Find & Apply For Customer Service Representative Jobs in Rumson, New Jersey

About CIO Group CIO Group is a premier multi-family office and outsourced chief investment officer (OCIO) firm. We deliver institutional-grade portfolio management, customized risk analytics, and comprehensive balance-sheet integration to ultra-high-net-worth (UHNW) families. We operate with a standard of elite execution and high-agency service, protecting our clients' wealth through cutting-edge reporting, rigorous risk diligence, and seamless day-to-day operations. Role Overview We are seeking a highly detailed, proactive, and resilient Client Service Associate to serve as the operational anchor of our Rumson, NJ office. Working directly with our Co-Founder and Managing Director, you will manage the administrative and operational workflows that allow the firm to scale without sacrificing service quality. This role requires an obsessive focus on detail, an elite level of personal organization, and a strong sense of ownership. To start, this is a part-time position (15-25 hours per week) with a clear, performance-driven trajectory toward a full-time operational leadership role within the firm as our client base continues to expand. Key Responsibilities

▪ Client Onboarding & Account Setup Draft, coordinate, and review Investment Management Agreements (IMAs), Investment Policy Statements (IPS), Fee Agreements, and custodian account packages. Manage electronic signature queues (via DocuSign/SignNow) and ensure all executed agreements are compiled, recorded, and filed flawlessly in our secure database systems.

▪ Custodian Operations & NIGO Resolution Serve as the primary liaison with our custodial partners (e.g., Charles Schwab, Fidelity, Scotiabank). Proactively monitor pending account applications and asset transfer queues. Rapidly resolve "Not In Good Order" (NIGO) issues and document deficiencies, maintaining clear communication with the client and advisors until accounts are active.

▪ Elite Cashiering & Money Movement Initiate, process, and track high-touch, time-sensitive client transactions, including international and domestic wire transfers, ACH authorization setups, internal security journals, and physical check deposits, adhering to strict security and compliance standards.

▪ Client Telephone & Office Coverage Provide professional, polished telephone coverage for the Rumson office. Serve as an elite first point of contact for client inquiries, answering operational questions (e.g., balance requests, statement copies, money movement status) and escalating complex portfolio matters appropriately.

▪ Bill Payment & Family Office Treasury Coordinate and execute internal firm-level accounts payable and assist in managing specialized bill payment and custom cash management/treasury workflows for key client family offices.

▪ Administrative Operations & CRM Integrity Maintain pristine data hygiene within our CRM and custodian portals. Prepare client reporting summaries and binder materials ahead of review meetings, and oversee local Rumson office vendor logistics. Qualifications & Skills

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Industry Experience:

1-3 years of professional administrative or operational experience, ideally within a Registered Investment Advisor (RIA), multi-family office, private bank, or boutique wealth management firm.

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Precision & Detail Orientation:

An obsessive attention to detail and zero tolerance for sloppy execution. You double-check every spelling, account number, and checkbox before sending files to clients or custodians.

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Custodian Familiarity:

Direct experience using Schwab Advisor Center, Fidelity Wealthscape, or other major custodian portal technologies is a significant advantage.

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Communication Eloquence:

Pristine written and verbal communication skills, with a polished, confident phone presence suited for high-net-worth client families.

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Absolute Discretion:

Unwavering commitment to maintaining confidentiality of private personal and financial details. Progression Path & Career Trajectory CIO Group is committed to internal talent development. While this role starts as part-time to establish an operational foundation, as the Rumson book of business expands and your familiarity with our client accounts grows, there is a direct path to transition into a full-time Client Service Associate or Operations Manager. We look to build deep, multi-year partnerships with our team members.

Pay:

$65,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Vision insurance Work from home

Work Location:

In person