Client Service Associate (CSA) — Marlton, NJ

• On-Site About Pine Valley Investments Pine Valley Investments is a South Jersey-based independent RIA managing $3.00B+ in assets for over 1,800 clients across the U.S. Founded in 2015, PVI is an SEC-registered fiduciary offering wealth management, investment advisory, trust & estate planning, and retirement plan services to affluent families, business owners, and corporate executives. Named one of USA Today's Best Financial Advisory Firms in 2025. The Role We're looking for a Client Service Associate to support our advisory team and serve as a key point of contact for client service needs. We are looking for someone who already has experience in financial services operations. Job Description Serve as a primary contact for client service requests, including account maintenance, transfers, distributions, money movement, beneficiary updates, and other account-related requests Utilize DocuSign to prepare, distribute, and track electronic account-opening and maintenance documents, ensuring all required information and signatures are obtained Coordinate with custodians (Schwab, Altruist) and portfolio management systems (Tamarac) on account-related items Process and coordinate money movement, including wires, ACH transfers, checks, recurring contributions, and client distributions Coordinate account transfers and ACATs between custodians, including gathering required documentation, monitoring transfer status, and resolving outstanding issues Support advisors in preparing for client meetings, including pulling reports and account data Track and follow up on outstanding client requests and paperwork to ensure timely completion Monitor account and service issues through completion, troubleshoot discrepancies, and coordinate with custodians and internal teams to resolve outstanding items Help maintain accurate client records and data across CRM and portfolio systems Assist with client onboarding and the new account opening process Assist with alternative investment subscriptions and ongoing administrative requirements Respond to client inquiries via phone and email in a professional, timely manner Requirements 2+ years of experience in a client service, operations, or support role at an RIA, broker-dealer, wealth management firm, or similar financial services environment Familiarity with custodial platforms (e.g., Schwab, Fidelity, Altruist) and/or portfolio management/CRM systems (e.g., Tamarac) strongly preferred Strong attention to detail and comfort working with sensitive client and account information Excellent written and verbal communication skills Ability to independently prioritize and manage multiple requests, deadlines, and follow-up items in a fast-paced environment Proactive team player who readily steps in to support colleagues, share knowledge, and keep team priorities moving forward A client-first, team-oriented mindset Benefits 401(k) retirement plan Comprehensive health, dental, and vision coverage Generous paid time off and paid holidays Support for continuing education and professional licensing

Details Location:

Marlton, NJ (10 E Stow Rd, Suite 200) — on-site, 5 days per week

Job Type:

Full-time Compensation:

$60,000 - $120,000 total compensation (base salary plus performance bonus), based on relevant licensing, industry experience, and track record How to Apply Please send your resume to jjuengerkes@pinevalleyinvestments.com. You may also call our office at 856-334-8260. Pine Valley Investments, LLC is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. 10 E Stow Rd, Suite 200, Marlton, NJ 08053

• 856-334-8260

• pinevalleyinvestments.com

Pay:

$60,000.00 - $120,000.00 per year

Benefits:

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

Work Location:

In person