Atlantic City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Atlantic City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Atlantic City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Atlantic City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
48 client services associate jobs at 24 companies in Atlantic City, NJ
1w
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Client Services Associate
Voorhees, New Jersey, United States
OnsiteFull Time
Bachelor's degree preferred, customer service or home health office experience preferred, strong organizational and communication skills, professional relationship-building ability, and Microsoft Office and data entry proficiency.
Microsoft Office
1mo
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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)
1mo
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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)
2d
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Client Associate
Mount Laurel Township, New Jersey, United States
$40k-$60k/yr OnsiteFull Time
Bachelor’s degree or related experience; strong communication, organizational, interpersonal, and client service skills; Series 7 and 66 or 63/65 licenses, or willingness to obtain them within 12 months.
ACH
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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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
1w
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Registered Client Service Associate
Northfield, New Jersey, United States
$32k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 63/65 or Series 66 licenses, financial services knowledge, advanced Microsoft Office skills, and strong client service and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
6d
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Wealth Management Client Associate
Egg Harbor Township, New Jersey, United States
$25-$44/hr OnsiteFull Time
High school diploma or GED required. Requires client service, communication, judgment, adaptability, and computer skills; investment industry knowledge and FINRA credentials are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
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Wealth Management Client Associate
Egg Harbor Township, New Jersey, United States
$25-$44/hr OnsiteFull Time
High school diploma/GED required. Client service experience, strong communication, computer skills, and ability to learn technology required; FINRA credentials and investment product knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
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Registered Client Service Associate
Marlton or Mount Laurel
$64k-$88k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent and 3–5 years of relevant experience. Requires Series 7, securities and IAR registrations, insurance licenses, client service experience, analytical skills, organization, and software proficiency.
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.
1w
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Registered Client Service Associate
Haddonfield, New Jersey, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, administrative and customer service skills, investment brokerage knowledge, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Registered Client Service Associate
Haddonfield, New Jersey, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and investment brokerage knowledge, strong communication and customer service skills, and Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Registered Client Service Associate
Northfield, New Jersey, United States
$32k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred. Active Series 7 and applicable Series 63, 65, or 66 required. Two or more years of financial industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Service Lead: Transactional Print and Mail
Burlington, New Jersey, United States
$21-$28/hr OnsiteFull Time
6+ YOEAssociates degree (or equivalent) plus 6+ years related experience; strong customer service and communication skills; able to obtain customer security clearances; valid driver's license and acceptable driving record may be required; able to lift up to 50 lbs; customer-facing and COVID-19 policy compliance possible.
3w
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Program Associate
Mount Laurel or Cherry Hill or Voorhees
$19-$20/hr OnsiteFull Time
Must be 18+, HS diploma/GED, valid driver's license, weekend availability, ability to work varied shifts and physically assist clients; associate/bachelor and experience with developmental disabilities preferred.
2w
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Tax Associate
Bridgeton or Marlton
$16-$20/hr OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, demonstrate client service, communication, problem-solving, and digital tool skills, and have a high school diploma or equivalent.
Copilot, ChatGPT
2w
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Tax Associate
Browns Mills, New Jersey, United States
$16-$20/hr OnsiteFull Time, Seasonal
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
1w
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Operations Associate - Part Time
Mount Laurel, New Jersey, United States
$20-$23/hr OnsitePart Time
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; strong organization, communication, teamwork, product learning, client service, and ability to lift up to 50 pounds.
1w
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Operations Associate - Part Time
Mount Laurel, New Jersey, United States
$20-$23/hr OnsitePart Time
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; strong organization, communication, teamwork, product-learning, and client-service skills; ability to lift up to 50 pounds.
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