94 client accounting services associate jobs at 31 companies in New Jersey
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
3+ YOEProvide operational and administrative support to Financial Advisors, onboard clients, process transactions, prepare meeting materials; requires bachelor's in business/finance or equivalent, 3+ years financial services administration, and required securities registrations.
Microsoft Office, Client Relationship Management (CRM)
1mo
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's degree in business/finance (or equivalent), 3+ years admin experience in financial services, 2+ years investment operations, SIE and Series 7 and 63/66 required, proficiency with Microsoft Office and CRM, strong oral and written communication.
Microsoft Office Suite, Client Relationship Management (CRM)
2d
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Client Associate
Mount Laurel Township, New Jersey, United States
$40k-$60k/yr OnsiteFull Time
Bachelor’s degree or related experience; strong communication, organizational, interpersonal, and client service skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain them within 12 months.
ACH
1mo
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Financial Client Associate
Northfield, New Jersey, United States
$25-$32/hr OnsiteFull Time
1+ YOEBachelor's degree required, 1+ year client services experience preferred; proficiency with Microsoft Office; familiarity with Pershing/NetX360, Salesforce, Orion, MoneyGuidePro a plus; strong communication, organization, and discretion.
Microsoft Office Suite, Pershing/NetX360, Salesforce, Orion, Microsoft Bookings, MoneyGuidePro
2mo
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Client Success Associate
Newark, New Jersey, United States
$59k-$65k/yr OnsiteFull Time
1+ YOE1-2 years client/account or digital/agency/healthcare experience preferred; bachelor's degree preferred; strong communication, organizational skills, and client-facing experience; ability to travel to client sites.
Gemini, Claude, ChatGPT
6d
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Senior Associate - Private Equity Fund Accounting
Iselin, New Jersey, United States
$70k-$95k/yr HybridFull Time
3+ YOEBachelor’s degree in Accounting or Finance with 3+ years of private equity or related experience; strong accounting knowledge, client service, communication, and deadline management skills.
QuickBooks, Microsoft Outlook, Microsoft Excel, Microsoft Word, Investran, PowerU, MyCampus
3mo
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Registered Wealth Management Client Associate
Iselin, New Jersey, United States
$27-$42/hr OnsiteFull Time
Holds SIE and Series 7 and Series 66 (63/65 accepted); high school diploma/GED; client service experience; proficiency with Microsoft Word, Excel, PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Registered Client Service Associate (Florham Park)
Florham Park, New Jersey, United States
$60k-$65k/yr OnsiteFull Time
5+ YOERequires FINRA Series 7 and 63/65 or 66, 5+ years as a sales assistant or client service associate, financial product knowledge, MS Office proficiency, confidentiality, multitasking, and strong communication skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Docusign
3mo
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Registered Client Service Associate
Shrewsbury, New Jersey, United States
$31k-$90k/yr OnsiteFull Time
High school diploma (college preferred). Active FINRA Series 7 and Series 66 or Series 63 + Series 65 required. Strong Microsoft Office skills, client service experience; 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2mo
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Senior Client Service Associate
Iselin, New Jersey, United States
$70k-$80k/yr HybridFull Time
Provide client-facing service and account operations supporting financial advisors; proficiency with Microsoft Office, CRM (Salesforce) and custodial platforms; strong attention to detail and multitasking; 5+ years of financial services experience preferred.
Microsoft Office Suite, Salesforce, Schwab, Fidelity, Raymond James
5d
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Registered Client Service Associate
Marlton or Mount Laurel
$64k-$88k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent and 3–5 years of relevant experience. Requires Series 7, securities and IAR registrations, insurance licenses, client service experience, analytical skills, organization, and software proficiency.
3mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
3+ YOESenior Client Service Associate in Latin America Private Bank; FINRA Series 7 and 63; SIE; fluent Spanish; 3+ years in investment management; college degree preferred.
FINRA Series 7, FINRA Series 63, SIE, Microsoft Office Suite
1mo
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Registered Client Service Associate
Succasunna, New Jersey, United States
$54k-$81k/yr OnsiteFull Time
2+ YOE2 years investment industry experience, high school diploma or equivalent, Series 7 and 63 or 66 required, administrative and clerical skills, customer service and communication skills.
3w
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Client Service Associate (CSA)
Bedminster, New Jersey, United States
OnsiteFull Time
3+ YOE3+ years in financial services, detail-oriented with strong analytical, communication, CRM and Microsoft Office skills; bachelor’s degree preferred; Series 7/63/65/66 preferred.
Microsoft Office, Windows, Redtail, MS Dynamics
2mo
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Engagement Manager, Client Transition
Parsippany or Wayne
$86k-$240k/yr OnsiteFull Time
Bachelor's degree required; experience in client services or account management with proven people management; strong technical aptitude, training experience, project and stakeholder management; experience with data/analytics preferred.
1w
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Tax Senior Associate - Private Client Services (PCS)
New York or Iselin or Melville
HybridFull Time
4+ YOEBachelor's degree in accounting or equivalent, 4+ years of public accounting tax compliance experience, and experience preparing U.S. partnership, S-corporation, and individual tax returns.
GoSystems, CCH Axcess
1w
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Tax Senior Associate - Private Client Services (PCS)
New York or Iselin or Melville
$80k-$115k/yr HybridFull Time
4+ YOEBachelor's degree in accounting or equivalent, 4+ years of public accounting tax compliance experience, and US tax return preparation for partnerships, S corporations, and individuals. CPA or enrolled agent preferred.
GoSystems, CCH Axcess
2w
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Client Relationship Manager
Morristown, New Jersey, United States
OnsiteFull Time
5+ YOEFive years of similar financial services experience and an associate or bachelor's degree required. Client relationship management, account operations, analytical, communication, compliance, and trading skills needed.
Salentica, Black Diamond, Charles Schwab
2w
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Associate Director, Client Strategy and Execution
Morristown, New Jersey, United States
$61k-$94k/yr HybridFull Time
4+ YOEBachelor's degree preferred and 4+ years in client services, consulting, healthcare, strategy, operations, or account management. Requires strategic planning, client leadership, financial/resource planning, coaching, and Microsoft Office proficiency.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Outlook
4d
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Associate Client Solutions Manager (94513)
Kearny, New Jersey, United States
$32-$34/hr HybridFull Time
0+ YOERequires 0–2 years of related sales, account management, or project management experience, high school diploma or equivalent, customer service and organizational skills, and ability to manage multiple events.
Microsoft software applications
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