Client Service Associate

SAX Advisory Group•Parsippany, NJ

5d•Onsite

About The Position

Sax Wealth Advisors, LLC is seeking a full-time Client Service Associate to join its growing firm at the Parsippany, New Jersey office. The role is onsite, with the potential to move to a hybrid schedule subject to management approval. Sax Wealth Advisors is an independent, fee-only registered investment advisor and a wholly owned subsidiary of SAX Advisory Group, serving clients with financial and estate planning. The firm has $7 billion in collective assets and is registered with the Securities and Exchange Commission. The Client Service Associate supports firm operations by providing client service and assisting wealth advisors. The role coordinates client communications and onboarding, processes paperwork and transactions, manages administrative tasks and records, and helps ensure an efficient, client-focused experience. The position contributes to strong client relationships, operational excellence, and the firm's success.

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 ability to work well with others and communicate with people of varying personalities and levels of expertise.
Ability to multitask and shift priorities quickly to manage deadlines.
Ability to stay organized and efficient in a demanding work environment.
High personal standards and sound judgment.
Openness to feedback and coaching.
Authorization to work in the United States without employment-based visa sponsorship now or in the future.

Nice To Haves

Experience with CRM and portfolio management tools.

Responsibilities

Support client onboarding, including opening new accounts, processing forms, and ensuring required documentation is complete and accurate.
Schedule and coordinate client meetings, prepare materials, and handle 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 compliance with regulatory standards.
Monitor client account activities, including required minimum distributions, account changes, and updates.
Assist in 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 complying with data security standards.
Support wealth advisors with day-to-day tasks, including data entry, client review preparation, and CRM updates.
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.