Top 13 Finance coordinator Jobs in New Jersey

Client Experience & Operations Coordinator (Financial Services)
E H —Hackensack, NJ
- $25.76 - $31.02 an hour
- Part-time
- Hybrid work
- Background check
- Google Workspace
- Mid-level
- Opportunities for advancement
Quick Apply
Trust Coordinator
Planned Lifetime Assistance Network of New Jersey (PLAN|NJ) —Green Brook Township, NJ
- $20 - $23 an hour
- Full-time
- Background check
- Experience working with individuals with disabilities
- Customer service
- Health savings account
- Health insurance
Quick Apply
Patient Financial Coordinator
Confidental Company —Tinton Falls, NJ
- $23 - $25 an hour
- Full-time
- Medical office experience
- Mid-level
- High school diploma or GED
- Health insurance
- 401(k)
Quick Apply
Business Manager/Post-Award Grant Coordinator
New Jersey Institute of Technology —Newark, NJ
- $66,844.56 - $124,923.48 a year
- Full-time
- Mid-level
- Office
- Residential
- Travel reimbursement
Patient Financial Coordinator
IVI RMA North America —Basking Ridge, NJ
- $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- COVID-19 protective measures
- AD&D insurance
Quick Apply
4d
Financial Coordinator
EASTERN DENTAL —Clifton, NJ
- $24 - $25 an hour
- Dental office
- Mid-level
- Organizational skills
Quick Apply
8d
Financial Coordinator
BBDC DENTAL PC —River Vale, NJ
- $25 - $30 an hour
- Full-time
- Dental office
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
4d
State Financial Aid Coordinator
Passaic County Community College —Paterson, NJ
- $50,000 a year
- Overtime
- Background check
- Spanish
- High school
- Free parking
- Commuter assistance
Quick Apply
Administrative & Finance Coordinator
Hydraulics & Production LLc —Dover, NJ
- From $24 an hour
- Overtime
- Spanish
- English
- Mid-level
Quick Apply
11d
Dental Office Front Desk/Insurance & Financial Coordinator
LIV ENDODONTICS LLC —Livingston, NJ
- $17 - $25 an hour
- Urgently hiring
- Dental office
- Mid-level
- 3 years
- 401(k)
- Paid time off
Quick Apply
dental Financial Coordinator/Receptionist
Bogota Dental Center PC —Totowa, NJ
- $20 - $28 an hour
- 8 hour shift
- Spanish
- Dental office
- Computer literacy
- Health insurance
- 401(k)
Quick Apply
Student Accounts and Financial Aid Compliance Coordinator
Prestige Career Institute —Toms River, NJ
- From $21 an hour
- Part-time
- Bilingual
- Background check
- Research
- Tuition reimbursement
- Paid time off
Quick Apply
Dental Billing/ Financial Coordinator
Complete Dental Works —West New York, NJ
- $22 - $28 an hour
- Full-time
- Spanish
- Dental office
- Medical office experience
- Health insurance
- Dental insurance
Quick Apply
1d

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Client Experience & Operations Coordinator (Financial Services)

E H
Hackensack, NJ

Quick Apply

Job Details

Part-time | Full-time
$25.76 - $31.02 an hour

Benefits

Opportunities for advancement

Qualifications

Intake
Client inquiry handling
Attention to detail
CRM system proficiency
Client interaction via phone calls

Full Job Description

Location: NJ (Hybrid/On-site to be determined)

Employment Type: Full-Time (Part-Time may be considered for the right candidate)

About RPF

RPF is a boutique financial services firm dedicated to helping individuals, families, and business owners make informed decisions that protect what matters most. Our work is built on three guiding principles:

Clarity. Strategy. Legacy.

We believe exceptional client service begins long before recommendations are made. Every interaction should reflect professionalism, integrity, responsiveness, and genuine care.

As we continue to grow, we are seeking a highly organized and service-oriented Client Experience & Operations Coordinator to become the operational cornerstone of our firm.

This position is ideal for someone who enjoys creating exceptional client experiences, thrives in an organized environment, and wants to grow with a company committed to excellence.

Position Summary

The Client Experience & Operations Coordinator is responsible for ensuring that every client interaction is handled with professionalism, efficiency, and attention to detail.

You will serve as the first point of contact for prospective and existing clients while supporting the day-to-day administrative and operational needs of the firm.

This role is not a sales position. Instead, you will help create an exceptional client experience while ensuring our internal operations remain organized and efficient.

Primary Responsibilities

Client Experience

Professionally answer incoming telephone calls.
Respond to client inquiries promptly and courteously.
Schedule and confirm appointments.
Welcome clients with warmth and professionalism.
Maintain consistent communication throughout the client experience.
Coordinate appointment reminders and follow-up communications.

Operations & Administration

Create and maintain organized client files.
Request and organize required documentation.
Maintain accurate records and internal tracking.
Assist with internal workflow coordination.
Prepare client correspondence and documentation.
Support leadership with administrative projects.

Office Operations

Maintain organized digital records.
Coordinate office supplies and vendor relationships.
Assist with meeting preparation.
Help improve operational processes and efficiency.
Maintain confidentiality of all client information.

Qualifications

Preferred qualifications include:

Two or more years of experience in:
Financial services
Insurance
Wealth management
Banking
Executive administration
Professional services
Law firms
Medical administration

Equivalent experience in a client-facing professional environment will also be considered.

Desired Skills

We're looking for someone who is:

Highly organized
Detail-oriented
Professional in appearance and communication
Dependable
Resourceful
Calm under pressure
Comfortable learning new technology
Able to prioritize multiple tasks
Committed to maintaining client confidentiality

Technology Experience

Experience with the following is helpful but not required:

Google Workspace
eM Client
Microsoft Office
Calendar scheduling software
CRM or client management software
VoIP phone systems

Training will be provided on our internal systems.

Our Culture

We are building a firm that values:

Professionalism
Integrity
Accountability
Continuous learning
Respect
Excellence in client service

We are looking for someone who wants to grow with us and contribute to building something meaningful over the long term.

Security & Confidentiality

Because we work with confidential financial and insurance information, employment is contingent upon:

Successful background check
Execution of a Confidentiality Agreement (NDA)
Compliance with company technology and information security policies
Commitment to protecting client privacy and confidential information

Compensation & Benefits

Compensation will be competitive and based on experience and qualifications.

As RPF grows, this position offers opportunities for increased responsibility, professional development, and advancement within the organization.

Career Path

This role is designed as the first step in a long-term career with RPF.

Potential advancement opportunities include:

Senior Client Experience Coordinator
Operations Coordinator
Operations Manager
Director of Operations

Why Join RPF?

We're not building a traditional office.

We're building a professional financial services firm where clients receive thoughtful guidance, exceptional service, and long-term support.

If you enjoy helping people, value professionalism, and want to be part of an organization focused on excellence, we'd love to hear from you.

Pay: $25.76 - $31.02 per hour

Work Location: Hybrid remote in Hackensack, NJ 07601

Quick Apply

Refine Your Search

finance coordinator jobs in new jersey

Client Experience & Operations Coordinator (Financial Services)

Trust Coordinator

Patient Financial Coordinator

Business Manager/Post-Award Grant Coordinator

Patient Financial Coordinator

Financial Coordinator

Financial Coordinator

State Financial Aid Coordinator

Administrative & Finance Coordinator

Dental Office Front Desk/Insurance & Financial Coordinator

dental Financial Coordinator/Receptionist

Student Accounts and Financial Aid Compliance Coordinator

Dental Billing/ Financial Coordinator

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