Top 322 Client services associate Jobs in Lodi, Nj

Registered Private Client Associate - Hackensack, NJ
Janney Montgomery Scott LLC —Hackensack, NJ
- $50,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
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Verizon Client Support Associate
Fairfield Connections —Wayne, NJ
- $980 - $1,450 a week
- Full-time
- Residential
- In-person
- Entry level
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7d
Client Services Associate
Westwood Regional Veterinary Hospital —Westwood, NJ
- $20 - $25 an hour
- Part-time
- Computer literacy
- High school diploma or GED
- Cleaning
- Paid holidays
- Health insurance
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3d
Strategic Client Executive - Blues
Zelis —New Jersey
- $127,000 - $160,550 a year
- Full-time
- Public speaking
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Client Service Supervisor- Office Services
Canon U.S.A., Inc. —New York, NY
- $66,300 - $68,700 a year
- Full-time
- Clean driving record
- Sales
- 5 years
- Profit sharing
- Health insurance
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Associate Business Analyst, Client
Macquarie Group Limited —New York, NY
- $145,000 - $165,000 a year
- Full-time
- Mid-level
- Analysis skills
- 4 years
- Paid parental leave
- Health savings account
Senior Tax Associate – High Net Worth Clients & Family Office Services
Leoforce —New York, NY
- $120,000 - $140,000 a year
- CPA
- 5 years
- Research
- Commuter assistance
- Paid parental leave
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Part-time Office Assistant & Client Services Coordinator
Serviced by Pros Paralegal and Consulting Services —Brooklyn, NY
- $18 an hour
- Part-time
- Microsoft Word
- Background check
- Spanish
- Paid time off
- Employee discount
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Lyric HCM Client Service Consultant III
ADP —Parsippany-Troy Hills, NJ
- $22.79 - $46.30 an hour
- Full-time
- Military
- Research
- In-person
- Wellness program
- Disability insurance
Lyric HCM Client Service Consultant II
ADP —New York, NY
- $19.33 - $39.23 an hour
- Full-time
- Military
- Writing skills
- Research
- Wellness program
- Disability insurance
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —New York, NY
- $142,900 - $301,300 a year
- Full-time
- DevOps
- Bachelor's degree
- Mentoring
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Implementation Specialist I / Client Onboarding
ADP —Florham Park, NJ
- $17.02 - $30.14 an hour
- Overtime
- Hybrid work
- Writing skills
- No experience needed
- In-person
- Wellness program
- Disability insurance
Registered Client Service Associate
Morgan Stanley —Paramus, NJ
- $32,200 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Experience Associate
PNC Financial Services Group —Franklin Lakes, NJ
- $46,150 - $63,050 a year
- Full-time
- Office
- No degree
- In-person
- Wellness program
- Health savings account
Client Onboarding Associate
Jefferies & Company, Inc. —Jersey City, NJ
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
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
13d
Client Success Associate
WebMD —Newark, NJ
- $59,000 - $65,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Continuing education credits
- Commuter assistance
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12d
Sales & Customer Service Associate
Massage Envy —Clifton, NJ
- $16 - $17 an hour
- Choose your own hours
- Clinic
- Math
- Computer skills
- Wellness program
- Health insurance
Customer Service Representative / Call Center / Client Support
ADP —Florham Park, NJ
- $15.00 - $28.94 an hour
- Overtime
- Hybrid work
- Military
- Writing skills
- In-person
- Wellness program
- Disability insurance
Associate Director, Client Services
IQVIA —Wayne, NJ
- $86,000 - $239,500 a year
- Full-time
- Supervising experience
- Bachelor's degree
- Continuous improvement

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Registered Private Client Associate - Hackensack, NJ

Janney Montgomery Scott LLC
Hackensack, NJ

Quick Apply

Job Details

Full-time
$50,000 - $75,000 a year

Benefits

Paid parental leave
Disability insurance
Health insurance
Dental insurance
Paid time off
Parental leave
Professional development assistance
Life insurance
Referral program

Qualifications

High school diploma or GED
Series 7
Series 63

Full Job Description

The Registered Private Client Associate will provide administrative, client, and marketing support to The Croonquist Group to enhance and grow their business with a strong focus on financial and retirement planning. Roles and responsibilities may vary depending upon the team structure. This individual demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will possess a Series 7, 63 and 65, or 66 licenses.

Responsibilities:

Work independently with all home office departments to service the clients’ requests.
Assist FAs in the ongoing development and maintenance of effective client relationships.
Be knowledgeable of products and technology and comply with all rules and regulations of the firm, as well as the various regulatory agencies. Anticipate potential issues and or problems and alert respective FA and/or Branch Management as necessary.
Be knowledgeable of all firm technology necessary to provide quick responses to client and FA inquiries and also assist in helping train other Private Client Associates.
Compose effective client correspondence in accordance with established policies and procedures.
Assist FAs in organizing and implementing productivity based campaigns.
Coordinate marketing efforts through the marketing department (e.g., for local advertising).
Interface effectively with home office departments and branch associates.
Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Ensure continuous telephone coverage.
Perform other duties as required that contribute to the overall effectiveness of the branch office and individual FAs. May also perform some operations responsibilities for the entire branch in small branch offices.
Work closely with their FA to understand the clients’ investments objectives, their financial situation and their tolerance of risk.
Keep assigned FAs informed of all pertinent information and activity related to client accounts and transactions, including issues related to client suitability.
May accept client orders and complete their requests in clients’ accounts on behalf of their FA.

What you have:

High School Diploma; Associate’s or Bachelor’s degree preferred
Series 7, 63 and 65, or 66 required; or the licenses must be obtained within 12 months of hire
Excellent customer service skills
Computer skills in Word, Excel, PowerPoint and Outlook
Able to work effectively in a fast paced, deadline oriented environment
Strong attention to detail
Able to work effectively as part of a team
High ethical standards

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $50,000 to $75,000Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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Refine Your Search

client services associate jobs in lodi, nj

Registered Private Client Associate - Hackensack, NJ

Verizon Client Support Associate

Client Services Associate

Strategic Client Executive - Blues

Client Service Supervisor- Office Services

Associate Business Analyst, Client

Senior Tax Associate – High Net Worth Clients & Family Office Services

Part-time Office Assistant & Client Services Coordinator

Lyric HCM Client Service Consultant III

Lyric HCM Client Service Consultant II

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

Implementation Specialist I / Client Onboarding

Registered Client Service Associate

Client Experience Associate

Client Onboarding Associate

Private Wealth Management Client Service Associate

Client Success Associate

Sales & Customer Service Associate

Customer Service Representative / Call Center / Client Support

Associate Director, Client Services

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