212 client associate jobs at 92 companies in Toms River, NJ
2w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
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
2w
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 & 66 required, BA/BS degree, 2+ years client service experience preferred, strong Microsoft Office skills (Excel, PowerPoint), Concur and eMoney experience a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
2mo
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Client Associate
Mount Laurel, New Jersey, United States
$38k-$73k/yr HybridFull Time
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)
1mo
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Client Service Associate
Manasquan, New Jersey, United States
$65k-$95k/yr OnsiteFull Time
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
3w
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Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors; strong client focus, attention to detail, adaptability to technology; high school diploma or GED required; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr OnsiteFull Time
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
1mo
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Financial Client Associate
Northfield, New Jersey, United States
$25-$32/hr OnsiteFull Time
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
3w
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Client Relations Associate
Bridgewater, New Jersey, United States
$85k-$95k/yr HybridFull Time
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
1mo
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Client Service Associate
Red Bank, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
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
1mo
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Client Service Associate
Red Bank, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
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
1mo
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Senior Client Service Associate
Iselin, New Jersey, United States
$70k-$80k/yr HybridFull Time
Provide client-facing service and account operations supporting financial advisors; proficiency with Microsoft Office, CRM (Salesforce) and custodial platforms; strong attention to detail and multitasking; 5+ years of financial services experience preferred.
Microsoft Office Suite, Salesforce, Schwab, Fidelity, Raymond James
4w
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
3+ YOEProvide operational and administrative support to Financial Advisors, onboard clients, process transactions, prepare meeting materials; requires bachelor's in business/finance or equivalent, 3+ years financial services administration, and required securities registrations.
Microsoft Office, Client Relationship Management (CRM)
1w
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Associate Client Manager (Consumer Insights)
Edison, New Jersey, United States
$70k-$84k/yr HybridFull Time
3+ YOE3+ years in CPG/retail/analytics or consulting, strong data analysis and client relationship skills, college degree preferred, familiarity with NielsenIQ/syndicated data, ability to work at client sites (hybrid).
NielsenIQ
1mo
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
4w
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
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)
2mo
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Client Service Coordinator
Mount Laurel, New Jersey, United States
$17-$22/hr OnsiteFull Time
Provide professional client service, manage client/pet flow, promote wellness plans and hospital services, perform administrative and financial tasks, enter patient data, and communicate effectively with clients and associates.
1mo
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Associate Director of Client Success – Launch Accelerator
East Norriton or Waltham or New York City or Princeton
$125k/yr OnsiteFull Time
5+ YOE5+ years pharma/biotech launch or PMO experience, 3+ years client-facing SaaS adoption experience, strong project management and communication skills, SaaS/digital transformation experience, ability to drive client value and growth.
Launch Accelerator, GenAI, SaaS
1mo
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Client Services Team Lead
Bridgewater, New Jersey, United States
$100k-$120k/yr OnsiteFull Time
Provides people leadership for Client Services Managers, translates strategy into operational initiatives, monitors team capacity, drives process improvement; requires Associate's or BA/BS degree and strong Microsoft Office proficiency.
Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2mo
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Pet Aftercare Client Services Representative
Morrisville, Pennsylvania, United States
$18/hr OnsiteFull Time
Provide empathetic client support for grieving pet families, schedule appointments, manage records and billing, proficient in Microsoft Office and database entry, able to lift up to 50 lbs; HS or associate preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel
2w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Monmouth Junction, NJ
Monmouth Junction, New Jersey, United States
$29-$40/hr OnsiteFull Time
Valid Series 7 required or obtainable within 120 days; SIE required if registered after 10/1/2018; Series 66 (or 63/65) and Life and Health insurance license to be obtained within 120 days; client service and operational experience required.
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