firm initiatives and business development efforts
Participate in regular team meetings and assist with ad-hoc projects