Top 4743 Client advisor Jobs in Florham Park Nj

Client Service Associate
Stephen Ng Financial Group —Springfield, NJ
- From $65,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Client Advisor - New Jersey Metro
Louis Vuitton —Short Hills, NJ
- $25 - $32 an hour
- Full-time
- Mid-level
- Commercial
- Disability insurance
- Health insurance
Senior Client Advisor - Short Hills
Loewe —Short Hills, NJ
- $25 - $28 an hour
- Weekends as needed
- Writing skills
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
Client Advisor, Full Time
FERRAGAMO USA INC —Short Hills, NJ
- $21 - $23 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
Quick Apply
Client Advisor/Operations Hybrid - Garden State Plaza
Louis Vuitton —Paramus, NJ
- $25 - $32 an hour
- Full-time
- Mid-level
- Disability insurance
- Health insurance
Client Advisor
Richemont —Short Hills, NJ
- $22 - $25 an hour
- Full-time
- Merchandising
- English
- Mid-level
- Health insurance
- Dental insurance
Client Advisor, Contact Center Night Shift (Temp to Perm)
Tiffany & Co. —Parsippany-Troy Hills, NJ
- $23 an hour
- Weekends as needed
- US work authorization
- Computer skills
- Communication skills
Enterprise Client Success Manager
Accordant —Florham Park, NJ
- $115,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Organizational skills
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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
Senior Client Advisor - Short Hills
FERRAGAMO USA INC —Short Hills, NJ
- $21 - $23 an hour
- Weekends as needed
- Mentoring
- Computer skills
- Senior level
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20h
Wealth Client Advisor - Family Office Services Team
Peapack Private Bank & Trust —Morristown, NJ
- $135,000 - $160,000 a year
- 7 years
- Research
- Office
- Employee stock purchase plan
- Health insurance
Service Advisor
Paul Miller Land Rover/Jaguar —Parsippany-Troy Hills, NJ
- Background check
- Clean driving record
- Dealership
- Wellness program
- Health insurance
Quick Apply
Selling Advisor-Contemporary
Neiman Marcus —Short Hills, NJ
- $10 - $35 an hour
- Full-time
- High school diploma or GED
- Entry level
- Retail sales
- Disability insurance
- Health insurance
Associate, Client Care Advisor
Chanel —Piscataway, NJ
- $25 - $30 an hour
- Full-time
- Hybrid work
- Office
- Travel
- Conflict management
- Health savings account
- AD&D insurance
Private Jet Advisor - Upper East Side, Tribeca & the Hamptons, NY
silver Air —New York, NY
- $300,000 - $1,200,000 a year
- Full-time
- Remote
- Senior level
- Communication skills
- Health insurance
- Cell phone reimbursement
Client Advisor, Part-Time - Hudson Yards
Louis Vuitton —New York, NY
- $25 - $32 an hour
- Part-time
- Entry level
- Commercial
- Employee discount
- Retirement plan
Client Services Executive
Med-Metrix —Parsippany-Troy Hills, NJ
- Full-time
- Remote
- 5 years
- Office
- Bachelor's degree
Digital Travel Advisor
AAA Northeast —Wayne, NJ
- $20.75 - $23.50 an hour
- Full-time
- Remote
- Mid-level
- High school diploma or GED
Quick Apply
Client Advisor - New York City
Louis Vuitton —New York, NY
- $26 - $29 an hour
- Full-time
- Entry level
- Commercial
- Disability insurance
- Health insurance
Selling Advisor-Handbags
Neiman Marcus —Short Hills, NJ
- $10 - $35 an hour
- Full-time
- High school diploma or GED
- Entry level
- Disability insurance
- Health insurance

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client advisor jobs near florham park nj

Client Service Associate

Stephen Ng Financial Group
Springfield, NJ

Quick Apply

Job Details

Full-time
From $65,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Customer records maintenance
Series 6
Customer relationship building
Webinars
Account maintenance
Phone communication
Educational events
Processing cash transactions
Filing
Money transfers
Client file management
Mid-level
3 years
Administrative experience
Managing clients in a customer support role
Client database systems
Series 7
Records management
Managing clients in a finance role
Client services
Investment account customer support
Customer issue escalation
CRM system proficiency
Productivity software
Managing executive calendars
Webinars (training delivery method)
Life & Health Insurance License
Event marketing
Associate's degree
Communication skills

Full Job Description

We're an independent Financial Advising firm looking for a Client Service Associate to join our team in Springfield, NJ.

YOUR ROLE:

As part of the Client Services Associate Function, you will assist with the operations associated to client care, relationship services, information services, and marketing initiatives. Activities such as serving as the direct point of contact for prospects and clients, assisting with the promotion and organization of client events, and the completion of administrative tasks for the office.

HOW YOU WILL MAKE AN IMPACT:

Client Relations:

· Partner with clients to provide detailed answers regarding client files, case updates, and applications

· Provide customer service for product or portfolio questions related to non-portfolio or non-performance related inquiries

· Manage monetary transfers and transactions

· Prioritize customer problems for the Advisor based on knowledge of products and services

· Document and update client records within internal client relationship management system

· Handle all in-bound/out-bound client inquiries and complaints; verbal, phone, writing

· Work with the Principal Financial Advisors and team members to administer, participate, and optimize all prospect events (seminars, webinars, etc.) as well as client education or appreciation events.

Administrative Support:

· Calendar and appointment management for the financial advising team

· Client file maintenance and audits

· Assist in seminars/webinars live events

WHY YOU ARE THE RIGHT PERSON:

· -3+ years of experience in an administrative or client services function

· -Associates degree – Bachelor’s degree preferable, Life & Health Insurance/Series 6 or 7 preferable

· -Strong working knowledge of Microsoft Office Suite

· -Proven ability and continued interest working in a team-based environment with multiple changing responsibilities and accountability

· -Proven experience with client relations and/or relationship building; self starter and flexible

· -Proven experience providing exemplary verbal and written communication

We’d strongly prefer someone local to Springfield, NJ.

Location - In person 4 days/week, 1 day WFH (after 3 month trial period)

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in florham park nj

Client Service Associate

Client Advisor - New Jersey Metro

Senior Client Advisor - Short Hills

Client Advisor, Full Time

Client Advisor/Operations Hybrid - Garden State Plaza

Client Advisor

Client Advisor, Contact Center Night Shift (Temp to Perm)

Enterprise Client Success Manager

Client and Advisor Experience Associate

Senior Client Advisor - Short Hills

Wealth Client Advisor - Family Office Services Team

Service Advisor

Selling Advisor-Contemporary

Associate, Client Care Advisor

Private Jet Advisor - Upper East Side, Tribeca & the Hamptons, NY

Client Advisor, Part-Time - Hudson Yards

Client Services Executive

Digital Travel Advisor

Client Advisor - New York City

Selling Advisor-Handbags

I want to receive the latest job alert for client advisor in florham park nj

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