{"id":3616199,"url":"https://alion.io/job/saxadvisorygroup-client-service-associate","title":"Client Service Associate","company":{"id":720733,"name":"Saxadvisorygroup","domain":"saxadvisorygroup.com","url":"https://alion.io/company/saxadvisorygroup","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Parsippany, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":75000,"max":85000,"currency":"USD","period":"year","gross":null,"usd_annual":85000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Windows","optional":false}],"status":"live","first_seen_at":"2026-11-02T14:20:25Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-04T16:36:15Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"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!\nSax 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. \nWe are actively seeking a full-time Client Service Associate to join our growing firm in Parsippany, NJ office.\nSummary:\nThe 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.\nEssential Duties and Responsibilities:\nSupport client onboarding, including setting up new accounts, processing forms, and ensuring all required documentation is complete and accurate.\nSchedule and coordinate client meetings, prepare necessary materials, and handle follow-ups.\nAddress client concerns with professionalism and escalate issues to advisors or management as appropriate.\nProcess client transactions, such as deposits, withdrawals, and account transfers, ensuring accuracy and compliance with regulatory standards.\nMonitor and manage client account activities, including tracking required minimum distributions, account changes, and updates.\nAssist with preparing and delivering regular account performance reports, statements, and other documents.\nHelp ensure compliance with all relevant regulations and firm policies in all client interactions and documentation.\nMaintain organized client records and files, ensuring confidentiality and compliance with data security standards.\nSupport the Wealth Advisors in day-to-day tasks, including data entry, assist in preparing client reviews, and updating CRM systems.\nWork closely with advisors, portfolio managers, and other team members to ensure seamless client service.\nCommunicate with custodians, financial institutions, and third-party vendors to resolve client-related issues and inquiries.\nSupport cross-functional projects and team goals as required by management.\n Qualifications:\n Education and/or Work Experience\nBachelor’s degree or 1 - 3 years of experience in a client service role, preferably in financial services or wealth management.\nSpecialized Skills\nFamiliarity with Custodians (Charles Schwab, Fidelity and Altruist)\nWorking knowledge of Windows Operating systems & Microsoft Office\nExperience with tools used on daily basis - CRM, and other Portfolio Management tools is a plus.\nOther Qualifications:\nStrong Attention to accuracy and detail.\nStrong interpersonal skills and the ability to work well with others and communicate with various personality types and levels of expertise.\nAbility to multi-task and quickly switch priorities when necessary to manage deadlines.\nMust be organized and efficient in a demanding work environment.\nHigh personal standards and sound judgement\nOpen and receptive to feedback and coaching\nComprehensive Benefits Package includes:\nGenerous Paid Time Off and Holidays\nHybrid Work Schedule (subject to Management Approval)\nPaid Volunteer Day\nHealth and Wellness Initiatives and Incentives\nMedical, Dental, Vision and Life Insurance\nShort- and Long-Term Disability\nFlexible Spending Accounts\nTuition Reimbursement for Advanced Degrees\n401K Plans with Sax Matching Contribution\nSummer Fridays\nEmployee Referral Bonus\nFirm-Sponsored Events\nTo learn more about SAX Wealth Advisors, visit our website at http://www.saxwa.com.\nApplicants 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.\nSAX Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.\nNew Jersey Pay Range\n$75,000—$85,000 USD","description_format":"text","description_chars":5295,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Hybrid work","Life insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Audit & Assurance Firms","Accounting & Tax Software"],"lifecycle":[{"event":"open","at":"2026-11-02T16:33:34Z"}],"visa":[],"liveness":{"score":95,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.946,"p_room":1,"age_days":1,"expected_fill_days":47,"reasons":["conf:4","urgency","win:early","comp:junior"],"computed_at":"2026-11-04T06:34:25Z"},"pay":{"stated_usd_annual":85000,"is_top_pay":true},"html_url":"https://alion.io/job/saxadvisorygroup-client-service-associate","json_url":"https://alion.io/job/saxadvisorygroup-client-service-associate.json","meta":{"generated_at":"2026-11-04T16:54:29Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":25894,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":720733},"rest":"https://alion.io/mcp/rest/get_company?id=720733"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsaxadvisorygroup-client-service-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsaxadvisorygroup-client-service-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsaxadvisorygroup-client-service-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/saxadvisorygroup-client-service-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsaxadvisorygroup-client-service-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3616199}},{"tool":"search_jobs","arguments":{"company":"saxadvisorygroup.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3616199},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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