238 client facing associate jobs at 139 companies in Bridgewater, 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
1mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
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
1mo
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Client Success Associate
Newark, New Jersey, United States
$59k-$65k/yr OnsiteFull Time
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
2mo
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Senior Client Associate
New York City, New York, United States
$65k-$75k/yr RemoteFull Time
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
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
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)
2d
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Preqin Client Experience, Associate
San Francisco or New York City
$100k-$132k/yr HybridFull Time
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
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
2mo
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Client Solutions Associate
New York or Chicago
RemoteFull Time
1+ YOE1–4 years in client-facing analytics/support in finance/fintech; strong problem-solving, communication, and multi-tasking; comfort with financial concepts and data workflows; collaborative; interest in financial markets.
Excel, Bloomberg, FactSet, Aladdin, SQL, Python, Analytical tools
1w
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
2mo
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Associate, Enterprise Client Strategy
New York, New York, United States
$70k-$85k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years in account/project/client-facing roles, experience with enterprise or luxury brands, strong communication, Excel/Google Suite proficiency, comfortable engaging senior stakeholders.
Google Suite, Microsoft Office, Zoom, Salesforce
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
1w
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Client Solutions Associate, New York
New York City, New York, United States
$78k-$97k/yr HybridFull Time
0+ YOE0-2 years experience, strong client-facing communication, recruiting and matching experts, project ownership, strategic thinking, and cross-functional collaboration.
1mo
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Client Associate - Executive Assistant
New York City, New York, United States
$70k-$76k/yr OnsiteFull Time
Provide administrative and client-facing support: calendar and inbox management, travel coordination, expense processing, marketing updates, event coordination, and licensing administration.
BrassRing, LinkedIn
2mo
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Associate, Client Service, Portuguese Speaker, 2027
New York, New York, United States
$90k-$110k/yr HybridFull Time
Fluent English and Portuguese; US work authorization; internship experience; strong academics (GPA 3.3+); seeking to start career in client-facing consulting environment.
1w
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CCF Client Coverage, West Coast, Associate
New York, New York, United States
$120k-$140k/yr OnsiteFull Time
Bachelor\u0002s degree required; fundraising support or client-facing experience preferred; strong Microsoft Office and Salesforce skills; Series 7 and 63 or ability to attain within 6 months; US work authorization required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Services Associate, Executive Benefits Account Management
New York, New York, United States
$52k-$65k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years account management/customer service experience, life and health insurance license, strong Microsoft Office skills, attention to detail and client-facing communication.
Microsoft Office
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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Associate, Network & Client Services
New York City, New York, United States
$75k-$95k/yr HybridFull Time
1+ YOE1–3 years client-facing or outbound experience, Bachelor's degree, US work authorization, excellent verbal/written communication, metrics-driven, skilled at phone and email outreach and relationship building.
1mo
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Registered Client Service Associate, Bilingual Korean/English Preferred
New York, New York, United States
$61k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, Series 7/63 or 7/66 (or within 150 days), bachelor's degree or equivalent, bilingual Korean/English preferred, client-facing experience, knowledge of investments and banking.
1w
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Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President
New York, New York, United States
$100k-$140k/yr HybridFull Time
2+ YOE2+ years client-facing or relationship management experience in financial services or enterprise technology, foundational knowledge of structured investments, strong communication and organizational skills; Series 7 and 63 preferred or willingness to obtain.
CRM
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