Sign upLog in
JobsJobs in New JerseyBusiness JobsClient Services JobsClient Associate Jobs in New Jersey
1,456 Results for

Client Associate Jobs in New Jersey

United States of America

Work hours/week:.

200 PARK AVENUE:FLORHAM PARK

City:.

24 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.

15 days ago

Princeton, NJ

p>If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documentation.

Generated by cloudfront CloudFront Request ID: IIHMM_IHvUBUGPETTm8O33JyQBVgFQ0baDi1Gy9oQhvgmc1PMT4dMw.

30+ days ago

Florham Park, NJ
  • $25–$44 / 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 backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

17 days ago
Wells Fargo & Co logo

NJ
  • $25.48–$36.54 / 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 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.

    • 23 days ago

    Summit, NJ
    • $60,000–$65,000 / year

    With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

    30+ days ago
    Ameriprise logo
    New

    Saddle Brook, New Jersey

    As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships.

    Business Support & Operations

    Line of Business .

    3 days ago

    NJ

    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

    Paramus, NJ
    • $25.85–$43.08 / hour

    p>• 3+ years experience supporting Financial Advisors and collaborating with Branch and Home Office teams in a brokerage/financial services setting • Series 66 and/or Series 7 license • Core Competencies: • Strong customer focus with clear, simple communication skills • Able to manage multiple projects efficiently in a fast-paced environment • Highly organized with strong attention to detail and problem-solving skills • Excellent interpersonal skills and ability to build strong relationships • Strong analytical and research abilities • Demonstrates initiative, motivation, and drive • Proficient in Microsoft Word, Excel, PowerPoint, and CRM tools • Comfortable using internal resources and training platforms. Responsibilities include:

    • Managing inbound calls • Scheduling appointments • Preparing meeting materials • Keeping client information updated • Assisting with new business documentation • Handling key account operations such as new account setup, transfers, cash management, and maintenance tasks • Proactive outreach on time-sensitive items • Taking ownership of client requests • Coordinating with internal teams to ensure timely service • Educating clients on our digital tools, including eSignature and our client portal • Collaborating closely with the Financial Advisor to support client needs • Occasional assistance with trade execution.

    30+ days ago
    Morgan Stanley logo

    Paramus, New Jersey

    Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

    • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

    15 days ago
    Morgan Stanley logo

    Morristown, NJ
    • $32,219–$90,000 / year

    Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

    30+ days ago

    Princeton, NJ
    • $45,000–$75,000 / year

    Education High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $45,000.00-$75,000.00 Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

    30+ days ago

    Ramsey, NJ

    Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

    30+ days ago

    NJ

    li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

    10 days ago

    NJ

    Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

    23 days ago

    Iselin, NJ

    p>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.

    30 days ago

    Jersey City, NJ
    • $65,000–$85,000 / year

    This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager and in close proximity to the CEO to manage and grow the partnerships that fund real access for our students. Event Coordination: Support the end-to-end planning and execution of in-person events inside corporate offices and at trade shows across multiple cities.

    30+ days ago
    Gallagher logo

    Mount Laurel, New Jersey

    If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

    Overview:

    As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. How you'll make an impact:

    • You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business.

    14 days ago

    Similar Job Searches

    Client Manager JobsClient Representative JobsClient Service Associate JobsClient Services Manager JobsDirector Of Client Services Jobs

    Stand out to leading employers.

    Upload your resume and let employers find you for new Client Associate job openings. Plus, receive relevant job matches delivered straight to your inbox.

    Create A Free Account