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1,252 client associate jobs at 454 companies in Lakewood, 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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5d
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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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1w
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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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2mo
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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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2mo
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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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1mo
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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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1mo
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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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3mo
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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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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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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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1w
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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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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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