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341 client associate jobs at 159 companies in New Jersey

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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1mo
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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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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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2mo
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Corporate Client Associate
Jersey City, New Jersey, 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; excellent written communication; highly organized; Monday.com proficiency; mission-driven.
Monday.com, Google Workspace, Canva, Slack
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8h
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Associate Client Manager
Nutley, New Jersey, United States
$70k-$83k/yr HybridFull Time
NielsenIQ
NielsenIQNYSE: NIQ: Provides consumer intelligence and retail measurement data services.
2+ YOE2+ years CPG or related experience, strong analytical skills, expert Excel and PowerPoint, experience with NielsenIQ or similar analytics preferred, client-facing and coaching experience.
Microsoft Excel, Microsoft PowerPoint, NielsenIQ
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3w
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Financial Client Associate
Northfield, New Jersey, United States
$25-$32/hr OnsiteFull Time
Benjamin F. Edwards
Benjamin F. Edwards: Providing personalized wealth management and investment advisory services.
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
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6d
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Client Relations Associate
Bridgewater, New Jersey, United States
$85k-$95k/yr HybridFull Time
Harding Loevner
Harding Loevner: Manages global equity portfolios for institutional and individual clients.
2+ YOEBachelor's degree,2–5 years client-facing experience in asset management/financial services,interest in investment markets,strong communication and organizational skills,CRM experience,and willingness to travel <10%.
CRM
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Client Service Associate
Red Bank, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Detail-oriented, advanced Microsoft Office skills, client service experience; willing to obtain Series 7 and Series 66 or Series 63 and 65 registrations.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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1mo
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Client Trainer Associate
Jersey City or Tampa
$60k-$115k/yr HybridFull Time
DTCC
DTCC: Provides post-trade infrastructure for the global financial services industry
4+ YOEMinimum 4 years related experience; bachelor's degree preferred. Deep knowledge of trade lifecycle and DTCC products, strong presentation and communication skills, ability to design and deliver client training and analyze KPIs.
Microsoft PowerPoint
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1mo
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Client Service Associate
Red Bank, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required; college degree preferred. Detail-oriented, strong Microsoft Office skills, client service experience preferred. Willingness to obtain Series 7/63/65/66 licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2mo
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Senior Client Service Associate
Little Silver, New Jersey, United States
$60k-$70k/yr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
2+ YOE2+ years in financial services, bachelor’s degree or equivalent, client-facing skills, proficient with Microsoft Office; Salesforce experience preferred, knowledge of investments and accounts.
Microsoft Office, Salesforce
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6d
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Senior Private Client Associate
Edison, New Jersey, United States
$100k-$110k/yr HybridFull Time
Perigon Wealth Management
Perigon Wealth Management: Independent registered investment advisor providing comprehensive wealth management services.
7+ YOE7+ years client service experience in wealth management or related industry; strong communication, custody platform knowledge, portfolio/CRM/DocuSign proficiency, technology acumen, attention to detail.
Schwab, Fidelity, Pershing, SEI, Portfolio Management Software, CRM, DocuSign, Cloud Storage, Orion, Emoney, Salesforce
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2w
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Client Service Associate (Summit, NJ)
Summit, New Jersey, United States
$50k-$60k/yr OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
1+ YOEProvide client service and administrative support in a private client division; willing to obtain FINRA registrations; 1+ year financial services experience preferred; strong MS Office and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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4d
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Private Client Associate
Melville or Bridgehampton or Jersey City or Summit
$33-$41/hr HybridFull Time
EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants: Provides insurance brokerage and risk management consulting services.
College graduate or equivalent; P&C insurance license required or may be obtained after hire; strong oral/written communication, problem-solving, organizational skills; independent user of technology.
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1w
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Registered Client Service Associate
Florham Park, New Jersey, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
5+ YOESeries 7 and 66 licenses, ideally 5+ years client service experience in finance, bachelor’s degree preferred, strong communication and analytical skills, proficient with Microsoft.
Microsoft
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3d
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Registered Client Service Associate
Succasunna, New Jersey, United States
$54k-$81k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required; administrative, communication, and client service skills; knowledge of brokerage operations and regulations.
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2mo
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Client Service Associate - Bridgewater, NJ
Bridgewater, New Jersey, United States
$26-$43/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOE1+ years in financial industry (wealth management preferred) and 1+ years in client service; licenses (SIE, Series 7/66) preferred; strong communication, organization, and interpersonal skills; proficient with Microsoft Office.
Microsoft Office (Outlook, Word, Excel), CRM systems
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2mo
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Latin America Private Bank - Senior Client Service Associate
Houston or Jersey City
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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
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