Noviello Financial Group
Bridgewater, NJ
Position Summary
Noviello Financial Group, an established and growing wealth management firm in Bridgewater, NJ, is seeking a Client Service Specialist to support client relationships, investment operations, and account setup and servicing activities. This role partners closely with advisors to deliver an exceptional client experience while ensuring accurate processing, regulatory compliance, and operational efficiency.
Success in this role requires strong organizational skills, attention to detail, proactivity, accountability, and the ability to manage multiple priorities and complex processes in a fast-paced environment. In addition to supporting day-to-day client needs, this individual will contribute to process improvements and help support the firms continued growth.
Key Responsibilities
Primary point of contact for client service requests, cash management needs, and account-related inquiries.
Support investment account opening, maintenance, transfers,...