Top 117 Finance Jobs in Pleasantville 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
Accounting Finance Analyst 3 / Supervising Account Finance Analyst
New Jersey Casino Control Commission —Atlantic City, NJ
- $95,955.39 a year
- Multiple hires
- Background check
- Management
- CPA
- Health savings account
- Paid holidays
Quick Apply
Implementation Consultant – Finance & Payroll
Edmunds GovTech —Northfield, NJ
- $65,000 - $80,000 a year
- Full-time
- ERP systems
- Mid-level
- SQL
- Paid holidays
- Disability insurance
Accounting Finance Analyst 2 / Accounting Finance Analyst
New Jersey Casino Control Commission —Atlantic City, NJ
- $69,668.20 a year
- Multiple hires
- Background check
- CPA
- Word processing
- Health savings account
- Paid holidays
Quick Apply
4d
FINANCIAL ANALYST
Resorts Casino Hotel —Atlantic City, NJ
- Full-time
- CPA
- Computer Science
- Bachelor of Science
11d
Relationship Banker Business Specialist
PNC Financial Services Group —Linwood, NJ
- $57,750 - $96,250 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
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
Accounting & Finance Coordinator
Costello Roofing —Linwood, NJ
- $25 - $30 an hour
- Full-time
- Background check
- Mid-level
- Office
Quick Apply
4d
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
Financial Services Professional
Confidential —Hammonton, NJ
- $53,431.60 - $110,000.00 a year
- Full-time
- Hybrid work
- Bilingual
- Background check
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Senior Manager, Real Estate Finance
Spencer's and Spirit Halloween —Egg Harbor Township, NJ
- $100,000 - $150,000 a year
- Full-time
- 7 years
- Oracle
- Finance
- Store discount
- AD&D insurance
Risk Manager
City of Atlantic City, NJ —Atlantic City, NJ
- Full-time
- Office
- Analysis skills
- Driver's License
- Paid holidays
- Health insurance
Associate Banker II - Brigantine (40 hour)
TD Bank —Brigantine, NJ
- $22.00 - $27.75 an hour
- Weekends as needed
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
2d
Market & Credit Risk Analyst Lead
South Jersey Industries —Folsom, NJ
- $97,875 - $156,600 a year
- Full-time
- 6 years
- Management
- Finance
- Disability insurance
- Dental insurance
Quick Apply
Virtual Finance Manager
Group 1 Automotive, Inc. —Egg Harbor Township, NJ
- Weekends as needed
- Mid-level
- 3 years
- Contracts
Quick Apply
Dealership Finance Manager - Key Motors of Atlantic City
Key Auto Group —Egg Harbor Township, NJ
- Dealership
- Mid-level
- Driver's License
- Disability insurance
- Health insurance
Quick Apply
Universal Banker - Linwood
Truist Bank —Linwood, NJ
- $45,760 - $52,500 a year
- Extended hours
- Computer literacy
- English
- Office
- AD&D insurance
- Paid holidays
Specialist Compliance Hospitality Regional (Fraud Auditor) - Full Time (Caesars Atlantic City/CES)
Caesars Entertainment —Atlantic City, NJ
- $55,000 - $65,000 a year
- Full-time
- Mid-level
- Finance
- POS
Compliance Specialist
Hard Rock Hotel & Casino Atlantic City —Atlantic City, NJ
- $55,000 - $65,000 a year
- Full-time
- 5 years
- English
- Research
- Paid holidays
- Health insurance
Quick Apply
Chief Financial Officer
false —Atlantic City, NJ
- $102,342.67 - $123,251.39 a year
- Full-time
- Microsoft Excel
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
5d

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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

finance jobs in pleasantville nj

Financial Client Associate

Accounting Finance Analyst 3 / Supervising Account Finance Analyst

Implementation Consultant – Finance & Payroll

Accounting Finance Analyst 2 / Accounting Finance Analyst

FINANCIAL ANALYST

Relationship Banker Business Specialist

Registered Financial Client Associate

Accounting & Finance Coordinator

Associate Banker II - Absecon (20 hour)

Financial Services Professional

Senior Manager, Real Estate Finance

Risk Manager

Associate Banker II - Brigantine (40 hour)

Market & Credit Risk Analyst Lead

Virtual Finance Manager

Dealership Finance Manager - Key Motors of Atlantic City

Universal Banker - Linwood

Specialist Compliance Hospitality Regional (Fraud Auditor) - Full Time (Caesars Atlantic City/CES)

Compliance Specialist

Chief Financial Officer

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