Top 396 Client services associate Jobs in Nutley, Nj

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
7d
Associate, Alternatives Distribution and Client Services
Macquarie Group Limited —New York, NY
- $110,000 - $150,000 a year
- Full-time
- 5 years
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
14d
Client Solutions Associate- Outside Sales Entry Level 1-2 years experience
Direct Waste Service —Newark, NJ
- $55,000 - $65,000 a year
- Email
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Bilingual Insurance Sales & Customer Service Representative
Daniella Smolanick Insurance Agency Inc —Bayside, NY
- $42,000 - $200,000 a year
- Full-time
- Bilingual
- Spanish
- Sales
- COVID-19 protective measures
- Paid holidays
Quick Apply
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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Verizon Client Support Associate
Fairfield Connections —Parsippany-Troy Hills, NJ
- $980 - $1,450 a week
- Full-time
- Residential
- In-person
- Entry level
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5h
Sales/Customer Service Representative (Bilingual English/Spanish)
Driving Academy —Wayne, NJ
- $18 - $25 an hour
- Part-time
- Classroom
- Spanish
- Marketing
- Paid holidays
- Health insurance
Quick Apply
Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)
Boston Consulting Group —New York, NY
- $124,800 - $129,000 a year
- Full-time
- Urgent Care
- English
- Mid-level
- Profit sharing
- Paid parental leave
Client Service - Associate II
JPMorganChase —Jersey City, NJ
- $85,500 - $123,000 a year
- Full-time
- Computer literacy
- Mid-level
- 3 years
- Health insurance
- Tuition reimbursement
11d
Client Onboarding Associate / KYC
Mizuho Americas —New York, NY
- $68,000 - $95,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
6d
Client Service Representative
VCA Animal Hospitals —Clifton, NJ
- $17 - $22 an hour
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client Support Specialist-Claims
Raphael and Associates —Rutherford, NJ
- Full-time
- Office
- Administrative experience
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
4d
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
Quick Apply
Private Client Insurance Associate
EPIC Brokers —Summit, NJ
- $33.34 - $41.03 an hour
- Hybrid work
- Computer skills
- Communication skills
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
5d
Client Experience Associate
PNC Financial Services Group —Franklin Lakes, NJ
- $46,150 - $63,050 a year
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
Client and Advisor Experience Associate
EARNED —New York, NY
- $125,000 - $150,000 a year
- Full-time
- Presentation skills
- Bachelor's degree
- Training & development
- Health insurance
- Dental insurance
Client Onboarding - Investment Advisors/Funds Group - Associate
Mizuho Americas —New York, NY
- $77,000 - $105,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
8d
Registered Client Service Associate
Morgan Stanley —Paramus, NJ
- $68,000 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health savings account
- Paid holidays
Financial Advisory - Client Service Associate
Kestra Financial —Morristown, NJ
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
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

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Client Associate - Financial Services

Pronomic Wealth Management
Paramus, NJ

Quick Apply

Job Details

Full-time
$100,000 - $130,000 a year
7 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Retirement plan

Qualifications

Phone communication
Team training
Microsoft Teams
Video conferences (communication methods)

Full Job Description

As a Client Associate within our financial services practice, you play a critical role in supporting financial advisors and helping ensure clients receive excellent service. This role serves as the backbone of the practice, bridging the gap between the financial advisor and their clients by managing administrative tasks, client communications, and operational processes. The team will depend on you to help maintain client relationships by addressing service-related inquiries, processing account transactions, and assisting with meeting preparation.

About Pronomic Wealth Management:

Pronomic Wealth Management offers personalized wealth planning and investment advisory services tailored to help individuals and families achieve their long-term financial goals. Leveraging the resources of Wells Fargo Advisors Financial Network, the practice provides comprehensive solutions including wealth planning, retirement strategies, estate planning strategies, and insurance services, all designed to align with clients' unique life aspirations and financial objectives.

Responsibilities:

Build and maintain professional relationships with clients by assisting them and answering account questions.
Embrace a client-first approach, ensuring compliance, resolving complex issues, and implementing technology solutions, all while maintaining meticulous account records.
Assisting Financial Advisors (“FAs”) with the collection, creation and distribution of investment information.
Scheduling meetings, creating reminders, gathering and inputting data.
Onboarding new clients, including the collection of required documentation and client information and regularly communicating with those clients throughout the process.
Ensuring that key client information and documentation are up-to-date.
Answering incoming calls.
Facilitate operational tasks with accuracy and timeliness including but not limited to; account onboarding and maintenance, money and security movements, beneficiary updates, processing RMDs, complete trades.
Responding to client and/or administrative issues and demands via phone or written correspondence as appropriate, researching answers as needed.
Engaging in industry training and education programs to maintain current status on policies and procedures.

Required Skills:

Excellent communication with the team via conference/Teams calls, phone, email etc.
Readiness to deliver exceptional service in fast-paced, collaborative environment.
Positive attitude, willingness to engage in various business projects and initiatives.
Ability to assist and train new team members as needed.
You have a sharp eye for opportunity and a quick mind that sees ways to uniquely solve problems all the while improving systems for the betterment of the team and client.

Qualifications:

Bachelor’s degree in Finance, Business Administration in a related field or equivalent experience is desired.
Series 7 and 66 (or 63/65) licenses preferred
Team player, eager to collaborate with others.
Strong computer skills and knowledge of Microsoft Office products.
Exceptional interpersonal and client service skills.
Strong organizational and analytical skills; process orientated.
Strong written and verbal communication and grammatical skills.
Ability to navigate client concerns, report complaints as appropriate to FA(s) and compliance officer.
Ability to manage a variety of tasks and prioritize individual workload responsibilities.
Ability to work with strict confidentiality requirements, as well as utilize good judgment in the preparation and distribution of confidential information.

Our practice provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Pronomic Wealth Management is a separate entity from WFAFN.

Pay: $100,000.00 - $130,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance
Work from home

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in nutley, nj

Client Associate - Financial Services

Associate, Alternatives Distribution and Client Services

Client Solutions Associate- Outside Sales Entry Level 1-2 years experience

Bilingual Insurance Sales & Customer Service Representative

Client Service Supervisor- Office Services

Verizon Client Support Associate

Sales/Customer Service Representative (Bilingual English/Spanish)

Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)

Client Service - Associate II

Client Onboarding Associate / KYC

Client Service Representative

Client Support Specialist-Claims

Client Success Associate

Private Client Insurance Associate

Client Experience Associate

Client and Advisor Experience Associate

Client Onboarding - Investment Advisors/Funds Group - Associate

Registered Client Service Associate

Financial Advisory - Client Service Associate

Client Service Associate (No License Required

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