Top 37 Client services associate Jobs in Manasquan 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
Sales & Customer Service Associate
Massage Envy —Sea Girt, NJ
- $16 - $19 an hour
- Part-time
- Clinic
- Math
- Computer skills
- Wellness program
- Health insurance
Quick Apply
Client Service Representative
VCA Animal Hospitals —Allenwood, NJ
- $16 - $19 an hour
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Registered Client Service Associate
Morgan Stanley —Shrewsbury, NJ
- $31,200 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Service Associate
Morgan Stanley —Red Bank, NJ
- $32,900 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Care Coordinator-Home Care- Per Diem
Hackensack Meridian Health —Wall, NJ
- From $20.64 an hour
- Weekends as needed
- Mid-level
- High school diploma or GED
- Home Health
- Travel reimbursement
- Health insurance
Client Service Manager
Mariner Wealth Advisors —Manasquan, NJ
- $93,000 - $112,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Registered Wealth Management Client Associate
Bank of America —Toms River, NJ
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Client Manager
World Insurance Associates LLC —Township of Wall, NJ
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
3d
Personal Lines Client Manager
World Insurance Associates LLC —Township of Wall, NJ
- $66,200 - $81,800 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
3d
Catering Sales & Customer Service
Joe Leone's —Point Pleasant Beach, NJ
- $16.50 - $19.00 an hour
- Part-time
- Sales
- Computer literacy
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Municipal Client Manager
T&M Associates —Toms River, NJ
- $130,000 - $165,000 a year
- Full-time
- Hybrid work
- Civil engineering
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Veterinary Client Service Representative - Toms River, NJ
Veritas Veterinary Partners —Toms River, NJ
- US work authorization
- 1 year
- Communication skills
- Paid parental leave
- Health savings account
Quick Apply
10d

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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

client services associate jobs in manasquan nj

Client Service Associate

Sales & Customer Service Associate

Client Service Representative

Registered Client Service Associate

Client Service Associate

Client Care Coordinator-Home Care- Per Diem

Client Service Manager

Registered Wealth Management Client Associate

Senior Client Manager

Personal Lines Client Manager

Catering Sales & Customer Service

Municipal Client Manager

Veterinary Client Service Representative - Toms River, NJ

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