Client Service Associate (Financial Services)

Hennion & Walsh, Inc.(1 month ago)

Parsippany, NJOnsiteFull TimeJunior$45,000 - $60,000Client Service

About this role

A Client Service Associate at Hennion & Walsh joins a client-focused team within a growing wealth management firm that specializes in securities and tax-free municipal bonds. The role supports the firm’s mission to deliver high-quality advice and support to clients while contributing to a collaborative culture with opportunities for internal growth. This position is part of the firm’s front-line service organization and participates in the full-service client experience.

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Required Skills

Client Relationships
Account Processing
Asset Transfers
Money Movement
Estate Paperwork
Phone Support
Document Preparation
Microsoft Office
Detail Orientation
Teamwork

+1 more

Qualifications

Bachelor's Degree Preferred

About Hennion & Walsh, Inc.

hennionandwalshcareers.com

Hennion & Walsh is a real estate services firm that specializes in multifamily investment sales, asset advisory, and capital markets solutions for owners, investors, and developers. The company combines market research, deal execution, and asset-management expertise to help clients buy, sell, and optimize apartment and residential investment properties. Hennion & Walsh emphasizes a collaborative culture built on integrity and shared values, and recruits professionals who deliver client-focused, data-driven results.