Registered Client Service Associate - Paramus, NJ

Job Overview:

The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Registered CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Responsibilities:

We are seeking a client‑focused, organized associate to support our advisory team. Responsibilities include managing inbound calls, scheduling appointments, preparing meeting materials, and keeping client information updated. You will assist with new business documentation and handle key account operations such as new account setup, transfers, cash management, and maintenance tasks.

This role also involves proactive outreach on t...