Client Service Specialist - Wealth Management (Paramus)
Atrium, Paramus, NJ, United States
Atrium is seeking on behalf of our client a
Client Service Specialist - Wealth Management
based in
Paramus, NJ .
A background check
may be run only after a conditional offer is made, where permitted by law .
Position : Client Service Specialist
Location:
Paramus, NJ
Employment Type:
Full-time
Compensation:
$80-100k
Position Overview
The Client Service Specialist will provide high-level support to clients and internal teams, ensuring seamless account management and exceptional service delivery. This role involves handling client onboarding, maintaining accurate records, and assisting with investment-related inquiries. The position requires strong communication skills and the ability to collaborate with advisors and custodial partners to meet client needs. Must be legally authorized to work in the United States.
Responsibilities
Manage client onboarding processes, ensuring all forms and documentation are accurately completed and submitted
Maintain and update client records in accordance with compliance standards
Assist clients with inquiries related to investments, account maintenance, and service requests
Coordinate with custodial platforms to process transactions and resolve account issues
Support advisors in preparing reports, presentations, and client communications
Ensure timely and accurate execution of client instructions and follow-up activities
Required Experience/Skills
3+ years of relevant work experience in wealth management
Proficiency in Microsoft Office 365
Strong written and verbal communication skills
Basic understanding of investments, including stocks, bonds, ETFs, and mutual funds
Familiarity with custodial platforms (Fidelity experience preferred)
Knowledge of charitable giving, IRA rules, and 529 plans
Preferred Experience/Skills
5+ years of relevant work experience in wealth management
Advanced proficiency in Microsoft Office 365 and related tools
Experience with client onboarding and custodial platform navigation
Strong organizational skills with attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced environment
Familiarity with compliance requirements in financial services
Education Requirements
Bachelor’s degree preferred
Coursework or certifications in investments or financial planning a plus
Continuing education in wealth management or financial services encouraged
Additional industry certifications (e.g., Series 7, Series 66) considered a plus
Benefits
If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable.
Commitment to Diversity
As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please
contact us
to request an accommodation.
EOE/M/F/D/V/SO
Applicant Communication Consent
By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.
You can reply STOP to opt out on any message you receive. For more details, please review our
Terms of Use
and
Privacy Policy .
Client Service Specialist - Wealth Management
based in
Paramus, NJ .
A background check
may be run only after a conditional offer is made, where permitted by law .
Position : Client Service Specialist
Location:
Paramus, NJ
Employment Type:
Full-time
Compensation:
$80-100k
Position Overview
The Client Service Specialist will provide high-level support to clients and internal teams, ensuring seamless account management and exceptional service delivery. This role involves handling client onboarding, maintaining accurate records, and assisting with investment-related inquiries. The position requires strong communication skills and the ability to collaborate with advisors and custodial partners to meet client needs. Must be legally authorized to work in the United States.
Responsibilities
Manage client onboarding processes, ensuring all forms and documentation are accurately completed and submitted
Maintain and update client records in accordance with compliance standards
Assist clients with inquiries related to investments, account maintenance, and service requests
Coordinate with custodial platforms to process transactions and resolve account issues
Support advisors in preparing reports, presentations, and client communications
Ensure timely and accurate execution of client instructions and follow-up activities
Required Experience/Skills
3+ years of relevant work experience in wealth management
Proficiency in Microsoft Office 365
Strong written and verbal communication skills
Basic understanding of investments, including stocks, bonds, ETFs, and mutual funds
Familiarity with custodial platforms (Fidelity experience preferred)
Knowledge of charitable giving, IRA rules, and 529 plans
Preferred Experience/Skills
5+ years of relevant work experience in wealth management
Advanced proficiency in Microsoft Office 365 and related tools
Experience with client onboarding and custodial platform navigation
Strong organizational skills with attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced environment
Familiarity with compliance requirements in financial services
Education Requirements
Bachelor’s degree preferred
Coursework or certifications in investments or financial planning a plus
Continuing education in wealth management or financial services encouraged
Additional industry certifications (e.g., Series 7, Series 66) considered a plus
Benefits
If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable.
Commitment to Diversity
As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please
contact us
to request an accommodation.
EOE/M/F/D/V/SO
Applicant Communication Consent
By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.
You can reply STOP to opt out on any message you receive. For more details, please review our
Terms of Use
and
Privacy Policy .