Client Relationship Associate
Carbon Wealth Advisors, Rochelle Park, NJ, United States
Carbon Wealth Advisors is a partner-led, referral-only multi-family office serving a select group of high-net-worth families. We provide integrated planning, long-term investing, and insurance strategies with the same discipline we apply to our own families. As a boutique firm backed by Mariner Wealth Advisors, we combine a highly personal, white-glove experience with institutional infrastructure.
The Role We’re hiring a Client Relationship Associate to support client onboarding, ongoing service, and day-to-day operations of the firm.
This is a highly visible, client-facing role
working directly with the founding partners. You’ll be involved in everything from opening accounts and managing client requests to preparing reports and supporting meetings. The role combines structured workflows (onboarding, transfers, reporting) with real-time client needs and one-off requests. It’s ideal for someone who is organized, proactive, and comfortable operating in a fast-moving, in-office environment.
What You’ll Do
Support onboarding for new client relationships (individual, trust, retirement, and business accounts)
Coordinate account openings, documentation, and asset transfers (ACAT and non-ACAT)
Prepare and track client paperwork (agreements, disclosures, custodial forms)
Serve as a point of contact for client requests, ensuring timely and accurate follow-through
Monitor money movement, liquidity needs, and client activity
Track capital calls, private investments, and key account events
Maintain accurate client records and workflows across systems ( Wealthbox, RightCapital, Practifi, DocuSign )
Prepare meeting materials, onboarding summaries, and follow-up items
Generate quarterly reports and support ongoing client deliverables
Who Thrives in This Role
Comfortable interacting with high-net-worth and ultra-high-net-worth clients
Highly organized with strong attention to detail and follow-through
Communicates clearly, professionally, and with confidence
Takes ownership and initiative without needing constant direction
Enjoys working in-person and being part of a collaborative team environment
Able to balance structured processes with fast-moving, real-time requests
What We’re Looking For
3–5 years of experience in client service or operations within an RIA, private wealth, or financial services firm
Bachelor’s degree preferred (Finance, Business, Economics, or related)
Familiarity with investment accounts, custodial platforms, and wealth management workflows
Strong organizational, communication, and problem-solving skills
Comfort using tools such as CRM systems, planning software, and document platforms
Base Salary: $70,000 – $75,000 (based on experience)
Bonus: Performance-based
Benefits: Medical insurance, paid time off, and holidays
Schedule: Full-time, Monday–Friday, in-office
Growth: Clear path to increased responsibility as the firm scales
Why Join Carbon
Direct exposure to high-net-worth and ultra-high-net-worth clients
Work side-by-side with the founding partners in a growing firm
Gain experience across investments, planning, insurance, and private deals
Help build the systems, processes, and culture of a boutique firm from the ground up
How to Apply Please send your resume and a brief note toinfo@carbonwa.comexplaining:
#J-18808-Ljbffr
The Role We’re hiring a Client Relationship Associate to support client onboarding, ongoing service, and day-to-day operations of the firm.
This is a highly visible, client-facing role
working directly with the founding partners. You’ll be involved in everything from opening accounts and managing client requests to preparing reports and supporting meetings. The role combines structured workflows (onboarding, transfers, reporting) with real-time client needs and one-off requests. It’s ideal for someone who is organized, proactive, and comfortable operating in a fast-moving, in-office environment.
What You’ll Do
Support onboarding for new client relationships (individual, trust, retirement, and business accounts)
Coordinate account openings, documentation, and asset transfers (ACAT and non-ACAT)
Prepare and track client paperwork (agreements, disclosures, custodial forms)
Serve as a point of contact for client requests, ensuring timely and accurate follow-through
Monitor money movement, liquidity needs, and client activity
Track capital calls, private investments, and key account events
Maintain accurate client records and workflows across systems ( Wealthbox, RightCapital, Practifi, DocuSign )
Prepare meeting materials, onboarding summaries, and follow-up items
Generate quarterly reports and support ongoing client deliverables
Who Thrives in This Role
Comfortable interacting with high-net-worth and ultra-high-net-worth clients
Highly organized with strong attention to detail and follow-through
Communicates clearly, professionally, and with confidence
Takes ownership and initiative without needing constant direction
Enjoys working in-person and being part of a collaborative team environment
Able to balance structured processes with fast-moving, real-time requests
What We’re Looking For
3–5 years of experience in client service or operations within an RIA, private wealth, or financial services firm
Bachelor’s degree preferred (Finance, Business, Economics, or related)
Familiarity with investment accounts, custodial platforms, and wealth management workflows
Strong organizational, communication, and problem-solving skills
Comfort using tools such as CRM systems, planning software, and document platforms
Base Salary: $70,000 – $75,000 (based on experience)
Bonus: Performance-based
Benefits: Medical insurance, paid time off, and holidays
Schedule: Full-time, Monday–Friday, in-office
Growth: Clear path to increased responsibility as the firm scales
Why Join Carbon
Direct exposure to high-net-worth and ultra-high-net-worth clients
Work side-by-side with the founding partners in a growing firm
Gain experience across investments, planning, insurance, and private deals
Help build the systems, processes, and culture of a boutique firm from the ground up
How to Apply Please send your resume and a brief note toinfo@carbonwa.comexplaining:
#J-18808-Ljbffr