Client Relationship Associate

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!

Sax 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 $5 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, LLC 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. 

We are currently seeking a full-time Client Relationship Associate to join our growing firm, headquartered in our Parsippany, NJ office. This position follows a hybrid schedule, requiring two days per week in the Parsippany office, with the ability to commute to our New York City office as needed, typically once per week.

Summary:

The Client Relationship Associate (CRA) 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 hybrid position combines client-facing responsibilities with operational and planning support. The ideal candidate thrives in both service-oriented and analytical environments and plays a key role in ensuring a seamless, high-touch client experience from onboarding through ongoing advisory support.

Essential Duties and Responsibilities:

Client Engagement & Advisory Support

• Participate in client meetings and help deliver personalized, holistic financial plans


• Prepare meeting materials and follow up on planning action items


• Assist with investment recommendations, including rebalancing and tax-loss harvesting


• Communicate with clients regarding service needs, plan updates, and market-related inquiries


• Maintain accurate client records and diligent CRM updates

Client Service & Operations

• Support client onboarding: open accounts, process forms, track documentation


• Schedule and coordinate client meetings and follow-ups


• Process client transactions (deposits, withdrawals, transfers) with accuracy and compliance


• Handle RMD tracking, performance reporting, and quarterly review preparation


• Communicate with custodians (e.g., Schwab, Fidelity) to resolve client issues

Team Collaboration & Special Projects

• Collaborate across advisory, admin, and trading teams


• Develop an area of expertise (e.g., planning software, RMDs, process improvement)


• Support strategic firm initiatives and business development efforts


• Participate in regular team meetings and assist with ad-hoc projects

Qualifications:

 Education and/or Work Experience 

• Bachelor’s degree (preferably in finance, financial planning, or accounting)


• 1–3 years of experience in financial services or client services within wealth management


• Series 65 required (or willingness to obtain)


• CFP designation or exam ready (or willingness to obtain)


• Knowledge of personal and small business taxes is a plus

Specialized Skills

• Familiarity with financial planning and investment concepts


• Proficient in Microsoft Office; experience with CRMs and portfolio management tools a plus


• Knowledge of major custodians (Schwab, Fidelity) and account processes


• Strong communication and interpersonal skills


• Attention to detail, excellent time management, and ability to prioritize competing tasks


• Open to feedback and committed to professional growth

Other Qualifications:

• Attention to accuracy and detail.


• Strong interpersonal skills and the ability to work well with others and communicate with various personality types and levels of expertise.


• Ability to multi-task and quickly switch priorities when necessary to manage deadlines.


• Must be organized and efficient in a demanding work environment.


• High personal standards and sound judgement


• Ability to think critically and to process complex financial scenarios.


• Open and receptive to feedback and coaching

Comprehensive Benefits Package includes:

• Top Tier Health, Dental, & Vision Plans


• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)


• Medical and Dependent Care


• Life and Voluntary Life Insurance


• Short and Long -Term Disability Insurance


• 401k plan with matching contribution


• Defined Contribution Plan (profit sharing)


• Customized Work Arrangements


• Floating Holidays and Volunteer PTO


• Unlimited PTO for Managers and Above


• Referral Bonus Program


• Tuition Reimbursement for Advanced Degree


• Healthy Living Reimbursement Program


• Health & Wellness App Subscription


• CPA & EA reimbursement for study materials and exam


• AICPA and CPA State Society membership reimbursement for Managers and above


• OnDemand access to industry leading CPE courses


• Summer Fridays at 1pm

To learn more about SAX Wealth Advisors, visit our website at http://www.saxwa.com.

Sax Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.