251 client facing associate jobs at 144 companies in Hackensack, NJ
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Client Associate
New York, New York, United States
$80k-$100k/yrOnsiteFull Time
Neuberger Berman: Provides investment management services for institutional and individual investors globally.
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
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.
New York City or London or Switzerland or United Arab Emirates or United States or Asia
$65k-$75k/yrHybridFull Time
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)
Arcana Analytics: Platform for institutional portfolio risk and investment performance analytics.
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.
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%.
Valitana: SaaS platform for institutional investment analytics and management.
3+ YOE3–5 years structured finance or analytical experience, CLO/ABL exposure preferred; client-facing skills; Microsoft Excel proficiency; BA/BS preferred; strong communication and attention to detail.
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/yrHybridFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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.
ShopMy: Platform connecting creators and brands for curated social commerce.
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.
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
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
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2+ years relevant experience, client-facing with knowledge of investments, strong communication, organizational and analytical skills; Series 7/63 or 7/66 licensure or willingness to acquire; bachelor’s degree or equivalent experience preferred.
CitiNYSE: C: Global diversified financial services holding.
2+ YOE2+ years relevant experience, client-facing with operations/compliance interest, strong communication, time management, analytical skills; knowledge of investments, banking, and credit products; Series 7/63/66 licenses or willingness to acquire.
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
Provide administrative and client-facing support: calendar and inbox management, travel coordination, expense processing, marketing updates, event coordination, and licensing administration.
DEPT: Global digital agency providing integrated technology and marketing services.
5+ YOE5+ years agency client-facing experience, managing large accounts and teams; experience with campaign production, budgets, organic/paid social; strong client relationship, strategic, and problem-solving skills.
AlphaSights: Connects business leaders with subject-matter experts for professional consultations.
Fluent English and Portuguese; US work authorization; internship experience; strong academics (GPA 3.3+); seeking to start career in client-facing consulting environment.
Client Associate – Commercial Real Estate- Commercial Term Lending
New York or Jersey City or Uniondale
$66k-$90k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years commercial real estate or financial services experience; strong Microsoft Office proficiency, analytical and communication skills; experience with cash flow/valuation and client-facing sales activities.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CoStar
TPGNASDAQ: TPG: Global alternative asset manager across private equity and credit.
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
AonNYSE: AON: Global professional services firm providing risk and people solutions.
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.