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245 client facing associate jobs at 137 companies in Union, NJ

4w
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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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21h
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Client Associate
New York City, New York, United States
OnsiteFull Time
Polymarket
Polymarket: A decentralized platform for trading on real-world event outcomes.
1+ YOEAt least 1 year of client-facing or account management experience, strong written communication, autonomy, organization, and ability to learn and explain technical products clearly.
MacBook Pro
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2mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
Neuberger Berman
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
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2mo
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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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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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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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2w
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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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7h
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Client Services Associate
Manchester or Boston or New York City or Chicago or Menlo Park or London or Tokyo
OnsiteFull Time
Alumni Ventures
Alumni Ventures: Provides individual investors access to diversified venture capital funds.
1+ YOERequires 1+ year in customer success, client services, relationship management, hospitality, recruiting, operations, financial services, consulting, or another customer-facing environment, plus strong communication and organization.
HubSpot, Salesforce
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1mo
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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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3w
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Associate Client Advocate
Boston or New York City or Short Hills or Philadelphia
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
5+ YOERequires 5+ years of commercial Property and Casualty insurance experience, client-facing skills, P&C broker license, negotiation, project management, presentations, Microsoft Office proficiency, and strong communication.
Microsoft Office
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3mo
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Client Solutions Associate
New York or Chicago
RemoteFull Time
Arcana Analytics
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.
Excel, Bloomberg, FactSet, Aladdin, SQL, Python, Analytical tools
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3w
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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
WTW
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.
Microsoft Office
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1w
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Associate, Client Support - Distribution
Los Angeles or New York City
$50k/yr HybridFull Time
FUGA
FUGAEuronext Amsterdam: UMG: A business-to-business music distribution and marketing technology platform.
Client-facing music distribution or music technology experience, strong English communication, analytical problem-solving, data analysis, organization, prioritization, and teamwork skills.
Zendesk
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2mo
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Associate, Enterprise Client Strategy
New York, New York, United States
$70k-$85k/yr OnsiteFull Time
ShopMy
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.
Google Suite, Microsoft Office, Zoom, Salesforce
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1w
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Client Experience Associate, Advisor Dedicated
Irving or Dallas or New York
HybridFull Time
Farther
Farther: Wealth management platform combining human advisors and proprietary technology
4+ YOERequires 4+ years of client-facing wealth management experience, full client lifecycle ownership, strong communication, sound judgment, custodial platform, trading/rebalancing tool, and CRM experience.
DocuSign, 55ip, Ramp, CRM
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2mo
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Senior Client Service Associate
Iselin, New Jersey, United States
$70k-$80k/yr HybridFull Time
Wealth Enhancement Group
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
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1mo
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
NatWest Group
NatWest GroupLondon Stock Exchange: NWG: Provides retail, commercial, and private banking services.
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
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2w
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Client Solutions Associate, New York
New York City, New York, United States
$78k-$97k/yr HybridFull Time
Office Hours
Office Hours: A marketplace connecting businesses with specialized industry experts.
0+ YOE0-2 years experience, strong client-facing communication, recruiting and matching experts, project ownership, strategic thinking, and cross-functional collaboration.
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1mo
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Client Associate - Executive Assistant
New York City, New York, United States
$70k-$76k/yr OnsiteFull Time
UBS
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.
BrassRing, LinkedIn
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1w
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Associate Director, Client Partner
United States or Austin or Boston or Chicago or Dallas or Denver or Houston or Los Angeles or Minneapolis or New York or Phoenix or Portland or Salt Lake City or San Diego
$108k-$130k/yr RemoteFull Time
DEPT
DEPT: Global digital agency providing integrated technology and marketing services.
7+ YOE3+ Mgmt7+ years in client-facing digital media planning and activation, including 3+ years leading agency client relationships; requires leadership, persuasive communication, and cross-channel paid media expertise.
Google Search, Bing Search, Meta Ads, YouTube, Google Display Network, TikTok, Snapchat, Pinterest, LinkedIn
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