Client Service Associate

Florham Park, NJ

The Client Service Associate will assist in keeping our client’s financial affairs in order and providing solution that align with their financial needs.



  • Perform fund administration including booking of stocks and bonds for clients
  • Tracking client wealth, investment and asset reporting
  • Bank reconciliations
  • Vendor management
  • Organize bill payment schedule for clients
  • Compile financial statements for clients
  • Bill payment and wire transfers for individual and entity clients
  • Develop relationships with clients and provide excellent customer service
  • Assist with developing efficiencies and procedures for the team


Required Skills

  • Bachelor degree in accounting or business administration
  • Understanding of balance sheet and income statement classifications
  • General understanding of stocks and bonds
  • Experience with Microsoft Office Excel
  • Experience with QuickBooks a plus


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 8/28/2017
Salary $65,000-$85,000

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