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Team Lead Integration Lab Services
Insight Enterprises, Inc.
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- $34 USD / hour
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Added 1 min ago
HS
Food Service Director
Healthcare Services Group, Inc.
ASHLAND, WI
- From $55,000 USD / year
Associate’s degree or higher in food service management or hospitality, including food service or restaurant management coursework preferred.
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Cybersecurity Director
Accenture
Oklahoma City, OK
- $132,500 to $338,300 USD / year
…point of contact for the project team – often interfacing with client security stakeholders, client business and/or IT stakeholders, Accenture domain experts and other third-party teams as…
Added 1 min ago
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Neuroscience Specialist, Health and Science Professional - Jupiter, FL
Pfizer Inc
Remote, United States
- $76,000 to $199,600 USD / year
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Cardiovascular Specialist, Health and Science Professional - Delray Beach, FL
Pfizer Inc
Remote, United States
- $76,000 to $199,600 USD / year
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Client Service Associate
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…eDiscovery Technical Services teams, as well as our internal Client Services group, to shepherd Lighthouse client data through our systems while meeting aggressive client deadlines with the…
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Relationship Banker - Brooklyn Central Market
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- $25 to $26.77 USD / hour
…educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently…
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Relationship Banker - Brooklyn Central Market - Spanish Required
Bank of America, National Association
United States
- $25 to $26.77 USD / hour
…educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently…
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Relationship Banker - Midwood Financial Center
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Relationship Banker - Fort Myers Cape Coral Market
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Relationship Banker - Pinellas Bradenton Market
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Relationship Banker - Fort Walton Beach Financial Center
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Registered Wealth Management Client Associate
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- $25 to $45 USD / hour
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Relationship Banker - Aiken Mall Financial Center
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Client Support
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Our team is made up of attorneys, financial advisors, and client service professionals all over the country who believe that we all get one short life, and that we should make the most of…
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Recruiting - Recruiter
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System Operator III – Shift Supervisor - Traffic Operations
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SAX Advisory Group

Client Service Associate

Parsippany, NJ, United States

$75,000 - $85,000 USD

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Job details

Pay: $75,000 - $85,000 USD
Experience: Bachelor’s degree or 1 - 3 years of experience in a client service role, preferably in financial services or wealth management.
Posting language: English
Posted: Nov 2, 2026

Original job description

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity, and meaningful client relationships. With $7 billion in collective assets, Sax Wealth Advisors is able to maintain a boutique-style firm feel, while having a larger overall focus on client’s financial goals. As a wholly owned subsidiary of SAX Advisory Group, an accounting, tax and advisory firm, Sax Wealth Advisors provides a wide range of solutions to help prepare for your future and enhance your financial position at every stage of life. Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. We are Fee-Only advisors focused solely on your priorities and goals, and never on selling proprietary investment products.

We are actively seeking a full-time Client Service Associate to join our growing firm in Parsippany, NJ office.

Summary:

The Client Service Associate (CSA) 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 role involves coordinating with clients, processing paperwork, handling administrative tasks, and ensuring efficient, client-focused experience. The CSA is key to fostering client relationships, maintaining operational excellence, and contributing to the overall success of the firm.

Essential Duties and Responsibilities:

Support client onboarding, including setting up new accounts, processing forms, and ensuring all required documentation is complete and accurate.
Schedule and coordinate client meetings, prepare necessary materials, and handle follow-ups.
Address client concerns with professionalism and escalate issues to advisors or management as appropriate.
Process client transactions, such as deposits, withdrawals, and account transfers, ensuring accuracy and compliance with regulatory standards.
Monitor and manage client account activities, including tracking required minimum distributions, account changes, and updates.
Assist with preparing and delivering regular account performance reports, statements, and other documents.
Help ensure compliance with all relevant regulations and firm policies in all client interactions and documentation.
Maintain organized client records and files, ensuring confidentiality and compliance with data security standards.
Support the Wealth Advisors in day-to-day tasks, including data entry, assist in preparing client reviews, and updating CRM systems.
Work closely with advisors, portfolio managers, and other team members to ensure 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.

Qualifications:

Education and/or Work Experience

Bachelor’s degree or 1 - 3 years of experience in a client service role, preferably in financial services or wealth management.

Specialized Skills

Familiarity with Custodians (Charles Schwab, Fidelity and Altruist)
Working knowledge of Windows Operating systems & Microsoft Office
Experience with tools used on daily basis – CRM, and other Portfolio Management tools is a plus.

Other Qualifications:

Strong 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
Open and receptive to feedback and coaching

Comprehensive Benefits Package includes:

Generous Paid Time Off and Holidays
Hybrid Work Schedule (subject to Management Approval)
Paid Volunteer Day
Health and Wellness Initiatives and Incentives
Medical, Dental, Vision and Life Insurance
Short- and Long-Term Disability
Flexible Spending Accounts
Tuition Reimbursement for Advanced Degrees
401K Plans with Sax Matching Contribution
Summer Fridays
Employee Referral Bonus
Firm-Sponsored Events

To learn more about SAX Wealth Advisors, visit our website at http://www.saxwa.com.

Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. SAX does not sponsor applicants for U.S. work visa status for this position or for any future positions.

SAX Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

New Jersey Pay Range

$75,000 - $85,000 USD

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More about this job

Skills

Onboarding
Documentation
Regulatory compliance
Confidentiality
Apply information security policies
Data entry
Microsoft Windows
Microsoft Office
Interpersonal skills
Coaching

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