The GenWealth Group
Client Service Specialist / Senior Client Service Specialist
The GenWealth Group is a Registered Investment Advisory Firm located in beautiful downtown Maplewood, NJ. We think about wealth management differently. We’re an independent firm and that means independent thinking for our clients. Our connection with our clients and the depth in which we help them is the true difference. Additionally, our dedication to and support of our community is something of which we are incredibly proud.
We think differently about our people as well. We have been able to consistently grow our business, which is on pace to soon manage $1B in assets under management. We attribute our success in large part to our team. Our culture is special, with strong core values, synergy through our team, and an unrivalled compensation package offering through benefits and flexibility.
The role we’re hiring for is a Client Service Specialist. This is a dynamic position in our Operations Department reporting to the Director of Client Service while supporting a Wealth Advisor and our valued clients. The Client Service Specialist supports the daily operations and client servicing functions of the firm. This individual plays a vital role in ensuring a seamless client experience, efficient account administration, and accurate operational processing across custodians and internal systems.
Key Responsibilities Client Service & Relationship Support
Serve as a trusted resource for clients and their families regarding account servicing needs (i.e., money movement, beneficiary updates, address changes, etc.) by consistently responding in a timely and accurate manner according to the firm’s high service standards
Answer phones and respond to client inquiries in a warm, professional manner and route calls
Create a positive first impression with a polished professional style by warmly greeting clients in the reception area
Coordinate the client onboarding process—including new account setup, transfers, and digital access with our custodian, Charles Schwab and Co.
Open and re‑balance 529 College Savings Plan accounts
Establish Pledged Asset Lines of Credit and provide ongoing service and maintenance of client requests
Operations & Workflow Management
Accurately process account transactions, including contributions, distributions, and money movements
Maintain clean and compliant records in the firm’s CRM and document management systems
Ensure operational tasks align with compliance requirements under SEC and RIA regulations
Update and maintain operational spreadsheets, ensuring accurate documentation and recordkeeping
Liase with custodian (Charles Schwab) and other third‑party vendors to support operational needs and client service
Partner with wealth advisors to execute client requests efficiently and accurately
Identify opportunities to streamline operational processes and improve workflow
Support firm initiatives such as technology integration, reporting enhancements, and compliance reviews
Process individual trades and quarterly trade re‑balancing while maintaining cash balance parameters (Black Diamond)
Learn, follow and support the firm’s compliance procedures
Maintain detailed notes and tasks in the firm’s CRM system (Junxure)
Attend occasional firm‑sponsored networking events outside of regular business hours
Qualifications
Experience: 5‑7 years of client service or operations experience in an RIA, financial planning, or investment management environment
Skills
Exceptional attention to detail and accuracy
Strong organizational and multitasking abilities
Working knowledge of investment accounts, custodial platforms, and compliance processes for RIAs
Strong understanding of a fiduciary, relationship‑driven environment
Excellent written and verbal communication skills
Excellent computer skills including Microsoft Office Suite, especially Excel and CRM system
Basic knowledge of AI (ChatGPT or other)
Familiarity with RIA technology such as Black Diamond, Junxure, or Schwab AdvisorCenter
Personal Attributes
Client‑first mindset and professional, service‑oriented demeanor
High integrity and discretion when handling confidential client information
Team player with a proactive, can‑do attitude
Eager to grow within a dynamic, boutique RIA environment— in person 5 days
Compensation
Competitive salary with numerous bonus opportunities
Company‑sponsored 401k plan
Generous paid time off/flex time and reduced summer schedule
Health, Dental, and Life Insurance Benefits
Interested candidates should send a cover letter and resume to clientservice@thegenwealthgroup.com
Referrals increase your chances of interviewing at The GenWealth Group by 2x
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
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We think differently about our people as well. We have been able to consistently grow our business, which is on pace to soon manage $1B in assets under management. We attribute our success in large part to our team. Our culture is special, with strong core values, synergy through our team, and an unrivalled compensation package offering through benefits and flexibility.
The role we’re hiring for is a Client Service Specialist. This is a dynamic position in our Operations Department reporting to the Director of Client Service while supporting a Wealth Advisor and our valued clients. The Client Service Specialist supports the daily operations and client servicing functions of the firm. This individual plays a vital role in ensuring a seamless client experience, efficient account administration, and accurate operational processing across custodians and internal systems.
Key Responsibilities Client Service & Relationship Support
Serve as a trusted resource for clients and their families regarding account servicing needs (i.e., money movement, beneficiary updates, address changes, etc.) by consistently responding in a timely and accurate manner according to the firm’s high service standards
Answer phones and respond to client inquiries in a warm, professional manner and route calls
Create a positive first impression with a polished professional style by warmly greeting clients in the reception area
Coordinate the client onboarding process—including new account setup, transfers, and digital access with our custodian, Charles Schwab and Co.
Open and re‑balance 529 College Savings Plan accounts
Establish Pledged Asset Lines of Credit and provide ongoing service and maintenance of client requests
Operations & Workflow Management
Accurately process account transactions, including contributions, distributions, and money movements
Maintain clean and compliant records in the firm’s CRM and document management systems
Ensure operational tasks align with compliance requirements under SEC and RIA regulations
Update and maintain operational spreadsheets, ensuring accurate documentation and recordkeeping
Liase with custodian (Charles Schwab) and other third‑party vendors to support operational needs and client service
Partner with wealth advisors to execute client requests efficiently and accurately
Identify opportunities to streamline operational processes and improve workflow
Support firm initiatives such as technology integration, reporting enhancements, and compliance reviews
Process individual trades and quarterly trade re‑balancing while maintaining cash balance parameters (Black Diamond)
Learn, follow and support the firm’s compliance procedures
Maintain detailed notes and tasks in the firm’s CRM system (Junxure)
Attend occasional firm‑sponsored networking events outside of regular business hours
Qualifications
Experience: 5‑7 years of client service or operations experience in an RIA, financial planning, or investment management environment
Skills
Exceptional attention to detail and accuracy
Strong organizational and multitasking abilities
Working knowledge of investment accounts, custodial platforms, and compliance processes for RIAs
Strong understanding of a fiduciary, relationship‑driven environment
Excellent written and verbal communication skills
Excellent computer skills including Microsoft Office Suite, especially Excel and CRM system
Basic knowledge of AI (ChatGPT or other)
Familiarity with RIA technology such as Black Diamond, Junxure, or Schwab AdvisorCenter
Personal Attributes
Client‑first mindset and professional, service‑oriented demeanor
High integrity and discretion when handling confidential client information
Team player with a proactive, can‑do attitude
Eager to grow within a dynamic, boutique RIA environment— in person 5 days
Compensation
Competitive salary with numerous bonus opportunities
Company‑sponsored 401k plan
Generous paid time off/flex time and reduced summer schedule
Health, Dental, and Life Insurance Benefits
Interested candidates should send a cover letter and resume to clientservice@thegenwealthgroup.com
Referrals increase your chances of interviewing at The GenWealth Group by 2x
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
#J-18808-Ljbffr