Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 9 hours ago

Client Service Associate

SAX Advisory Group5 open roles

Pay
$75,000 – $85,000 a year
Where
Parsippany, New Jersey, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Service AssociateSAX Advisory Group · Parsippany, New Jersey, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on SAX Advisory Group's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.1% of postings close within 7 days. Measured by our own scanner across the market. SAX Advisory Group postings stay open a median of 47 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.1%7 days
  4. 21.1%14 days
  5. 35.8%30 days
  6. 59.0%60 days
This job: posted 9 hours ago

SAX Advisory Group median: 47 days open

The posting

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity, and meaningful client relationships. With $7 billion in collective assets, Sax Wealth Advisors is able to maintain a boutique-style firm feel, while having a larger overall focus on client’s financial goals. As a wholly owned subsidiary of SAX Advisory Group, an accounting, tax and advisory firm, Sax Wealth Advisors provides a wide range of solutions to help prepare for your future and enhance your financial position at every stage of life. Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. We are Fee-Only advisors focused solely on your priorities and goals, and never on selling proprietary investment products.

We are actively seeking a full-time Client Service Associate to join our growing firm based in Parsippany, NJ office. This position requires to be onsite and a potential to go hybrid.

Summary:

The Client Service Associate (CSA) plays a vital role in supporting the operations of Sax Wealth Advisors by delivering exceptional service to clients and supporting the team of wealth advisors. This role involves coordinating with clients, processing paperwork, handling administrative tasks, and ensuring efficient, client-focused experience. The CSA is key to fostering client relationships, maintaining operational excellence, and contributing to the overall success of the firm.

Essential Duties and Responsibilities:

  • Support client onboarding, including setting up new accounts, processing forms, and ensuring all required documentation is complete and accurate.
  • Schedule and coordinate client meetings, prepare necessary materials, and handle follow-ups.
  • Address client concerns with professionalism and escalate issues to advisors or management as appropriate.
  • Process client transactions, such as deposits, withdrawals, and account transfers, ensuring accuracy and compliance with regulatory standards.
  • Monitor and manage client account activities, including tracking required minimum distributions, account changes, and updates.
  • Assist with preparing and delivering regular account performance reports, statements, and other documents.
  • Help ensure compliance with all relevant regulations and firm policies in all client interactions and documentation.
  • Maintain organized client records and files, ensuring confidentiality and compliance with data security standards.
  • Support the Wealth Advisors in day-to-day tasks, including data entry, assist in preparing client reviews, and updating CRM systems.
  • Work closely with advisors, portfolio managers, and other team members to ensure seamless client service.
  • Communicate with custodians, financial institutions, and third-party vendors to resolve client-related issues and inquiries.
  • Support cross-functional projects and team goals as required by management.

Qualifications:

Education and/or Work Experience

  • Bachelor’s degree or 1 - 3 years of experience in a client service role, preferably in financial services or wealth management.

Specialized Skills

  • Familiarity with Custodians (Charles Schwab, Fidelity and Altruist)
  • Working knowledge of Windows Operating systems & Microsoft Office
  • Experience with tools used on daily basis – CRM, and other Portfolio Management tools is a plus.

Other Qualifications:

  • Strong Attention to accuracy and detail.
  • Strong interpersonal skills and the ability to work well with others and communicate with various personality types and levels of expertise.
  • Ability to multi-task and quickly switch priorities when necessary to manage deadlines.
  • Must be organized and efficient in a demanding work environment.
  • High personal standards and sound judgement
  • Open and receptive to feedback and coaching

Comprehensive Benefits Package includes:

  • Generous Paid Time Off and Holidays
  • Hybrid Work Schedule (subject to Management Approval)
  • Paid Volunteer Day
  • Health and Wellness Initiatives and Incentives
  • Medical, Dental, Vision and Life Insurance
  • Short- and Long-Term Disability
  • Flexible Spending Accounts
  • Tuition Reimbursement for Advanced Degrees
  • 401K Plans with Sax Matching Contribution
  • Summer Fridays
  • Employee Referral Bonus
  • Firm-Sponsored Events

To learn more about SAX Wealth Advisors, visit our website at http://www.saxwa.com.

Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. SAX does not sponsor applicants for U.S. work visa status for this position or for any future positions.

SAX Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

New Jersey Pay Range

$75,000—$85,000 USD

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against SAX Advisory Group's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on SAX Advisory Group's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    SAX Advisory Group's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.