140 customer relationship associate jobs at 80 companies in Union, NJ
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yrHybridFull Time
Angeles Wealth Management: Employee-owned outsourced investment office building customized multi-asset portfolios for institutional and private-wealth investors.
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
CT Corporation: Registered-agent and corporate-compliance provider serving businesses and law firms.
1+ YOEBachelor’s degree or equivalent experience, 1–2 years of customer service or licensing experience, strong communication, organization, project management, computer, and customer relationship skills.
HertzNASDAQ: HTZ: Global leader in vehicle rental and fleet management services.
3+ YOE3+ years customer service experience with operations and sales; rental car experience a plus. Requires excellent communication, relationship-building, problem-solving, and decision-making skills.
Cary Street Partners: Independent wealth management firm serving individuals, families, and institutions with financial planning, investment management, and advice.
5+ YOEFive years of similar financial services experience and an associate or bachelor's degree required. Client relationship management, account operations, analytical, communication, compliance, and trading skills needed.
Capital OneNYSE: COF: A technology-driven bank providing diverse financial services.
2+ YOEHigh school diploma, GED, or equivalent certification required. Preferred: associate degree and 2+ years of sales or customer service experience. Strong communication, multitasking, typing, and problem-solving skills.
Capital OneNYSE: COF: A technology-driven bank providing diverse financial services.
2+ YOEHigh school diploma, GED, or equivalent required. Preferred: associate's degree and 2+ years of sales or customer service experience. Requires communication, multitasking, typing, detail, and problem-solving skills.
Capital OneNYSE: COF: A technology-driven bank providing diverse financial services.
2+ YOEHigh school diploma, GED, or equivalent required. Preferred: associate degree and 2+ years of sales or customer service experience. Requires communication, multitasking, typing, attention to detail, and problem-solving skills.
Trane TechnologiesNYSE: TT: Global provider of heating, ventilation, and air conditioning solutions.
High school diploma or GED, inside sales, retail, or related experience, customer relationship skills, and ability to work in a fast-paced customer-focused environment.
1+ YOERequires 1+ year in customer success, client services, relationship management, operations, financial services, or another customer-facing field, plus strong communication, organization, prioritization, relationship-building, and systems-learning skills.
Janie and Jack: Children's fashion house serving families with apparel, footwear, and accessories through U.S. stores and online.
Customer-focused sales associate with communication, relationship-building, styling, teamwork, problem-solving, and flexible availability for nights, weekends, and holidays.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), 2+ years industry experience preferred, high school diploma required (college preferred), strong Microsoft Office and client service skills.
Morgan Stanley Wealth ManagementNYSE: MS: Global financial services firm providing investment and banking solutions.
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), 2+ years industry experience preferred, high school diploma required, strong client service, Microsoft Office skills, and knowledge of financial products.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Henry: N AI platform automating underwriting, comps research, and pitch decks for commercial real estate brokers.
1+ YOERequires 1–3 years in customer success, account management, consulting, or client-facing work, plus relationship-building, consultative problem-solving, organization, communication, commercial awareness, and customer account ownership.
Neuberger Berman: Employee-owned private investment manager serving institutions, advisors, and individuals across public and private markets.
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
ExtensisHR: Private Professional Employer Organization providing HR outsourcing, payroll, benefits, compliance, and recruiting services to small and midsized U.S. businesses.
Experience in client relations, logistics, or customer service preferred, with strong communication, relationship-building, and problem-solving skills. Requires MS Office proficiency and comfort with ERP, CRM, and project platforms.
Microsoft Business Central, Microsoft Excel, Microsoft Word, Monday.com
Berkley Life SciencesNYSE: WRB: Global commercial lines insurance holding.
3+ YOEBachelor’s degree or equivalent experience and 3+ years of associate underwriting experience. Requires analytical, organizational, negotiation, relationship-building, and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
CorePower Yoga: National operator of yoga fitness studios and wellness centers.
Customer-focused role requiring strong communication, relationship-building, reliability, POS accuracy, and availability for early mornings, evenings, weekends, and holidays; hospitality, retail, or studio experience preferred.
Fortress Investment Group: Alternative asset manager serving investors and private clients through credit, real estate, equity, insurance, and multi-manager strategies.
4+ YOEBachelor's degree and at least 4 years of financial services experience required; fund administration, operations, or accounting preferred. Strong communication, organization, multitasking, and relationship-building skills required.
IndieWire: Independent global media and information services publishing news brands and producing live events for audiences worldwide.
1+ YOERequires 1–2 years in media planning, brand partnerships, or client and sales support, plus strong communication, relationship-building, and independent work skills.