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Premier Path Wealth Partners · 10 hours ago

Client Services Associate

Madison, NJ

Full-time

Onsite

New Grad, Entry Level

Premier Path Wealth Partners is a Registered Investment Advisor firm seeking a Client Services Associate to maintain and deepen client relationships. This client-facing role is responsible for providing exceptional service, managing client transactions, and supporting advisors and internal teams to ensure operational excellence.

AdviceFinancial ServicesRetirementWealth Management

Responsibilities

Provide timely, exceptional client service with flawless execution on all requests and inquiries

Process client transactions including money movement, security transfers, and account maintenance updates

Assist clients with online access setup, troubleshooting, and general platform support

Manage the full new account onboarding process, including preparing documents, gathering required paperwork, and submitting applications through the custodian platform

Ensure new accounts and service requests are completed accurately, efficiently, and with proactive follow‑up

Maintain and update client records, files, and data within CRM and custodian systems

Execute compliance-related responsibilities including maintaining documentation, monitoring regulatory requirements, and assisting with regulatory correspondence

Make proactive outbound client contacts to strengthen relationships and support ongoing engagement

Prepare materials and documentation for client meetings and follow up on action items afterward

Provide operational support across the firm, which may include marketing tasks, performance reporting, and general office administration

Collaborate with advisors and team members to ensure an exceptional and consistent client experience

Qualification

Financial services experienceClient service skillsOrganizational skillsMicrosoft Office proficiencyCRM systems familiarityInterest in Wealth ManagementWillingness to obtain Series 65Problem-solving skillsVerbal communicationWritten communicationAttention to detailTime management