Top 708 Senior service associate Jobs in Cranbury Nj

Senior Private Client Associate
Perigon Wealth Management —Edison, NJ
- $120,000 - $125,000 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Radiology Operations Manager - Full Time
Princeton Radiology Associates —Township of Monroe, NJ
- From $100,000 a year
- Full-time
- 3 years
- Administrative experience
- Clinic
- Profit sharing
- Disability insurance
Quick Apply
Medication Technician [caregiver]
Senior Living Residences —Marlboro, NJ
- $22 - $23 an hour
- Email
- Residential
- Entry level
- Commuter assistance
- Paid holidays
Quick Apply
Human Resources Generalist
Princeton Radiology Associates —Princeton, NJ
- From $37 an hour
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Profit sharing
- Disability insurance
Quick Apply
Administrative Assistant
Lunch Break, Inc. —Red Bank, NJ
- $20 - $25 an hour
- Full-time
- Background check
- Google Workspace
- Inventory management
- Health insurance
- Dental insurance
Quick Apply
Medical Case Manager
Broadspire Services, Inc. —New Jersey
- $52,656 - $96,287 a year
- Full-time
- Nursing
- RN License
- Experience working with individuals with disabilities
- Paid parental leave
- Health savings account
Quick Apply
Caregivers (CNA, HHA) [caregiver]
Senior Living Residences —Marlboro, NJ
- $20 - $21 an hour
- Part-time
- Residential
- Home Health
- CNA
- Commuter assistance
- Paid holidays
Quick Apply
Associate Director, Statistical Programming
Everest Clinical Research —Bridgewater, NJ
- $170,000 - $205,000 a year
- Remote
- Computer Science
- 11+ years
- Databases
- AD&D insurance
- Disability insurance
Quick Apply
14d
Territory Sales Manager - Expansion Team
Worldpac —Edison, NJ
- $69,000 - $86,200 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Basic math
Senior Electronics Technician
Metrohm Spectro —Plainsboro, NJ
- $26 - $32 an hour
- Full-time
- Schematics
- 5 years
- SQL
- Health insurance
- Dental insurance
Quick Apply
8d
Senior Electrical Engineer
Futures Consulting, LLC —Somerville, NJ
- $119,954.68 - $160,375.52 a year
- Full-time
- Hybrid work
- Construction site
- Engineering
- Office
- Relocation assistance
- Dental insurance
Quick Apply
7d
Project Manager (Healthcare Construction) FT Day Trenton
Capital Health —Princeton, NJ
- $77,230.40 - $100,942.40 a year
- 8 hour shift
- Schematics
- Construction site
- Word processing
- AD&D insurance
- Disability insurance
NETWORK ADMINISTRATOR
FellowshipLife Inc —Basking Ridge, NJ
- $82,500 a year
- Computer Science
- 5 years
- Mid-level
Quick Apply
Dining Server (Full-Time and Part-Time)
Monarch Communities —Princeton, NJ
- $16 - $17 an hour
- Full-time
- Hospitality
- Customer service
- High school diploma or GED
- Free parking
- AD&D insurance
Quick Apply
1d
Interior Design Sales Consultant
The Duvtale Group —New Jersey
- $25,000.00 - $72,988.07 a year
- Part-time
- Hybrid work
- Background check
- Mid-level
- Residential
- Profit sharing
- Paid training
Quick Apply
Wellness Nurse (LPN) Per-Diem 3pm-11pm and 11pm-7am
Monarch Communities —Colts Neck, NJ
- $36 an hour
- Part-time
- Nursing
- Microsoft Outlook
- Mid-level
- Free parking
- On-the-job training
Quick Apply
8d
Executive Director
Catholic Charities - Diocese of Trenton —Trenton, NJ
- $220,000 - $260,000 a year
- Weekends as needed
- Background check
- Spanish
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Senior Treasury Associate (Fintech)
TPG Staffing —Edison, NJ
- $60,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
Health and Wellness Director - (RN) Senior Living
Monarch Communities —Englishtown, NJ
- $110,000 - $116,000 a year
- Full-time
- Nursing
- Microsoft Outlook
- RN License
- AD&D insurance
- Paid holidays
Quick Apply
10d
Human Resources Generalist
Boscov's Department Store —Woodbridge, NJ
- From $55,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply

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Senior Private Client Associate

Perigon Wealth Management
Edison, NJ

Quick Apply

Job Details

Full-time
$120,000 - $125,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

DocuSign
Investment management software
Process improvement
Research
Managing clients in a customer support role
Attention to detail
Client services experience
Investment account customer support
E-signature software
CRM system proficiency
Account management experience

Full Job Description

The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks. Candidates will be interacting directly with Private Wealth Advisors, and as such, professional communication, attention to detail, and white-glove client service skills are of the highest importance for this role. The Private Client Associate will have direct interaction with clients.

