Tasa365 LLC
Client Relations Associate — Private Wealth Management
Tasa365 LLC, Fort Lee, New Jersey, us, 07024
Client Relations Associate — Private Wealth Management
Job Title: Client Relations Associate — Private Wealth Management
Location: Fort Lee, NJ – based in-office with flexible arrangements as required.
Salary: $65,000 to $95,000 annual – DOE.
Our client, a Wealth Management Organization is a woman‑owned boutique firm dedicated to providing high‑net‑worth clients with sophisticated, goal‑driven wealth solutions. Their culture prizes collaboration, integrity, and tailored excellence.
Position Overview As a Client Relations Associate, you will serve as a trusted point of contact for clients, support wealth advisors, and coordinate operations to enhance the client experience.
Key Responsibilities
Client Relationship Support: Act as a liaison for clients—responding promptly to inquiries, coordinating across internal teams, and deepening relationships through attentive and proactive service that anticipates client needs.
Administrative & Operational Support: Provide day‑to‑day administrative assistance to our client’s wealth advisors, including processing client service requests, opening brokerage accounts, handling ACAT transfers, initiating wires, and coordinating client paperwork with custodians.
Operational Excellence: Assemble and ensure the accuracy of client deliverables such as meeting materials, financial overviews, and service‑related documentation, maintaining high standards of completeness and timeliness.
Wealth Solution Coordination: Collaborate with wealth advisors, portfolio managers, financial planners, third‑party specialists, custodians, and other stakeholders to deliver comprehensive, integrated solutions to clients.
Meeting Preparation & Support: Schedule client meetings, coordinate agendas, prepare presentation materials and meeting minutes, and ensure smooth execution.
Financial Planning Data Gathering: Support the planning process by collecting and organizing client financial information, including statements, tax returns, estate documents, and insurance policies. Enter and update this data into eMoney to ensure accuracy and completeness. Proactively follow up with clients to obtain outstanding information.
Document & Compliance Management: Maintain critical client records and documentation, ensuring compliance with audit and regulatory standards.
Systems & CRM Maintenance: Utilize CRM tools, custodial platforms, and workflow software to track client projects, update records, and support service delivery.
Risk & Policy Adherence: Ensure all activities align with firm policies while maintaining confidentiality, compliance, and risk mitigation.
Regulatory & Compliance Support: Coordinate with the Compliance team on regulatory requirements by delivering Form ADV, CRS, and Privacy Notices to new and existing clients, tracking and documenting receipt of regulatory disclosures, assisting with client KYC/AML updates, and supporting audit and exam requests for client documentation.
Client Communication & Event Support: Draft and send personalized correspondence such as meeting follow‑ups, account updates, and seasonal check‑ins; coordinate logistics for client events, webinars, and educational sessions; support digital communications through newsletters, marketing campaigns, and other outreach initiatives.
Qualifications
Education: Bachelor’s degree required. Interest in pursuing advanced certifications (e.g., CPA, CFP®, CFA) within 1–3 years strongly encouraged.
Experience: 2–4 years of experience in wealth management, private banking, family office settings, or client service roles, with direct hands‑on experience working with brokerage accounts, custodial paperwork, and cash/asset transfers.
Additional Knowledge Preferred: Familiarity with trust accounting and working with trust structures.
Technical Proficiency: Advanced skills in Microsoft Office (Excel, Outlook, Teams); experience with custodial platforms (Fidelity Wealthscape preferred); familiarity with CRM and portfolio management systems; ability to leverage AI tools (e.g., for research, automation, or workflow optimization); familiarity with DocuSign and digital meeting platforms (Zoom/Teams).
Communication & Etiquette: Exceptional verbal and written communication skills, strong sense of professionalism, empathy, discretion, and business etiquette; deep understanding of client needs and urgencies.
Personal Attributes: Highly organized, proactive problem‑solver, detail‑oriented, able to manage multiple tasks efficiently in a fast‑paced, collaborative environment, with emotional intelligence and sensitivity to client needs.
Salary: $65,000 to $95,000 per year, based on level of experience. Incentive plan: eligible for performance‑based bonuses tied to individual, team, and firm‑wide performance.
Benefits
Employer‑sponsored health insurance, hybrid work environment, free in‑office lunch daily.
401(k), paid time off, medical and flex spending accounts, Peloton and Apple discounts, commuter benefits, and ongoing professional development opportunities.
Recent recognition as a 2025 “Best Place to Work in NJ” and “Best Place to Work for Women.”
Why Join Our Client, a Wealth Management Organization
Work in a closely integrated, client‑first private wealth environment.
Engage in meaningful client relationships focusing on long‑term financial success.
Gain exposure to complex financial planning and investment management strategies.
Receive support and mentorship for professional growth, including encouragement to pursue advanced certifications.
Be part of a values‑driven culture emphasizing excellence, integrity, and collaboration.
To provide equal employment and advancement opportunities to all individuals, employment decisions at our client, a Wealth Management Organization will be based on merit, qualifications, and abilities. Our client is aware of and takes seriously its obligation to provide its employees with employment opportunities free from unlawful discrimination on the basis of any legally protected category, including but not limited to age, citizenship, color, disability, gender, gender identity or expression, marital, domestic partnership or civil union status, military or veteran status, national origin, ancestry, pregnancy, pregnancy‑related conditions, breastfeeding, race, religion, sex, sexual orientation, typical hereditary traits, medical condition, or any other characteristic protected under applicable law.
California, Colorado, Connecticut, Nevada, New Jersey, New York, Rhode Island, or Washington residents only: The salary range and benefits for residents of these states vary from $65,000 to $95,000 per year based on the level of experience.
