Client Service Associate

SAX Advisory Group•Parsippany, NJ

6d•$75,000 - $85,000•Hybrid

About The Position

Sax Wealth Advisors, LLC is seeking a full-time Client Service Associate to join its Parsippany, New Jersey office. The CSA supports firm operations by providing client service and assisting wealth advisors. The role coordinates client communications, paperwork, administrative work, and account activity to support an efficient, client-focused experience and strong client relationships. The position supports client onboarding and account maintenance, coordinates meetings and follow-ups, processes transactions, prepares client materials and reports, maintains records, and helps ensure compliance with regulations, firm policies, and data security standards. The CSA also works with advisors, portfolio managers, custodians, financial institutions, and vendors, and contributes to team projects and goals. Sax Wealth Advisors is an independent, fee-only registered investment advisor and a wholly owned subsidiary of SAX Advisory Group. It provides financial and estate planning and reports $7 billion in collective assets. The firm describes its culture as team-member driven, with opportunities for growth and advancement.

Requirements

Bachelor’s degree or 1–3 years of experience in a client service role; financial services or wealth management experience is preferred.
Familiarity with custodians such as Charles Schwab, Fidelity, and Altruist.
Working knowledge of Windows operating systems and Microsoft Office.
Strong attention to accuracy and detail.
Strong interpersonal skills and the ability to work well with others and communicate with people of varying personalities and expertise.
Ability to multitask, shift priorities quickly, and manage deadlines.
Organization and efficiency in a demanding work environment.
High personal standards and sound judgment.
Openness to feedback and coaching.
Authorization to work in the United States without current or future employment-based visa sponsorship.

Nice To Haves

Experience with CRM and other portfolio management tools.
Client service experience in financial services or wealth management.

Responsibilities

Support client onboarding by setting up new accounts, processing forms, and ensuring required documentation is complete and accurate.
Schedule and coordinate client meetings, prepare necessary materials, and manage follow-ups.
Address client concerns professionally and escalate issues to advisors or management when appropriate.
Process deposits, withdrawals, account transfers, and other client transactions accurately and in accordance with regulatory standards.
Monitor client account activity, including required minimum distributions, account changes, and updates.
Assist with preparing and delivering account performance reports, statements, and other documents.
Help ensure client interactions and documentation comply with applicable regulations and firm policies.
Maintain organized client records and files while protecting confidentiality and meeting data security standards.
Support wealth advisors with day-to-day tasks, including data entry, preparing client reviews, and updating CRM systems.
Work with advisors, portfolio managers, and other team members to provide seamless client service.
Communicate with custodians, financial institutions, and third-party vendors to resolve client-related issues and inquiries.
Support cross-functional projects and team goals as required by management.