The Private Client Associate will be responsible for understanding the firm policies, as well as the operating procedures of our custodian partners (Schwab, Fidelity, Pershing, SEI). They will need to have a high level of technology acumen to navigate Perigon’s internal and custodial processes.

This position is hybrid in Edison, NJ (Tuesday, Wednesday, Thursday in office)

COMPANY OVERVIEW

Perigon Wealth Management is a fast-growing, advisor-led Registered Investment Advisor (RIA) serving clients across the U.S. The firm employs over a hundred and fifty associates across 20+ office locations and has client assets under management (AUM) exceeding $11 billion. We operate with the belief that growth happens through meaningful relationships, thoughtful planning, and an experience that feels personal, not transactional.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

● Maintain client relationships

● Protect Privacy and Confidentiality of Client Information and Data

● Work within the firm’s processes to ensure client needs are met

● Process client requests and inquiries with a high level of accuracy

● Ensure key client and account information is accurate and up to date

● Open new accounts, initiate account transfers & rollovers

● Onboard new clients and/or client accounts: collect client data, process account paperwork

● Process money movement requests

● Input data within Portfolio Management Software for client billing

● Maintain client data within CRM

● Prepare advisors and clients for quarterly & annual meetings

● Schedule and coordinate meetings with Financial Advisors and other firm personnel as needed

● Conduct limited research projects and project-based requests by advisors and firm leadership

● Participate in local firm initiatives organized by local firm leadership

● Identify internal process improvements

Minimum Qualifications (Knowledge, Skills, and Abilities)

● Minimum 7 years’ experience in a client service background with significant work history within a wealth management, asset manager, insurance company, bank or related industry (RIA Experience Preferred)

● Excellent written and verbal communications skills

● Experience working with custodial platforms (Fidelity, Schwab, Pershing, SEI)

● Working knowledge of Portfolio Management Software, CRM, DocuSign and Cloud Storage

● Experience with Orion, Emoney, and Salesforce preferred

● Recognizes and respects the importance and reasons for adhering to policies and procedures

● Operates with a clear understanding of when to act independently and when to escalate

● for others’ involvement

● Takes ownership of initiatives and continues to move forward in the face of challenges

● Honors commitments, assumes responsibility and takes ownership

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as applicable.

Know Your Rights Poster-
https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act

The Employee Polygraph Protection Act (EPPA)-

https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act

The Family and Medical Leave Act (FMLA) Poster -

https://www.dol.gov/agencies/whd/posters/fmla

Job Type: Full-time

Pay: $120,000.00 - $125,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

Fidelity: 1 year (Required)
Charles Schwab: 1 year (Required)

Ability to Commute:

Edison, NJ 08837 (Required)

Work Location: Hybrid remote in Edison, NJ 08837

Quick Apply

Refine Your Search

senior service associate jobs in cranbury nj

Senior Private Client Associate

Radiology Operations Manager - Full Time

Medication Technician [caregiver]

Human Resources Generalist

Administrative Assistant

Medical Case Manager

Caregivers (CNA, HHA) [caregiver]

Associate Director, Statistical Programming

Territory Sales Manager - Expansion Team

Senior Electronics Technician

Senior Electrical Engineer

Project Manager (Healthcare Construction) FT Day Trenton

NETWORK ADMINISTRATOR

Dining Server (Full-Time and Part-Time)

Interior Design Sales Consultant

Wellness Nurse (LPN) Per-Diem 3pm-11pm and 11pm-7am

Executive Director

Senior Treasury Associate (Fintech)

Health and Wellness Director - (RN) Senior Living

Human Resources Generalist

I want to receive the latest job alert for senior service associate in cranbury nj

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