Referrals increase your chances of interviewing at Tasa365 LLC by 2×.
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Location: Fort Lee, NJ – based in-office with flexible arrangements as required.
Salary: $65,000 to $95,000 annual – DOE.
Our client, a Wealth Management Organization is a woman‑owned boutique firm dedicated to providing high‑net‑worth clients with sophisticated, goal‑driven wealth solutions. Their culture prizes collaboration, integrity, and tailored excellence.
Position Overview As a Client Relations Associate, you will serve as a trusted point of contact for clients, support wealth advisors, and coordinate operations to enhance the client experience.
Key Responsibilities
Client Relationship Support: Act as a liaison for clients—responding promptly to inquiries, coordinating across internal teams, and deepening relationships through attentive and proactive service that anticipates client needs.
Administrative & Operational Support: Provide day‑to‑day administrative assistance to our client’s wealth advisors, including processing client service requests, opening brokerage accounts, handling ACAT transfers, initiating wires, and coordinating client paperwork with custodians.
Operational Excellence: Assemble and ensure the accuracy of client deliverables such as meeting materials, financial overviews, and service‑related documentation, maintaining high standards of completeness and timeliness.
Wealth Solution Coordination: Collaborate with wealth advisors, portfolio managers, financial planners, third‑party specialists, custodians, and other stakeholders to deliver comprehensive, integrated solutions to clients.
Meeting Preparation & Support: Schedule client meetings, coordinate agendas, prepare presentation materials and meeting minutes, and ensure smooth execution.
Financial Planning Data Gathering: Support the planning process by collecting and organizing client financial information, including statements, tax returns, estate documents, and insurance policies. Enter and update this data into eMoney to ensure accuracy and completeness. Proactively follow up with clients to obtain outstanding information.
Document & Compliance Management: Maintain critical client records and documentation, ensuring compliance with audit and regulatory standards.
Systems & CRM Maintenance: Utilize CRM tools, custodial platforms, and workflow software to track client projects, update records, and support service delivery.
Risk & Policy Adherence: Ensure all activities align with firm policies while maintaining confidentiality, compliance, and risk mitigation.
Regulatory & Compliance Support: Coordinate with the Compliance team on regulatory requirements by delivering Form ADV, CRS, and Privacy Notices to new and existing clients, tracking and documenting receipt of regulatory disclosures, assisting with client KYC/AML updates, and supporting audit and exam requests for client documentation.
Client Communication & Event Support: Draft and send personalized correspondence such as meeting follow‑ups, account updates, and seasonal check‑ins; coordinate logistics for client events, webinars, and educational sessions; support digital communications through newsletters, marketing campaigns, and other outreach initiatives.
Qualifications
Education: Bachelor’s degree required. Interest in pursuing advanced certifications (e.g., CPA, CFP®, CFA) within 1–3 years strongly encouraged.
Experience: 2–4 years of experience in wealth management, private banking, family office settings, or client service roles, with direct hands‑on experience working with brokerage accounts, custodial paperwork, and cash/asset transfers.
Additional Knowledge Preferred: Familiarity with trust accounting and working with trust structures.
Technical Proficiency: Advanced skills in Microsoft Office (Excel, Outlook, Teams); experience with custodial platforms (Fidelity Wealthscape preferred); familiarity with CRM and portfolio management systems; ability to leverage AI tools (e.g., for research, automation, or workflow optimization); familiarity with DocuSign and digital meeting platforms (Zoom/Teams).
Communication & Etiquette: Exceptional verbal and written communication skills, strong sense of professionalism, empathy, discretion, and business etiquette; deep understanding of client needs and urgencies.
Personal Attributes: Highly organized, proactive problem‑solver, detail‑oriented, able to manage multiple tasks efficiently in a fast‑paced, collaborative environment, with emotional intelligence and sensitivity to client needs.
Salary: $65,000 to $95,000 per year, based on level of experience. Incentive plan: eligible for performance‑based bonuses tied to individual, team, and firm‑wide performance.
Benefits
Employer‑sponsored health insurance, hybrid work environment, free in‑office lunch daily.
401(k), paid time off, medical and flex spending accounts, Peloton and Apple discounts, commuter benefits, and ongoing professional development opportunities.
Recent recognition as a 2025 “Best Place to Work in NJ” and “Best Place to Work for Women.”
Why Join Our Client, a Wealth Management Organization
Work in a closely integrated, client‑first private wealth environment.
Engage in meaningful client relationships focusing on long‑term financial success.
Gain exposure to complex financial planning and investment management strategies.
Receive support and mentorship for professional growth, including encouragement to pursue advanced certifications.
Be part of a values‑driven culture emphasizing excellence, integrity, and collaboration.
To provide equal employment and advancement opportunities to all individuals, employment decisions at our client, a Wealth Management Organization will be based on merit, qualifications, and abilities. Our client is aware of and takes seriously its obligation to provide its employees with employment opportunities free from unlawful discrimination on the basis of any legally protected category, including but not limited to age, citizenship, color, disability, gender, gender identity or expression, marital, domestic partnership or civil union status, military or veteran status, national origin, ancestry, pregnancy, pregnancy‑related conditions, breastfeeding, race, religion, sex, sexual orientation, typical hereditary traits, medical condition, or any other characteristic protected under applicable law.
California, Colorado, Connecticut, Nevada, New Jersey, New York, Rhode Island, or Washington residents only: The salary range and benefits for residents of these states vary from $65,000 to $95,000 per year based on the level of experience.
Referrals increase your chances of interviewing at Tasa365 LLC by 2×.
#J-18808-Ljbffr