Garry Executive Search · 9 hours ago
Wealth Management Associate
Bridgewater, NJ
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $85K/yrGarry Executive Search has been retained by a well-established, fee-only wealth management firm in Central New Jersey to recruit a Client Service Associate to support a growing advisory team. This role plays a key part in ensuring a smooth client experience and maintaining efficient day-to-day operations within a collaborative wealth management environment.
Staffing & Recruiting
Hiring Manager
Mark Garry
Responsibilities
Support client onboarding, including account opening, transfers, and system updates
Process client paperwork and account maintenance with custodians
Serve as a point of contact for clients via phone and email
Maintain accurate client information and task notes in the CRM
Coordinate with custodians to ensure timely and accurate processing
Assist with portfolio system maintenance and reporting updates
Support internal teams with document management and workflow organization
Qualification
Required
Prior experience in wealth management, financial services, or a related client service role
Strong written and verbal communication skills
Highly organized with strong attention to detail
Comfortable managing multiple priorities in a fast-paced environment
Proficiency with Microsoft Office
Preferred
Experience with CRM systems and portfolio reporting platforms (Tamarac, Salesforce, or similar) is a plus
Experience working with Schwab and/or Fidelity is a plus
Benefits
Bonus eligibility
401(k) with generous employer match
Health and dental benefits
Employee Stock Ownership Program (ESOP)
Hybrid work schedule (in-office Tuesday–Thursday)
Supportive, team-first culture with long-term growth opportunities
Company
Garry Executive Search
At Garry Executive Search, we specialize in providing comprehensive recruitment solutions tailored specifically to the wealth management industry.
Founded in 2024
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase