Registered Client Service Associate

H Cap Connect • Parsippany, NJ

15d • Onsite

About The Position

We're partnering with a growing wealth management firm seeking an experienced Registered Client Service Associate (CSA) to play a critical role in advisor transitions and delivering an exceptional client experience. Unlike a traditional CSA position, this role serves as part of a specialized transition team. You'll become fully trained in the firm's technology, workflows, and multi-custodial environment so you're ready to support advisors as they join the firm. Your expertise will help ensure a seamless experience for clients while newly transitioned advisors build their permanent support team. If you enjoy learning, adapting to new situations, and making an immediate impact, this is a unique opportunity to become an invaluable resource within a highly respected wealth management organization.

Requirements

• Previous experience as a Client Service Associate within a Registered Investment Advisor (RIA), independent broker-dealer, or wealth management firm
• Strong understanding of account servicing, client onboarding, and financial operations
• Exceptional organizational skills and attention to detail
• Outstanding communication and client service abilities
• Ability to thrive in a fast-paced environment where priorities shift
• A proactive mindset with a desire to solve problems and support others
• FINRA registrations are required

Nice To Haves

• Experience working with multiple custodial platforms is preferred

Responsibilities

• Support advisors during client transition and onboarding periods
• Build relationships with clients while providing a white-glove service experience
• Process account openings, transfers, money movements, maintenance requests, and client paperwork
• Coordinate with multiple custodians to facilitate account transitions
• Maintain accurate client records and documentation
• Prepare advisors for client meetings and follow up on action items
• Serve as a knowledgeable resource on firm systems, technology, and operational processes
• Partner with advisors and leadership to ensure a smooth transition for every new practice
• Assist with special projects and operational initiatives as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed