39 Results for

Client Associate Jobs in Clifton, NJ

Jobs

$75,000–$85,000 / year

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30+ days ago

New York, NY

$34.62–$52.40 / hour

Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

17 days ago

Garden City, NY

$26.50–$42 / hour

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

30+ days ago

New York, NY

$73,000–$80,000 / year

p>• SIE, Series 7 and 66 licenses (for registered CSAs only) • ideally 1+ years of experience in client service, within the finance sector • bachelor's or master's degree or equivalent, focusing on finance • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.

30+ days ago

Florham Park, NJ

$44,000–$66,000 / year

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.

23 days ago

Paramus, NJ

$55,000–$90,000 / year

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

16 days ago

New York, NY

$30.77–$45.67 / hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

30+ days ago

Purchase, NY

$27.88–$39.90 / hour

Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.

30 days ago

New York, NY

$25–$45 / hour

Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

15 days ago

New York, New York

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Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

30 days ago

p>As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.

JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

30+ days ago

$100,000–$120,000 / year

p>Risk Management & Administration:

Exercise sound, professional judgment on behalf of clients, while avoiding risks to the firm and demonstrating 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, and completing documentation and written records of meetings and discussions.
About BBH:
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.

8 days ago

New York, NY

$70,000–$100,000 / year

Qualifications: • BA or Equivalent • 2-3+ years or relevant experience in a client support, administrative or operations role • Wealth Management/Private Banking experience preferred • Microsoft Office • Ability to execute tasks in a fast-paced team environment • Ability to meet deadlines and work under pressure • Ability to identify, escalate and resolve problems/issues • Ability to communicate professionally through effective verbal and written skills • Demonstrates efficient time management skills • Demonstrates organizational skills and an attention to detail • Ability to prioritize tasks and manage multiple projects • Interpersonal skills/ability to work in a team environment • Demonstrates analytical and research skills. BBHs total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

30+ days ago

$80,000–$100,000 / year

p>Primary Responsibilities:

Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access. An employees pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

30+ days ago

$55,000–$90,000 / year

23 days ago

New York, NY

$45,000–$60,000 / year

This position involves meeting directly with business clients in scheduled face-to-face appointments, providing information about services, answering questions, and supporting long-term business relationships. We are currently seeking a motivated and professional individual to join our growing team as a B2B Client Associate / Sales Representative in Midtown Manhattan.

30+ days ago

p>The indicative gross base salary range as a full-time equivalent role:

United States-New Jersey-Florham Park min [USD] 65000 - max [USD] 85000. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.

30+ days ago

New York, NY

Full time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

30+ days ago

White Plains, NY

Full time

30+ days ago

New York, New York

$70,000–$90,000 / year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.  .

30+ days ago

Iselin, NJ

$25–$44 / hour

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

9 days ago

Wayne, New Jersey

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

26 days ago

$75,000–$95,000 / year

p>The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, with a focus on biotech and healthcare. The individual should be comfortable communicating with sophisticated clients by phone and email, managing tone appropriately, and supporting Financial Advisors with client service, business development, account administration, planning coordination, and trading-related workflows, including 10b5-1 trading plans.

14 days ago

Garden City, NY

Bachelors degree or equivalent work experience Skills: Compensation Analysis, Performance Management, Process Performance Management, Referral Management, Workforce Planning, Due Diligence, Internal Audit Review, Leadership Development, Recruiting, Risk Management, Client Management, Customer Service Management, Employee Counseling, Succession Planning, Trade Operations Management. At Bank of America, all managers at this level demonstrate the following responsibilities in addition to those specific to the role listed above: Manager of Process & Data: Demonstrates deep process knowledge, operational excellence, and innovation through a focus on simplicity, data-based decision making, and continuous improvement.

30+ days ago

Wayne, NJ

$80,000–$90,000 / year

Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.

30+ days ago

Bridgewater, NJ

$80,000–$90,000 / year

li>Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences helping to create a work community that is culture driven, resilient, results focused, and effective.

30+ days ago

Paramus, New Jersey

Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.

16 days ago

Jersey City, NJ

$85,000–$95,000 / year

Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days.

30+ days ago

Garden City, New York

92,000.00 - $145,000.00

Benefits .

Posting End Date:.

10 days ago

Armonk, New York

p style="margin:0px">Under the general direction of the GSOC Manager, serves as the Global Security Operations Center key Controller; actively engaged in six critical operational areas: Access Control, Fire & Life Safety Systems, HVAC & Environmental, Closed-Circuit Television (CCTV), Security Personnel, and Incident Intake & Documentation. The GSOC Operator also serves as the primary contact and liaison for monitoring Corporate Facilities and Retail Centers; responsible for analyzing incidents and providing immediate response to appropriate mitigation procedures while maintaining Business Continuity.

4 days ago

$365,000–$415,000 / year

Salary: $260,000 - $390,000 Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation. Responsibilities:Associates will work with deal teams and clients on a range of employment-related transactional matters, including:Supporting labor and employment diligence in mergers, acquisitions, and private equity investmentsDrafting and negotiating executive employment agreements, separation arrangements, and restrictive covenant agreementsAdvising on executive mobility issues, including the structuring and enforceability of non-competition and non-solicitation obligationsSupporting post-transaction workforce integration, including executive transitions and sensitive personnel matters that arise following closingPartnering with senior executives and corporate leadership to advise on personnel and governance issues where discretion and strategic judgment are essentialCollaborating with corporate deal teams and private equity sponsors on matters where employment issues affect transaction value and risk allocation.

5 days ago

$365,000–$415,000 / year

5 days ago

$365,000–$415,000 / year

5 days ago

$435,000–$445,000 / year

Responsibilities include drafting or reviewing transaction documents for asset based financings, including flow purchase agreements, loan and security agreements, servicing agreements, governing documents for SPV issuer and related legal opinions, and generally leading asset based warehouse financing transactions on behalf of borrower and lender clients. Advise banks and bank holding companies on investments, activities, and mergers and acquisitions, affiliate transactions (Regulation W), fiduciary activities (Part 9), exceptions for banks from the definition of broker (Regulation R), insider transactions (Regulation O), activities conducted by non-U.S.

30+ days ago

$310,000–$445,000 / year

3. Advise on and oversee legal due diligence and transaction execution, from term sheet and exclusivity negotiation through post-closing integration, including representation and warranty insurance structuring and insurer engagement, regulatory and licensing diligence for complex healthcare and energy assets, drafting and negotiating disclosure schedules, navigating signing-to-closing covenants and regulatory approvals, and preparation of funds flows and closing deliverables. 2. Structure, draft, and negotiate complex transaction documents across full private equity and M&A spectrum, including bespoke merger agreements (public and private), stock and asset purchase agreements with industry-specific indemnity and earn-out mechanics, LP and LLC agreements with tailored carried interest waterfalls and GP claw-backs, equity commitment letters, limited guarantees, and side letters addressing key person, informational, and co-investment rights.

30+ days ago

Brooklyn, New York

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US - NJ - Paramus - 115 W CENTURY RD - COUNTRY CLUB PLAZA (NJ2652), US - NJ - Pennsauken - 4900 Route 70 - PENNSAUKEN BC (NJ7280), US - NY - Brooklyn - 474 Fulton St (NY5615), US - NY - Garden City - 1325 FRANKLIN AVE - MERRILL LYNCH (NY3325), US - NY - New York - 1133 Ave Of The Americas - 1133 Ave Of The Americas (NY1533), US - NY - Riverhead - 450 OLD COUNTRY RD (NY3878). Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

10 days ago

Paramus, NJ

p>LEADERSHIP RESPONSIBILITIES (approximately 20% of time): • Assist Practice Manager in developing an efficient, productive hospital team that provides the highest quality care and service to the most pets and clients, following all Banfield protocols and practices, as well as all local, state and federal laws, focusing the team to achieve practice priorities while building our culture and brand. • This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, educating them about their pets health, performing or preparing procedures that do not require veterinarian or veterinary technician assistance, completing preparatory work for other procedures, and monitoring hospitalized or surgical pets as allowed in the state practice acts.

30+ days ago

East Brunswick, NJ

$21.27–$27.18 / hour

HIRING QUALIFICATIONS COMPETENCIES Leadership Priority Setting Approachability Directing Others Position Description Shift Lead - Job Description.docx 3 of 4 Last Revised: 8/19/2013 JP Conflict Management Customer Focus Functional Peer Relationships Communication Skills Functional/Technical Skills Action Oriented Motivating Others CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task - Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Leadership Responsibilities (approximately 20% of time): Assist Practice Manager in developing an efficient, productive hospital team that provides the highest quality care and service to the most pets and clients, following all Banfield protocols and practices, as well as all local, state and federal laws, focusing the team to achieve practice priorities while building our culture and brand.

30+ days ago

New York, NY

$130,000–$160,000 / year

30+ days ago

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Client Associate Jobs in Clifton, NJ

Registered Client Associate UBS Group AG

Senior Registered Client Associate Wells Fargo & Co

Registered Wealth Management Client Associate Bank of America Corp

Client Associate UBS Group AG

Registered Client Associate/Client Associate Royal Bank of Canada

Client Associate/Registered Client Association Royal Bank of Canada

Senior Client Associate Wells Fargo & Co

Client Associate Wells Fargo & Co

Wealth Management Client Associate Bank of America Corp

Client Associate Neuberger Berman

Client Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase & Co

Sr. Client Associate, Latin America Private Banking & Wealth Management Brown Brothers Harriman & Co

Client Associate Brown Brothers Harriman & Co

Client Associate Neuberger Berman Group LLC

Client Associate/Registered Client Associate Royal Bank of Canada

Entry Level B2B Client Associate / Sales Representative Magnifyde Inc

Global Wealth Management UBS Group AG

J.P. Morgan Advisors - Senior Client Associate - New York, NY JPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - White Plains, NY JPMorgan Chase Bank, N.A.

Client Associate Rockefeller Capital Management

Wealth Management Client Associate - Resident Director Assistant Bank of America Corp

Private Wealth Client Associate Bank of America

Sales Associate / Client Service Associate - Wealth Management Jefferies Financial Group Inc

Merrill Market Client Relationship Manager Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: Wayne & Associates Market Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: Bridgewater & Associates Market Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Bank of America

Private Client Relationship Manager Edgewood Partners Insurance Center

Branch Support Manager Wells Fargo Bank

GSOC Operator Allied Universal

3262 - Senior Corporate & Private Equity Associate 13 Apr 2026 McGuire Woods LLP

3412 - 2027 New York 2L Summer Associate 31 Oct 2025 McGuire Woods LLP

3494 - Patent Litigation Associate 6 Feb 2026 McGuire Woods LLP

3270 - Prudential Bank Regulatory- Associate 12 Apr 2026 Sidley Austin LLP

3284 - Energy & Infrastructure Finance - Associate 7 May 2026 Sidley Austin LLP

Wealth Management | Credit Administrator SFLO Bank of America

Shift Lead (FULL TIME) Banfield Pet Hospital

Shift Lead Banfield Pet Hospital

3259 - Capital Markets - Staff Attorney 29 Mar 2026 Sidley Austin LLP

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