Client Service Associate (Wealth Management)

Job Overview

Atlantic Group is hiring a Client Service Associate (Wealth Management) in Bergen County, NJ.

Responsibilities

• Serve as a primary point of contact for client inquiries while delivering responsive, high-quality service and coordinating requests with internal teams.
• Support new account openings, account maintenance, client documentation, and custodial paperwork while ensuring accuracy and timely processing.
• Process money movement requests, account transfers, required distributions, and other client service transactions in accordance with established procedures.
• Maintain accurate client records, document client interactions, generate reports, and support workflow management within the firm’s CRM platform.
• Prepare presentation materials, coordinate client meetings, assist with reporting, and provide ongoing administrative support to advisory teams.

Qualifications

• Education: Bachelor’s degree in Business, Finance, Accounting, or a related field is preferred.
• Experience: 3+ years of client service or client operations experience within a registered investment advisor (RIA), wealth management firm, or financial advisory environment is required.
• Industry Knowledge: Strong understanding of wealth management operations, investment account administration, custodial processes, and client service best practices is required.
• Technical Skills: Proficiency with Microsoft Office Suite and CRM systems is required. Experience with Charles Schwab custodial platforms and Microsoft Dynamics or similar CRM systems is preferred.

Skills & Attributes

• Strong communication, organizational, customer service, and problem-solving skills with the ability to manage multiple priorities, maintain attention to detail, and build lasting client relationships are required.