Top 73 Client associate Jobs in Egg Harbor Township, Nj

Financial Client Associate
Benjamin F Edwards & Co —Northfield, NJ
- $25.43 - $31.78 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Profit sharing
- Paid parental leave
Registered Financial Client Associate
Benjamin F Edwards & Co —Northfield, NJ
- $29.24 - $36.54 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Profit sharing
- Paid parental leave
Automotive Sales Associate -EXPERIENCED!
Kindle Auto Plaza —Cape May Court House, NJ
- From $600 a week
- Full-time
- Background check
- Dealership
- Marketing
- Health insurance
- Dental insurance
Quick Apply
2d
Grant Writer Associate
Triad Associates —Vineland, NJ
- $65,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
7d
Bilingual Customer Service Representative/Receptionist
PROSURANCE BROKERAGE AND TAX SERVICES —Millville, NJ
- $16.50 - $18.50 an hour
- Part-time
- Bilingual
- Sales
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Banker II - Absecon (20 hour)
TD Bank —Absecon, NJ
- $22.00 - $27.75 an hour
- Part-time
- Military
- Basic math
- Mid-level
- Health insurance
- Paid time off
Sales Associate
Raymour and Flanigan —Egg Harbor Township, NJ
- $17 - $111 an hour
- Evenings as needed
- US work authorization
- Restaurant experience
- Teaching
- Store discount
- Profit sharing
Quick Apply
11d
Seasonal Stockroom Operations Associate
KOHLS —Mays Landing, NJ
- $16.00 - $23.10 an hour
- Weekends as needed
- Writing skills
- 16+ years old
- Communication skills
- Disability insurance
- Dental insurance
1d
Store Associate
SHOE DEPT. ENCORE —Mays Landing, NJ
- From $15.92 an hour
- Merchandising
- Entry level
- Employee discount
Quick Apply
Operations Associate
Reich Asset Management, LLC —Marmora, NJ
- From $50,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
1d
CosmoProf Color and Curl Associate Egg Harbor
Cosmoprof Beauty LLC —Egg Harbor Township, NJ
- $15.92 - $17.50 an hour
- Part-time
- Cosmetology License
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
10d
Associate Manager
Ralph Lauren —Atlantic City, NJ
- $53,000 - $86,000 a year
- Full-time
- Ability to walk for extended periods
- Mid-level
- Office
11d
Sales Associate - Part-time Sales Stylist
24k Atlantic City Inc —Atlantic City, NJ
- $17 an hour
- Part-time
- Maintenance
- High school diploma or GED
- Entry level
- 401(k)
- Paid time off
Quick Apply
Retail Associate
Margaritaville and Landshark Bar and Grill Atlantic City —Atlantic City, NJ
- $16 an hour
- English
- High school diploma or GED
- Ability to lift 50 pounds
- Disability insurance
- Health insurance
Quick Apply
Tax Associate
H&R Block —Egg Harbor Township, NJ
- $15.90 - $19.70 an hour
- Weekends as needed
- Office
- Finance
- High school diploma or GED
- Health insurance
- Employee assistance program
3d
Sales Associate - Training Provided
DSI —Mays Landing, NJ
- $45,000 - $80,000 a year
- Weekends as needed
- 18 years or older
- Merchandising
- High school diploma or GED
- Profit sharing
- Paid training
Quick Apply
1d
Sales Associate
Hugo Boss —Atlantic City, NJ
- Bachelor of Science
- Merchandising
- Mid-level
7d
Sales Associate
White House Black Market —Atlantic City, NJ
- $15.92 - $19.90 an hour
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
- Employee assistance program
- Employee discount
Environmental Services Associate-Part Time
Jewish Family Service of Atlantic & Cape May Counties —Margate City, NJ
- From $17 an hour
- Part-time
- Background check
- Mid-level
- Office
- Paid time off
- Employee assistance program
Quick Apply
Retail Sales Associate - Guest Experience Specialist
Bob's Discount Furniture LLC —Mays Landing, NJ
- $50,000 - $80,000 a year
- Weekends as needed
- Bilingual
- Background check
- 18 years or older
- Profit sharing
- Health insurance
Quick Apply

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Financial Client Associate

Benjamin F Edwards & Co -
Northfield, NJ

Apply Now

Job Details

Full-time
$25.43 - $31.78 an hour

Benefits

Profit sharing
Paid parental leave
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Phone communication

Full Job Description

Financial Client Associate

Summary

The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client’s needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.

Under direct supervision, the Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, coordinating appointments, implementing marketing and business plans, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.

Essential Duties/Responsibilities:

Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution.
Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc.
Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal.
Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines.
Perform administrative duties as required by the Financial Advisor(s) or branch manager.
Provide backup support as required to other branch support personnel.
Perform other related duties as assigned.

Qualifications:

Proficient experience with Microsoft Office Suite and ability to learn other software and technology. Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus.
Professional presence with strong customer service and interpersonal skills experience
Detail oriented, excellent organization skills and able to manage a variety of tasks.
Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills.
Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.
Ability to seek new ways to improve processes, suggest new ideas and approaches.
Exercise discretion in handling confidential information.
Perform other related duties as assigned.

Education and/or Work Experience:

Minimum Required: Bachelor’s Degree, and/or equivalent work experience
Minimum Required: 1+ year of work experience in client services, preferably within the financial industry.

License/Registration:

Pay Range

Between $25.43 to $31.78 per hour

Work Environment:

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

About Benjamin F. Edwards

If you are interested in joining a firm that truly puts the interests of its advisors and clients first, you have come to the right place. Serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer.

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid parental leave
Paid time off
Profit sharing
Vision insurance

Work Location: In person

Apply Now

Refine Your Search

client associate jobs in egg harbor township, nj

Financial Client Associate

Registered Financial Client Associate

Automotive Sales Associate -EXPERIENCED!

Grant Writer Associate

Bilingual Customer Service Representative/Receptionist

Associate Banker II - Absecon (20 hour)

Sales Associate

Seasonal Stockroom Operations Associate

Store Associate

Operations Associate

CosmoProf Color and Curl Associate Egg Harbor

Associate Manager

Sales Associate - Part-time Sales Stylist

Retail Associate

Tax Associate

Sales Associate - Training Provided

Sales Associate

Sales Associate

Environmental Services Associate-Part Time

Retail Sales Associate - Guest Experience Specialist

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