Client Services Associate

CLIENT SERVICE ASSOCIATELocation: Chatham, NJ Harbour Bridge Advisors is a well respected independent financial services firm affiliated with Wells Fargo Advisors Financial Network, proudly serving families and individuals since 2004. With a deep commitment to fiduciary standards, legacy planning, and client service excellence, the firm delivers tailored financial and investment planning alongside wealth management solutions to a high-net-worth clientele. As the firm continues to grow, they are seeking a Client Service Associate to join their dynamic team.POSITION OVERVIEW:This role is ideal for a banking and/or a financial services professional who thrives in a client-facing, operationally critical environment. You will support one or more Financial Advisors by managing the day-to-day service needs of clients, ensuring the highest standard of care in all interactions. This is a key position that contributes directly to client satisfaction, operational efficiency, and the long-term success of the firm.KEY RESPONSIBILITIES:Client Service & Relationship Management: Serve as the first point of contact for client inquiries. Provide white-glove service through proactive communication, problem resolution, and follow-through.Account Administration: Open and maintain brokerage, retirement, and trust accounts; process ACATs, wires, RMDs, distributions, and other transactions in coordination with contra parties.Advisor Support: Prepare documentation, reports, and meeting materials for Financial Advisors; maintain client files and CRM records.Team Coordination: Work closely with advisors, operations, and leadership to ensure a seamless client experience and timely execution of service deliverables.Quality Control: Ensure all work adheres to compliance standards and is completed with a high degree of accuracy and confidentiality.IDEAL CANDIDATE PROFILE:MUST HAVE 2+ years of client service experience within financial services, preferably in banking, private wealth, or an RIA/financial planning firmProficiency in CRM systems (Salesforce, ACT, Redtail, etc.), portfolio reporting tools, and MS Office Suite; experience with platforms like SmartStation or advisor gatewayExcellent interpersonal and written communication skills, with a client-first mindsetImpeccable attention to detail, time management, and organizational skillsDiscretion and professionalism in handling sensitive client informationAbility to work independently and collaboratively, with sound judgment on when to escalate issuesWHY JOIN US?Competitive compensation with bonus eligibility401(k) and profit-sharing planComprehensive health benefitsGenerous PTOA stable, growing firm with a strong client base and values-driven cultureOpportunities for long-term career growth, continuing education, and developmentTO APPLY:If you're an experienced service oriented professional who understands the unique needs of financial services clients and values a collaborative and client-centered environment, we encourage you to apply. Please send your resume and a cover letter to jerday@harbourbridgeconsultants.com.Equal Opportunity EmployerJob Type: Full-timeBenefits:401(k)Dental insuranceHealth insurancePaid time offWork Location: In personPay: $60,000.00 - $90,000.00 per year