Top 146 Practice advisor Jobs in Lakewood, Nj

Client Service Associate
Mariner Wealth Advisors —Manasquan, NJ
- $65,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Human Resources Managed Services Consultant
PREMIER CONSULTING & INTEGRATION (PCI) —Red Bank, NJ
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Business Administration
Summer Analyst - Practice Management
Rockefeller Capital Management —Township of Hamilton, NJ
- $35 an hour
- Full-time
- Office
- Finance
- Analysis skills
Entry-Level Financial Advisor
Integrated Financial Concepts —Red Bank, NJ
- $60,000 - $100,000 a year
- No experience needed
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
6d
National Corporate Controller
Redefine Management, LLC —Matawan, NJ
- $230,000 - $250,000 a year
- Full-time
- CPA
- 5 years
- System design
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual Red Bank —Red Bank, NJ
- $85,000 - $300,000 a year
- Full-time
- Background check
- Bachelor of Science
- Office
- Health insurance
- Dental insurance
Quick Apply
14d
HR Business Partner
Temco Logistics —New Jersey
- $90,000 - $95,000 a year
- Full-time
- Background check
- Mid-level
- Travel
- Health insurance
- Dental insurance
Quick Apply
Enterprise Account Director
MetTel —Holmdel, NJ
- $130,000 a year
- 7 years
- Bachelor's degree
- Senior level
Quick Apply
Estates Attorney
Robert Half —Brielle, NJ
- $125,000 - $175,000 a year
- 5 years
- Analysis skills
- US work authorization
- Disability insurance
- Dental insurance
Quick Apply
Tax Partner
Career Legal —Ocean, NJ
- From $200,000 a year
- Full-time
- Hybrid work
- CPA
- 11+ years
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Municipal Engineer
Conrad Consulting —Wall Township, NJ
- $100,000 - $150,000 a year
- Full-time
- Construction site
- Analysis skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
6d
Director of Employee Relations
Marquis Health Consulting Services —Township of Brick, NJ
- $150,000 - $170,000 a year
- Full-time
- Organizational skills
- Senior level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
9d
Legal Coordinator
CSI - Law —Township of Wall, NJ
- $22.50 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
(USA) Tire and Battery Service Advisor
Sam's Club —Freehold, NJ
- $21 - $29 an hour
- 18 years or older
- High school
- Merchandising
- Paid jury duty
- Disability insurance
4d
Assistant Director of Operations
McKesson —Robbinsville, NJ
- $98,300 - $163,900 a year
- On call
- Microsoft Excel
- ERP systems
- 3 years
6d
Client Advisor- Red Bank, NJ
Tiffany & Co. —Red Bank, NJ
- $18.79 - $25.42 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
HR Business Partner
FirstEnergy Corp —Holmdel, NJ
- Full-time
- Master's degree
- Bachelor's degree
- Senior level
International Trade Services Specialist Sr. - Letters of Credit
PNC Financial Services Group —East Brunswick, NJ
- $63,000 - $105,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Continuous improvement
- Wellness program
- Health savings account
Supervisor, Utilization Management
Hackensack Meridian Health —Township of Brick, NJ
- From $107,952 a year
- Full-time
- Nursing
- RN License
- Hospital
- Health insurance
- Dental insurance
Client Executive, Transportation & Logistics
EPIC Brokers —Township of Wall, NJ
- $125,000 - $150,000 a year
- Hybrid work
- Business development
- Analysis skills
- Driver's License
- Paid parental leave
- Paid holidays
Quick Apply

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practice advisor jobs near lakewood, nj

Client Service Associate

Mariner Wealth Advisors -
Manasquan, NJ

Apply Now

Job Details

Full-time
$65,000 - $95,000 a year

Qualifications

High school diploma or GED

Full Job Description

Location

Manasquan, NJ

Address

Manasquan, New Jersey

Employment Type

Full time

Location Type

On-site

Department

Wealth

Compensation

Senior CSA$77K – $95K
CSA$65K – $80K

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

Responsibilities

Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
Perform other duties as assigned

Qualifications

High school diploma required; bachelor’s degree preferred
Financial services experience or applicable internship experience
Wealth management experience a plus

Skills and Knowledge

Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
Experience with eMoney a plus
Positive attitude toward client relations to provide exceptional, proactive client service
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Strong verbal and written communication skills are essential to effective client relationships
Highly organized with strong analytical skills
Able to work in a team environment

#LI-MK1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $65K - $95K

Apply Now

Refine Your Search

practice advisor jobs in lakewood, nj

Client Service Associate

Human Resources Managed Services Consultant

Summer Analyst - Practice Management

Entry-Level Financial Advisor

National Corporate Controller

Financial Advisor

HR Business Partner

Enterprise Account Director

Estates Attorney

Tax Partner

Municipal Engineer

Director of Employee Relations

Legal Coordinator

(USA) Tire and Battery Service Advisor

Assistant Director of Operations

Client Advisor- Red Bank, NJ

HR Business Partner

International Trade Services Specialist Sr. - Letters of Credit

Supervisor, Utilization Management

Client Executive, Transportation & Logistics

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