G&R Financial Solutions · 22 hours ago
Client Service Associate
Fairfield, NJ
Full-time
Hybrid
Mid, Senior Level
$55K/yr - $70K/yr
5+ years expG&R Financial Solutions is a growing advisory firm focused on helping clients achieve financial prosperity. They are seeking a Relationship Manager to serve as a primary client contact, manage onboarding, and support financial planning and operational workflows.
Financial Services
Responsibilities
Serve as a primary client contact and build long-term relationships
Lead onboarding for new clients and manage account maintenance
Support financial planning preparation, implementation, and follow-up
Maintain accurate records and support compliance and operational workflows
Assist with CRM management, marketing initiatives, and practice operations
Qualification
Required
5+ years of experience in client service, operations, or support, preferably in an RIA or wealth management environment
Strong attention to detail, professionalism, and excellent communication
Ability to manage multiple priorities and stay organized
Ambition to grow into planning and advisory roles
Preferred
Familiarity with Charles Schwab, Advyzon, RightCapital, and Wealthbox CRM is a plus
Benefits
401(k)
Health insurance
Dental insurance
Bonuses
Company
G&R Financial Solutions
At G&R Financial Solutions, we are an advisory and solutions-oriented firm committed to assisting affluent individuals, entrepreneurs, and their employees.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase