Client Service Associate

Client Service Associate

About Carbon Wealth Advisors

Carbon Wealth Advisors is a referral only multifamily office, led by its partners, serving a select group of high-net-worth families. We deliver integrated planning, long-term investing, and insurance strategies with the same discipline we apply to our own families. Backed by Mariner Wealth Advisors, we pair a highly personal boutique experience with institutional infrastructure.

The Role

We're hiring a Client Service Associate to support onboarding, ongoing service, and daily operations. You'll work directly with the founding partners and our clients on everything from account openings and transfers to reporting and meeting prep. It's a great fit for someone organized and proactive who can balance structured workflows with real-time client needs. Our team works from the office, and remote work will be considered for the right candidate.

What You'll Do

• Onboard new client relationships across individual, trust, retirement, and business accounts
• Coordinate account openings, paperwork, and asset transfers (ACAT and non-ACAT)
• Serve as a point of contact for client requests and see them through accurately and on time
• Monitor money movement, liquidity needs, capital calls, and private investments
• Keep client records and workflows current in Wealthbox, RightCapital, Practifi, and DocuSign
• Prepare meeting materials, quarterly reports, and follow ups

What You Bring

• 3 to 5 years in client service or operations at an RIA, private wealth, or financial services firm
• Familiarity with investment accounts, custodial platforms, and wealth management workflows
• Confidence working with high net worth and ultra-high net worth clients
• Strong organization, attention to detail, and clear, professional communication
• Ownership and initiative without constant direction
• Bachelor's degree preferred (Finance, Business, Economics, or related)

Compensation & Benefits

• Base salary: $80,000
• Performance based bonus
• Medical insurance, paid time off, and holidays
• Full time, Monday through Friday. In office preferred, with remote work considered.

Why Carbon

• Work side by side with the founding partners of a growing firm
• Gain exposure across investments, planning, insurance, and private deals
• Help shape the systems, processes, and culture of a boutique firm

Pay: $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in Rochelle Park, NJ 07662