Top 385 Client services associate Jobs in Fairview, Nj

Client Service Associate
Advisors Capital Management —Ridgewood, NJ
- $75,000 - $85,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
20h
Private Wealth Management Client Service Associate
Morgan Stanley —Paramus, NJ
- $68,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Customer Service Representative / Call Center / Client Support
ADP —Florham Park, NJ
- $17.02 - $30.14 an hour
- Overtime
- Hybrid work
- Military
- Writing skills
- 1 year
- Wellness program
- Disability insurance
Client Advisor/Operations Hybrid - Garden State Plaza
Louis Vuitton —Paramus, NJ
- $25 - $32 an hour
- Full-time
- Mid-level
- Disability insurance
- Health insurance
PBM Client Success Associate
Rightway —New York, NY
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
Client Service Associate - Hackensack, NJ
Raymond James Financial, Inc. —Hackensack, NJ
- $45,000 - $80,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
7d
Client Support Specialist-Claims
Raphael and Associates —Rutherford, NJ
- Full-time
- Office
- Administrative experience
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Associate, Client Strategy
Shop My —New York, NY
- $70,000 - $85,000 a year
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Client Service Associate
Morgan Stanley —New York, NY
- $35,360 - $90,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Jacobs Levy Equity Management —Florham Park, NJ
- $80,000 - $110,000 a year
- Email
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Health insurance
Private Client Insurance Associate
EPIC Brokers —Jersey City, NJ
- $33.34 - $41.03 an hour
- Hybrid work
- Computer skills
- Communication skills
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
Registered Client Service Associate
Morgan Stanley —Paramus, NJ
- $68,000 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health savings account
- Paid holidays
Client Scheduling - Client Scheduling Associate
Veritext —Livingston, NJ
- $17.83 - $23.00 an hour
- Full-time
- Hybrid work
- Mid-level
- Mentoring
- US work authorization
- Paid parental leave
- Disability insurance
Quick Apply
2d
Client Success Associate
Manifest OS —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- SQL
Quick Apply
12d
Client and Advisor Experience Associate
EARNED —New York, NY
- $125,000 - $150,000 a year
- Full-time
- Presentation skills
- Bachelor's degree
- Training & development
- Health insurance
- Dental insurance
Client Operations Associate
Copper.co —New York, NY
- $65,000 - $75,000 a year
- Weekends as needed
- Mid-level
- Project management
- Financial services
- Commuter assistance
- Health insurance
Quick Apply
Associate, Client Services, January 2027 Start Date
Third Bridge —New York, NY
- $96,000 - $127,000 a year
- Leadership
- Entry level
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Client Support Specialist
Arch —New York, NY
- $95,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
Client Service Healthcare Associate (Class of 2027)
Guidepoint —New York, NY
- $70,000 - $75,000 a year
- Hybrid work
- Writing skills
- Research
- Office
- Commuter assistance
- Paid holidays
1d
Client Success Associate, Navigation
Rightway —New York, NY
- $64,000 - $80,000 a year
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply

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Client Service Associate

Advisors Capital Management
Ridgewood, NJ

Quick Apply

Job Details

Full-time
$75,000 - $85,000 a year
20 hours ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Work from home
Vision insurance
401(k) matching
Life insurance

Qualifications

Confidential information handling
Microsoft Outlook
Interpersonal skills
Word embeddings
Bachelor's degree
Attention to detail
Client services
Financial services
Achieving project delivery timelines
Cash handling

Full Job Description

This is a unique opportunity to join a rapidly growing mid-sized privately held Wealth Management Company. We are looking for an energetic, and motivated individual who is excited about working with clients and financial advisors. We are seeking an experienced Client Service Associate to provide operational and advisor services and support. The Client Service Associate must be able to effectively multitask and prioritize responsibilities based on the needs of the team.

Role and Responsibilities:

We currently have an opening for a Client Service Associate to join our team to support our Wealth Advisors. Responsibilities will include the following:

· Comfortable talking and working patiently with clients and advisors to help respond to their needs and questions

· Providing extensive service to advisors by working with them in support on account paperwork, client questions, and other support issues

· Establishing new accounts

· Addressing various account maintenance concerns

· Coordinating account wires, exchanges, transfers and other cashiering requests

· Use of Salesforce

Required Qualifications:

The successful candidate will possess the following:

Bachelor Degree
At least three years of related experience in the financial sector
Understanding of financial services industry
Candidates must be extremely organized and capable of multi-tasking
Proficiency in MS Word, Excel and Outlook
Experience with Salesforce preferred
Superior attention to detail and the ability to independently manage multiple projects in an accurate and timely manner is essential
Must be a team player with a desire to work in a collegial environment
Strong written and oral communication skills
Must be highly flexible and confidential with all matters
Deadline oriented

Benefits:

· Competitive base salary

· Health, Vision and Dental coverage

· Life Insurance

· 401k and 401K matching

Flexible Spending account and Health Savings account

· Paid Vacation and Sick days

· Professional development training

Equal Employment Opportunity & Employment Disclaimer
Advisors Capital Management is an Equal Opportunity Employer. This job posting is intended to describe the general nature of the position and is not an exhaustive list of all duties, responsibilities, or qualifications. Employment with Advisors Capital Management is at will and may be terminated by either the employee or the Company at any time, with or without cause or notice, as permitted by law.

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Tuition reimbursement
Vision insurance
Work from home

Work Location: Hybrid remote in Ridgewood, NJ 07450

Quick Apply

Refine Your Search

client services associate jobs in fairview, nj

Client Service Associate

Private Wealth Management Client Service Associate

Customer Service Representative / Call Center / Client Support

Client Advisor/Operations Hybrid - Garden State Plaza

PBM Client Success Associate

Client Service Associate - Hackensack, NJ

Client Support Specialist-Claims

Associate, Client Strategy

Client Service Associate

Client Service Associate

Private Client Insurance Associate

Registered Client Service Associate

Client Scheduling - Client Scheduling Associate

Client Success Associate

Client and Advisor Experience Associate

Client Operations Associate

Associate, Client Services, January 2027 Start Date

Client Support Specialist

Client Service Healthcare Associate (Class of 2027)

Client Success Associate, Navigation

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