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218 client services associate jobs at 99 companies in New Jersey

1mo
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Client Services Team Lead
Bridgewater, New Jersey, United States
$100k-$120k/yr OnsiteFull Time
Syneos Health
Syneos Health: Global biopharmaceutical services for clinical development and commercialization.
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
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1w
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
Fulton Bank
Fulton BankNASDAQ: FULT: Regional bank providing personal, commercial, and mortgage banking services.
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)
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1w
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
Fulton Bank
Fulton BankNASDAQ: FULT: Provides retail and commercial banking and wealth management services.
3+ YOEBachelor's in business/finance or equivalent, 3+ years admin experience in financial services, SIE/Series 7/Series 63 (or 66) required, 2+ years investment operations experience preferred, Microsoft Office and CRM experience, strong communication and prioritization skills.
Microsoft Office Suite, Client Relationship Management (CRM)
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2mo
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Work From Home - Client Services Associate
North Bergen, New Jersey, United States
RemoteAll Commitments Available
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Genuine desire to help others, strong communication, ability to work independently and in a team, integrity.
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1w
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
Fulton Bank
Fulton BankNASDAQ: FULT: A regional bank providing retail and commercial financial services.
3+ YOEBachelor's or equivalent; 3+ years admin/operations experience in financial services; SIE/Series 7/63 or 66 required; experience with investment operations, CRM, and Microsoft Office.
CRM, Microsoft Office Suite
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1mo
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Client Associate/Registered Client Associate
Princeton, New Jersey, United States
$44k-$77k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or job-related experience; strong communication, organizational and client-service skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months; adaptability to changing technology.
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1mo
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Client Associate
Mount Laurel, New Jersey, United States
$38k-$73k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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)
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2w
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Client Service Associate
Manasquan, New Jersey, United States
$65k-$95k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
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
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1mo
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Client Service Associate
Red Bank, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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1mo
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Client Service Associate
Red Bank, New Jersey, United States
$33k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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1mo
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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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1mo
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Client Services Representative (Union, NJ)
Union, New Jersey, United States
$20/hr OnsiteTemporary, Full Time
Neuropath Behavioral Healthcare
Neuropath Behavioral Healthcare: Provides comprehensive therapeutic and behavioral health support services.
1+ YOE1+ year relevant experience, associate degree required (bachelor's preferred). Requires eClinical Works or similar EMR experience, medical scheduling and healthcare experience, strong communication, multitasking, office experience, and passing a background check with fingerprinting.
eClinical Works, EMR
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2w
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Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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1mo
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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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3w
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Financial Client Associate
Northfield, New Jersey, United States
$25-$32/hr OnsiteFull Time
Benjamin F. Edwards
Benjamin F. Edwards: Providing personalized wealth management and investment advisory services.
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
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2d
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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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23h
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Premier Client Technology Services Client Analyst, Senior Associate
Princeton, New Jersey, United States
$58k-$99k/yr OnsiteFull Time
State Street
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
1+ YOEFirst-level client contact for IT incidents, monitor systems, manage communications, triage/escalate issues, and maintain documentation; 1+ years technology analyst experience preferred.
Microsoft Office, Service Now, RKS, ESP, EDW, MYSS, MCH, FDR, MDB
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3d
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Senior Private Client Associate
Edison, New Jersey, United States
$100k-$110k/yr HybridFull Time
Perigon Wealth Management
Perigon Wealth Management: Independent registered investment advisor providing comprehensive wealth management services.
7+ YOE7+ years client service experience in wealth management or related industry; strong communication, custody platform knowledge, portfolio/CRM/DocuSign proficiency, technology acumen, attention to detail.
Schwab, Fidelity, Pershing, SEI, Portfolio Management Software, CRM, DocuSign, Cloud Storage, Orion, Emoney, Salesforce
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2w
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Client Service Associate (Summit, NJ)
Summit, New Jersey, United States
$50k-$60k/yr OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
1+ YOEProvide client service and administrative support in a private client division; willing to obtain FINRA registrations; 1+ year financial services experience preferred; strong MS Office and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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2mo
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Client Service Associate - Bridgewater, NJ
Bridgewater, New Jersey, United States
$26-$43/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOE1+ years in financial industry (wealth management preferred) and 1+ years in client service; licenses (SIE, Series 7/66) preferred; strong communication, organization, and interpersonal skills; proficient with Microsoft Office.
Microsoft Office (Outlook, Word, Excel), CRM systems
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