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1,211 client associate jobs at 481 companies in Edison, NJ

1mo
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Client Associate/Registered Client Associate
Princeton, New Jersey, United States
$44k-$77k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or job-related experience; strong communication, organizational and client-service skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months; adaptability to changing technology.
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4w
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Client Associate
New York, New York, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
1+ YOE1-3 years client service experience in finance preferred; bachelor’s degree preferred (finance, business); excellent communication, attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
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1mo
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Client Associate
New York, New York, United States
$70k-$76k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management 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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Client Associate
Mount Laurel, New Jersey, United States
$38k-$73k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma or equivalent plus 1 year relevant experience; proficiency in Microsoft Office and basic math; strong written/verbal communication and organizational skills; client-relationship experience preferred.
Microsoft Office, Document Management System (DMS)
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1mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
Neuberger Berman
Neuberger Berman: Provides global investment management and wealth advisory services.
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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Client Associate
New York City, New York, United States
$80k-$100k/yr OnsiteFull Time
Neuberger Berman
Neuberger Berman: Global investment management and wealth advisory firm.
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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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
Neuberger Berman
Neuberger Berman: Provides investment management services for institutional and individual investors globally.
2+ YOEBachelor's degree, 2+ years' experience; SIE, Series 7 & 66 required or obtainable; client-facing onboarding/account maintenance, KYC, transfers, reporting; backup equity trading using Charles River and Aladdin; Microsoft Office proficiency.
Charles River, Aladdin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1w
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Registered Client Associate
New York City, New York, United States
$75k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
3+ YOESeries 7 and 66 licenses, 3+ years client service experience in finance preferred, bachelor degree preferred (finance), strong communication and attention to detail, Microsoft Office proficiency.
Microsoft Office
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2w
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Client Service Associate
Manasquan, New Jersey, United States
$65k-$95k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
Provide exceptional client service, manage client implementation, maintain client records, coordinate administrative tasks; high school diploma required, bachelor’s preferred, financial services or internship experience preferred.
Microsoft Office, Salesforce, Redtail, eMoney
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1mo
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Client Success Associate
Newark, New Jersey, United States
$59k-$65k/yr OnsiteFull Time
WebMD
WebMD: Providing digital health information services for consumers and healthcare professionals.
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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2w
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Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, strong client-focus, detail orientation, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce, high school diploma required; FINRA licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3w
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Client Onboarding Associate
New York or St. Petersburg
$70k-$85k/yr HybridFull Time
Franklin Templeton
Franklin TempletonNYSE: BEN: Provides global investment management services to retail and institutional clients.
3+ YOEBachelor's degree or equivalent required; client onboarding or financial services experience preferred; strong client service, communication, analytical skills; knowledge of KYC/AML and onboarding processes; proficiency with Microsoft Office and SharePoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
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2mo
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Senior Client Associate
New York City, New York, United States
$65k-$75k/yr RemoteFull Time
Savvy Wealth
Savvy Wealth: Digital wealth management platform for financial advisors.
2+ YOE2+ years in a similar role with an RIA or broker-dealer, client-facing experience, strong communication, highly organized, tech-savvy.
Google Workspace, Microsoft Office, Salesforce
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2mo
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Corporate Client Associate
Manhattan, New York, United States
$65k-$85k/yr RemoteFull Time
The Dream Opportunity
The Dream Opportunity: Provides career development and mentorship to under-resourced students.
4+ YOE4–6 years in client-facing, project coordination, partnerships, or communications; strong written communication; highly organized; Monday.com proficiency; mission alignment.
Monday.com, Google Workspace, Canva, Slack
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3w
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Wealth Senior Client Associate
New York City, New York, United States
$76k-$127k/yr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
2+ YOEBachelor's degree (or equivalent experience) and minimum 2 years financial service client service experience; strong customer service, interpersonal, communication, and organizational skills; proficiency with personal computers and office software.
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1d
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Private Wealth, Client Associate
New York or Johnston or Stamford or Pittsburgh
$35-$44/hr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
Supports wealth managers with client onboarding, relationship management, and communications. May require Series 7 and 66 or 63/65; undergraduate degree preferred; prior brokerage or RIA experience and investment product knowledge preferred.
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1mo
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Client Operations Associate
New York City or London or Switzerland or United Arab Emirates or United States or Asia
$65k-$75k/yr HybridFull Time
Copper
Copper: Provides institutional infrastructure for securing and trading digital assets.
Proven technical account management experience (ideally in crypto/financial services), understanding of blockchain and digital assets, strong communication, problem-solving, and client-facing skills.
Microsoft Teams, ClearLoop, Multi-Party Computation (MPC)
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1mo
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Client Relations Associate
New York or Glen Cove
$75k-$80k/yr OnsiteFull Time
Allied Maker
Allied Maker: Design and manufacturing studio specializing in luxury lighting.
2+ YOE2–4 years in a client-facing role; exceptional communication; detail-oriented; interest in craft and design; ability to manage inquiries and timelines; proficient with Wrike and NetSuite.
Wrike, NetSuite
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3w
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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: Provides retail, commercial, and institutional banking and trust services.
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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1mo
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Client Delivery Associate
New York City or London
$73k/yr HybridFull Time
NewtonX
NewtonX: AI-powered B2B market research and expert network platform.
0+ YOE0–2 years professional experience, bachelor’s degree required, strong communication, problem solving, client service orientation, ability to manage multiple projects and learn quickly.
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