Top 123 Wealth management client service associate Jobs in New Jersey

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
Client Service Associate
Mariner Wealth Advisors —Manasquan, NJ
- $65,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Client Associate - Financial Services
Pronomic Wealth Management —Paramus, NJ
- $100,000 - $130,000 a year
- Full-time
- Research
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
5d
Account Associate
Prudential —Newark, NJ
- $45,700 - $75,500 a year
- Overtime
- Hybrid work
- Microsoft Outlook
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Registered Client Service Associate
Morgan Stanley —Mt. Laurel Township, NJ
- $33,113 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Service Associate
Morgan Stanley —Mt. Laurel Township, NJ
- $32,900 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Service Manager
Mariner Wealth Advisors —Manasquan, NJ
- $93,000 - $112,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Client Service Associate (No License Required
Hennion & Walsh Inc —Parsippany-Troy Hills, NJ
- $45,000 - $60,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
New York Life Agent/Financial Advisor
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Wall, NJ
- $65,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Accounts Coordinator - Cosmetics and Personal Care
SGS —Fairfield, NJ
- $23 - $30 an hour
- Full-time
- Inventory management
- Mid-level
- Associate's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Professional / Advisor (Training Provided, Unlimited Income Potential)
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Toms River, NJ
- $81,000 - $120,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
- Health savings account
- Health insurance
Quick Apply
10d
Associate Wealth Advisor
Summit Financial, LLC —Parsippany-Troy Hills, NJ
- From $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor
TIAA —Hackensack, NJ
- $80,000 - $95,000 a year
- Online Application
- Research
- Mid-level
- Office
Wealth Management Client Associate
Bank of America —Paramus, NJ
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Private Client Associate
Perigon Wealth Management —Edison, NJ
- Hybrid work
- 7 years
- Research
- Office
5d
Client Associate/Registered Client Associate
Royal Bank of Canada —Princeton, NJ
- $44,000 - $77,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Client Service Associate - Bridgewater, NJ
LPL Financial —Trenton, NJ
- $25.85 - $43.08 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
Senior Client Service Associate
Wealth Enhancement Group —Iselin, NJ
- $70,000 - $84,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Ability to sit for extended periods
- Profit sharing
- Paid parental leave
Client Service Associate
Peak Wealth Partners —Mount Laurel, NJ
- $40,000 - $50,000 a year
- Full-time
- Background check
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
8d

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Private Wealth Management Client Service Associate

Morgan Stanley -
Paramus, NJ

Apply Now

Job Details

Full-time
$68,000 - $90,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Website maintenance
Investment advisory support
Website management
Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
Writing skills
Zoom
Bank transfers
Filing
Money transfers
Team scheduling
Scanning
High school diploma or GED
Managing clients in a customer support role
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Client services
Investment account customer support
Organizational skills
Assisting with digital banking services
Handling account queries
Phone call management
Withdrawals
Marketing

Full Job Description

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
Assist FAs/PWAs/teams in delivering against their business plan and client service model
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with

FAs/PWAs/teams as needed)

Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

New York

Expected base pay rates for the role will be between $68,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

New Jersey

Salary range for the position: $68,000 and $90,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

wealth management client service associate jobs in new jersey

Private Wealth Management Client Service Associate

Client Service Associate

Client Associate - Financial Services

Account Associate

Registered Client Service Associate

Client Service Associate

Client Service Manager

Client Service Associate (No License Required

Wealth Management Associate

New York Life Agent/Financial Advisor

Accounts Coordinator - Cosmetics and Personal Care

Financial Professional / Advisor (Training Provided, Unlimited Income Potential)

Associate Wealth Advisor

Wealth Advisor

Wealth Management Client Associate

Senior Private Client Associate

Client Associate/Registered Client Associate

Client Service Associate - Bridgewater, NJ

Senior Client Service Associate

Client Service Associate

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