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1,379 client associate jobs at 490 companies in Elizabeth, NJ

2w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
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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1w
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Client Associate
New York City, New York, United States
OnsiteFull Time
Neuberger Berman
Neuberger Berman: Provides investment management services for institutional and individual investors globally.
2+ YOERequires SIE, Series 7, and Series 66; financial services client support experience preferred; proficiency in Microsoft Office and ability to manage confidential information, multiple tasks, and client relationships.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
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1d
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Client Associate
New York City, New York, United States
$70k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
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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1w
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Client Associate
New York City, New York, United States
OnsiteFull Time
Neuberger Berman
Neuberger Berman: Provides global investment management and wealth advisory services.
2+ YOERequires SIE, Series 7, and Series 66; 2–4 years of preferred financial services client support experience; Microsoft Office proficiency; strong organization, communication, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
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1w
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Client Associate
New York City, New York, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global financial services firm providing wealth and asset management.
1+ YOE1-3 years client service experience in finance preferred; bachelor’s degree preferred in finance or business; excellent communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office Suite
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6d
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Client Associate
New York City, New York, United States
OnsiteFull Time
Neuberger Berman
Neuberger Berman: Global investment management and wealth advisory firm.
Requires SIE, Series 7, and Series 66; financial services client support preferred, Microsoft Office proficiency, strong communication and organization skills, and work authorization without sponsorship.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
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2mo
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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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3w
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Wealth Management Client Associate
Melville, New York, 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, manage client requests, promote banking products, and follow policies to protect clients and manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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1mo
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Wealth Management Client Associate
Lynbrook, New York, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, deliver timely and accurate client materials, learn technology platforms, and act with a client-centric mindset; HS diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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4w
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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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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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1mo
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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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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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1mo
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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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2w
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
Support advisor teams with account onboarding, custodial account maintenance, asset movements, and client communications; bachelor’s degree preferred and proficiency with Microsoft Office and CRM.
Microsoft Office Suite, CRM
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2mo
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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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3d
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Preqin Client Experience, Associate
San Francisco or New York City
$100k-$132k/yr HybridFull Time
BlackRock
BlackRockNYSE: BLK: Provides investment management and financial technology services globally.
3+ YOERequires 3+ years in client success, client experience, or client-facing finance, SaaS, or technology roles, with relationship-building, initiative, collaboration, and solutions-oriented skills.
Preqin, eFront, Aladdin
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1mo
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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 Relations Associate
New York, New York, United States
$80k-$110k/yr OnsiteFull Time
Man Group
Man GroupLondon Stock Exchange: EMG: Global alternative investment management and systematic trading services.
2+ YOEBachelor's degree and 2+ years in sales, investor relations, or investment operations; advanced Microsoft skills; familiarity with Salesforce and MMD; strong organization, communication and client-relationship skills.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Salesforce, MMD, CRM
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2mo
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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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