About this opportunity
Garry Executive Search lists this Wealth Management Associate opportunity in township of bridgewater, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Garry 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.
Is this the role you are looking for If so read on for more details, and make sure to apply today.
This is an excellent opportunity for someone with experience in wealth management operations or client service who enjoys being at the center of the client experience and wants to grow long-term within a collaborative, team-oriented firm.
The Opportunity
This role sits within a highly collaborative wealth management environment where every client is served by a team , not an individual advisor. The Client Service Associate plays a key role in supporting advisors, ensuring a smooth client experience, and keeping day-to-day operations running efficiently.
You’ll have exposure to multiple areas of the business—including onboarding, account maintenance, portfolio administration, and client communication—while working closely with advisors and operations professionals.
What You’ll Be Doing
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
Background They’re Looking For
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
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
Compensation & Benefits
Salary: $70,000–$90,000 (plus bonus)
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
Why This Role Stands Out
Fee-only, fiduciary wealth management environment
Strong team culture: collaborative, supportive, and low-ego
Exposure to the full client lifecycle in wealth management
Long-term career runway within a growing firm
Recognized as a top workplace in New Jersey
Interested in Learning More?
This search is being conducted confidentially by Garry Executive Search , a boutique recruiting firm specializing exclusively in the wealth management and RIA industry.
Apply directly to start a discreet conversation.
Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. xzgxqkn We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.
Worksite address
township of bridgewater, NJ, 08807, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.