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258 client accounting services associate jobs at 89 companies in Piscataway, NJ

1mo
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
Berkowitz Pollack Brant
Berkowitz Pollack Brant: Private accounting firm providing tax, audit, assurance, valuation, and advisory services to businesses, individuals, and entrepreneurs.
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
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3mo
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Associate, Client Accounting [Future Opportunities]
Los Angeles or New York
$70k-$75k/yr OnsiteFull Time
United Talent Agency
United Talent Agency: Global talent, entertainment, and sports agency representing artists, athletes, creators, and brands while advising corporations.
3+ YOEBachelor's degree, 3+ years accounting, entertainment experience preferred, strong Excel, detail-oriented, client service skills.
Microsoft Excel, Microsoft Outlook, NetSuite
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3mo
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Senior Associate, Client Services
New York, New York, United States
$75k-$85k/yr HybridFull Time
Noble People
Noble People: Independent creative media agency serving brands with communications strategy, media planning and buying, and measurement.
2+ YOEBachelor’s degree required; 2+ years account coordination or client services experience in agency environments preferred; strong organization, communication, financial familiarity, and PM/spreadsheet skills; detail-oriented.
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2mo
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Senior Client Services Associate- Treasury Partners
New York, New York, United States
$100k-$115k/yr OnsiteFull Time
Treasury Partners
Treasury Partners: Private registered investment adviser supporting independent wealth advisors and serving individuals, families, foundations, and corporations.
3+ YOEBA/BS degree, 3+ years client service experience, Series 7 and 66 required, knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, and Envestnet; strong communication and analytical skills.
Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet
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1mo
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Senior Associate, US Client Services
New York City, New York, United States
$100k-$130k/yr OnsiteFull Time
Ares Management Corporation
Ares Management CorporationNYSE: ARES: Global alternative investment manager across credit, private equity, and real estate.
7+ YOE7+ years investor servicing experience in alternative investments; strong communication, organizational skills; proficiency with service provider systems and Microsoft programs; ability to manage transfer agency workflows and train others.
Microsoft SharePoint
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1mo
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
Fulton Financial Advisors
Fulton Financial AdvisorsNASDAQ: FULT: Regional financial services holding based in Pennsylvania.
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)
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2w
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Client Associate
New York City, New York, United States
$70k-$90k/yr OnsiteFull Time
Rockefeller Global Family Office
Rockefeller Global Family Office: Private wealth-management division serving high- and ultra-high-net-worth individuals, families, and family offices.
1+ YOERequires a BA/BS, strong client service and organizational skills, Microsoft Office proficiency, and preferably 1–3 years of financial industry client service experience. Series 7 and 66 are preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, Client Relationship Management (CRM) System
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1mo
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
Rockefeller Global Family Office
Rockefeller Global Family Office: Private wealth-management division serving high- and ultra-high-net-worth individuals, families, and family offices.
2+ YOESeries 7 and 66 required, 2+ years client service experience in financial industry preferred, BA/BS degree, strong client-facing, organizational, and Microsoft Office skills.
Microsoft Excel, PowerPoint, Concur, eMoney
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6d
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Client Associate
Mount Laurel Township, New Jersey, United States
$40k-$60k/yr OnsiteFull Time
RBC Wealth Management
RBC Wealth Management: A Royal Bank of Canada wealth-management business serving high-net-worth individuals, families, and institutions worldwide.
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
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2mo
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Client Associate
New York, New York, United States
$70k-$76k/yr OnsiteFull Time
UBS Financial Services Inc.
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
1+ YOEIdeally 1+ years client service experience in finance, series 7 and 66 for registered CAs, Bachelor's preferred (Finance), strong communication, attention to detail, and proficiency in Microsoft Office Suite.
BrassRing, Microsoft Office Suite
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
New York, New York, United States
$100k-$130k/yr OnsiteFull Time
Cresset
Cresset: Independent, client- and employee-owned multi-family office and private investment firm serving entrepreneurs, founders, executives, and multigenerational families.
5+ YOE5+ years financial services experience with ultra-high net worth clients, bachelor’s degree or equivalent, proficiency with Salesforce and Microsoft Office, knowledge of Fidelity/Schwab custodial platforms preferred.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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2mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
Neuberger Berman
Neuberger Berman: Employee-owned private investment manager serving institutions, advisors, and individuals across public and private markets.
2+ YOEBachelor's degree, 2+ years experience, SIE/Series 7 & 66 (or ability to obtain), authorized to work without sponsorship, proficient in Microsoft Word/Excel/PowerPoint, client service and trading backup experience.
Charles River, Alladin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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2mo
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Client Associate
New York City, New York, United States
$80k-$100k/yr OnsiteFull Time
Neuberger Berman
Neuberger Berman: Employee-owned private investment manager serving institutions, advisors, and individuals across public and private markets.
2+ YOEBachelor's degree, 2+ years experience, SIE/Series 7/66 required or obtainable, proficient in Microsoft Word/Excel/PowerPoint, client service skills, trade execution experience with Charles River/Alladin preferred.
Charles River, Alladin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1w
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Associate, Client Success, Sotheby’s Financial Services
New York City, New York, United States
$75k-$105k/yr OnsiteFull Time
Sotheby's Financial Services
Sotheby's Financial Services: Private fine-art auction house serving collectors through auctions, private sales, retail, art finance, and advisory services.
5+ YOEBachelor's degree and 5+ years of professional experience, preferably in financial services or an auction house. Requires analytical, financial, communication, client service, and portfolio management skills.
Salesforce, Customer Relationship Management (CRM)
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2mo
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ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES
New York, New York, United States
$100k-$130k/yr OnsiteFull Time
Cresset
Cresset: Independent, client- and employee-owned multi-family office and private investment firm serving entrepreneurs, founders, executives, and multigenerational families.
5+ YOE5+ years working with ultra-high net worth clients, bachelor’s degree or equivalent experience, knowledge of multi-custodial platforms, strong communication, attention to detail, and discretion.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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5d
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Client Associate
New York City, New York, United States
OnsiteFull Time
Polymarket
Polymarket: Private blockchain-based prediction market platform where users trade on outcomes of real-world events.
1+ YOEAt least 1 year of client-facing or account management experience, strong written communication, autonomy, organization, and ability to learn and explain technical products clearly.
MacBook Pro
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2w
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Client Associate - Neuberger Wealth
New York City, New York, United States
$75k-$85k/yr OnsiteFull Time
Neuberger Berman
Neuberger Berman: Employee-owned private investment manager serving institutions, advisors, and individuals across public and private markets.
2+ YOERequires 2+ years of client service or related financial services experience, an undergraduate degree, strong communication and organizational skills, Microsoft Office proficiency, and CRM experience preferred.
Microsoft Office, Salesforce
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2mo
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Wealth Senior Client Associate
New York, New York, United States
$76k-$127k/yr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: A diversified financial services providing banking and wealth management.
2+ YOEBachelor's degree or equivalent experience, minimum 2 years financial services client service experience, strong customer service, communication, organizational skills, PC and office software proficiency, knowledge of KYC/AML/BSA processes.
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1w
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
Angeles Wealth Management
Angeles Wealth Management: Employee-owned outsourced investment office building customized multi-asset portfolios for institutional and private-wealth investors.
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
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2mo
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Client Success Associate
Newark, New Jersey, United States
$59k-$65k/yr OnsiteFull Time
WebMD
WebMD: Private digital health publisher serving consumers, clinicians, employers, and health plans with medical information.
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
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