Sax Advisory Group, LLC is a forward-thinking multi-disciplinary accounting, tax, and advisory firm. They are seeking a full-time Client Relationship Associate to support the operations of Sax Wealth Advisors by providing exceptional client service and operational support, ensuring a seamless client experience from onboarding through ongoing advisory support.
Responsibilities
- 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
- 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
- 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
Skills
- 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)
- 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
- 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
- Knowledge of personal and small business taxes is a plus
Benefits
- 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
Company Overview
SAX is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. It was founded in 1956, and is headquartered in Parsippany, New Jersey, USA, with a workforce of 201-500 employees. Its website is http://saxllp.com.