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802 client services associate jobs at 276 companies in Piscataway, NJ

10h
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Client Services Associate
Boston or New York City or Chicago or Menlo Park or Manchester or London or Tokyo
$60k-$70k/yr 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, operations, financial services, or another customer-facing environment, plus strong communication, organization, detail, and prioritization skills.
HubSpot, Salesforce
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1mo
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Client Services Associate
New York City, New York, United States
OnsiteFull Time
TransPerfect
TransPerfect: Providing global translation, localization, and language technology solutions.
Bachelor's degree, strong written and verbal English, customer service or project management experience, MS Office proficiency, problem solving, organization, and ability to manage client projects and timelines.
Microsoft Office, GlobalLink Product Suite
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3mo
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Client Services Associate
New York, New York, United States
OnsiteFull Time
Titan
Titan: Mobile-first wealth management platform for individual investors.
1+ YOE1–3+ years in financial services or client operations; strong communication, organizational, and problem-solving skills; familiarity with support tools; Series 7 and either Series 66 or Series 63+65.
Kustomer, Hubspot, Zendesk
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3mo
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Senior Associate, Client Services
New York, New York, United States
$75k-$85k/yr HybridFull Time
Noble People
Noble People: Independent media agency providing strategy, planning, and buying services.
2+ YOEBachelor’s degree required; 2+ years account coordination or client services experience in agency environments preferred; strong organization, communication, financial familiarity, and PM/spreadsheet skills; detail-oriented.
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2mo
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Client Services Associate
New York City, New York, United States
$45k-$50k/yr HybridFull Time
TransPerfect
TransPerfect: Provides global language services and localization technology solutions.
Bachelor's degree; strong English communication; problem solving; customer service or project management experience; organized, detail-oriented, and able to multi-task; MS Office proficiency; willingness to learn.
MS Office
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2w
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Client Services Associate (Reprographics)
White Plains, New York, United States
$19-$20/hr OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
1+ YOEHigh school diploma required; 1+ year related office, print, mailroom, or operational support preferred. Requires customer service, organization, multitasking, problem-solving, and ability to lift 40–60 lbs.
Microsoft Office Suite, Greenhouse Applicant Tracking System
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2mo
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Senior Client Services Associate- Treasury Partners
New York, New York, United States
$100k-$115k/yr OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
3+ YOEBA/BS degree, 3+ years client service experience, Series 7 and 66 required, knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, and Envestnet; strong communication and analytical skills.
Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet
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4w
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Senior Associate, US Client Services
New York City, New York, United States
$100k-$130k/yr OnsiteFull Time
Ares Management
Ares ManagementNew York Stock Exchange: ARES: Global alternative investment manager specializing in credit and private equity.
7+ YOE7+ years investor servicing experience in alternative investments; strong communication, organizational skills; proficiency with service provider systems and Microsoft programs; ability to manage transfer agency workflows and train others.
Microsoft SharePoint
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2mo
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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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1mo
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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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Work From Home - Client Services Associate
Bensalem, Pennsylvania, United States
RemoteRemote
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, integrity, ethical conduct, ability to work independently and collaboratively, and genuine desire to help others through financial services.
Zoom
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1mo
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Client Services Associate, Executive Benefits Account Management
New York, New York, United States
$52k-$65k/yr HybridFull Time
Aon
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.
Microsoft Office
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1mo
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Senior Associate, Client Advisory Services
New York, New York, United States
$120k/yr HybridFull Time
Ownership Works
Ownership Works: Non-profit partnering with companies to implement employee ownership programs.
2+ YOEB.A./B.S. required;2+ years consulting/finance experience preferred;financial modeling and Excel/PowerPoint proficiency;client advisory and project management skills;ability to use AI tools.
Microsoft Excel, Microsoft PowerPoint, AI tools
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2w
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Client Associate
New York City, New York, United States
OnsiteFull Time
Neuberger Berman
Neuberger Berman: Provides global investment management and wealth advisory services.
2+ YOERequires SIE, Series 7, and Series 66; 2–4 years of preferred financial services client support experience; Microsoft Office proficiency; strong organization, communication, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
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1mo
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Client Services Associate, Executive Benefits Account Management
New York City, New York, United States
$52k-$65k/yr HybridFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
2+ YOEBachelor's degree, 2+ years account management/customer service experience, Life & Health Insurance license, strong Microsoft Office skills, attention to detail and time management.
Microsoft Office
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2w
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Client Associate
New York City, New York, United States
OnsiteFull Time
Neuberger Berman
Neuberger Berman: Provides investment management services for institutional and individual investors globally.
2+ YOERequires SIE, Series 7, and Series 66; financial services client support experience preferred; proficiency in Microsoft Office and ability to manage confidential information, multiple tasks, and client relationships.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
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2w
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Client Associate
New York City, New York, United States
$70k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
1+ YOERequires a BA/BS, strong client service and organizational skills, Microsoft Office proficiency, and preferably 1–3 years of financial industry client service experience. Series 7 and 66 are preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, Client Relationship Management (CRM) System
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2w
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Client Associate
New York City, New York, United States
OnsiteFull Time
Neuberger Berman
Neuberger Berman: Global investment management and wealth advisory firm.
Requires SIE, Series 7, and Series 66; financial services client support preferred, Microsoft Office proficiency, strong communication and organization skills, and work authorization without sponsorship.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
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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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3w
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Associate, Client Services -Full-Time (Summer 2027)
New York, New York, United States
$85k-$115k/yr OnsiteFull Time
Capvision
Capvision: Connects institutional investors and consultants with specialized industry experts.
0.5+ YOEBachelor's degree (min 3.5 GPA),6–18 months professional experience,strong communication and initiative,fluent English,authorized to work in the U.S. (F-1 STEM OPT accepted).
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