Client Service Specialist

Regency Wealth Management · Ramsey, New Jersey

FULL TIME

Job Description

We’re Hiring: Client Service Specialist | Ramsey, NJ (Onsite)

Regency Wealth Management is growing, and we’re looking for an experienced Client Service Specialist

to join our team in Ramsey, New Jersey.

We are an independent wealth management firm serving high-net-worth individuals, families, and institutions. Our team is focused on simplifying our clients’ financial lives through disciplined investment management, thoughtful financial planning, and exceptional service.

In this role, you’ll work closely with our advisors and clients while supporting

Client service and relationship management
New client onboarding and account maintenance
Wires, ACHs, transfers, deposits, distributions, and RMDs
Coordination with custodians
CRM, workflow, and client data management
Client meeting preparation and reporting

· Operational projects and process improvements

What we’re looking for

2+ years of wealth management, financial services, or client service experience preferred

· Bachelor’s degree in Finance, Business, or a related field preferred

· Familiarity with custodial platforms, with Fidelity experience preferred

Experience with CRM and wealth management technology such as AdvisorEngine, Salesforce, eMoney, or Tamarac
Strong organizational, communication, and follow-through skills

Compensation:

$70,000–$90,000 base salary, commensurate with experience, plus a discretionary year-end bonus based on performance incentives.

Benefits:

Company-subsidized health insurance, 401(k) with matching, paid time off and sick time, plus the ability to work from home periodically.

Location

Ramsey, NJ | Full-Time | On-Site

If you’re a proactive, detail-oriented professional who enjoys helping clients and wants to build a career with a growing wealth management firm, we’d love to hear from you.

Apply today and come grow with Regency Wealth Management.

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Company	Regency Wealth Management
Location	Ramsey, New Jersey
Type	FULL TIME
Niche	Enquiry clerks

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