11 Results for

Client Associate Jobs in Trenton, NJ

Jobs

Philadelphia, PA

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.

30+ days ago

Toms River, NJ

$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.

12 days ago

Philadelphia, PA

p>Required • Series 7 and Series 66 licenses • 2+ years of client service or operations experience in wealth management or financial services • strong written and verbal communication skills • exceptional attention to detail and follow through • proficiency in Microsoft Office; comfort with CRM and workflow tool • bachelors degree.

Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities.

30+ days ago

Conshohocken, Washington

div>

United States of America

Work hours/week:.

181 WASHINGTON STREET:CONSHOHOCKEN

City:.

13 days ago

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.

17 days ago

Bala Cynwyd, PA

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 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.

6 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.

11 days ago

Philadelphia, PA

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

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

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

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

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

Client Associate Jobs in Trenton, NJ

Registered Client Associate Royal Bank of Canada

Registered Wealth Management Client Associate Bank of America Corp

Registered Client Associate, (Client Experience & Marketing) UBS Group AG

Client Associate/Registered Client Associate Royal Bank of Canada

Client Associate Gallagher

Wealth Management Client Associate Bank of America Corp

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

J.P. Morgan Advisors - Senior Client Associate - Philadelphia, PA JPMorgan Chase Bank, N.A.

Global Wealth Management UBS Group AG

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

Shift Lead Banfield Pet Hospital

Similar Job Searches

Stand out to leading employers.