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
Client Service Officer II – Family Office Services Team
Peapack Private Bank & Trust —Morristown, NJ
- $72,653 - $98,816 a year
- 5 years
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
6d
Client Advisor - New Jersey Metro
Louis Vuitton —Short Hills, NJ
- $25 - $32 an hour
- Mid-level
- Commercial
- Disability insurance
- Health insurance
Associate General Counsel (Sales Commercial Counsel)
Zelis —Morristown, NJ
- $153,000 - $193,800 a year
- Full-time
- HIPAA
- Office
- Analysis skills
- Paid holidays
- Disability insurance
Tax Professional – Retail
Intuit —Morristown, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Professional - TurboTax Store
Intuit —Morristown, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Preparer – In-Store
Intuit —Morristown, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Neiman Marcus Short Hills Selling Advisor-Commission Based Role $15.92/hour
Neiman Marcus —Short Hills, NJ
- From $15.92 an hour
- Part-time
- Customer service
- High school diploma or GED
- In-person
- Disability insurance
- Health insurance
14d
Senior Investment Management and Financial Planning Strategist (Non-Client Facing)
Pascarella Wealth Partners LLC —Parsippany-Troy Hills, NJ
- $130,000 - $200,000 a year
- Full-time
- Background check
- 7 years
- Microsoft Excel
- Disability insurance
- Health insurance
Quick Apply
1d
Tax Professional - TurboTax Store
Intuit —Paramus, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Tax Professional - TurboTax Store
Intuit —Newark, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
6d
Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)
Certified Financial Services, LLC —Paramus, NJ
- $24,000 - $750,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Health insurance
- Dental insurance
Quick Apply
Insurance Account Representative
Daryl Laglia, State Farm Agency —Cedar Grove, NJ
- $45,000 - $60,000 a year
- Full-time
- Office
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Tax Accountant – Retail Location
Intuit —Morristown, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
14d
Tax Accountant - In-Store
Intuit —Morristown, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
14d
Retail Tax Expert
Intuit —Morristown, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
14d
Tax Expert - TurboTax Store (New York)
Intuit —Morristown, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
14d
Licensed Tax Accountant – In-Store
Intuit —Morristown, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
14d
Senior Tax Expert – Retail
Intuit —Morristown, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
14d
Client Care Liaison
Alvita Home Care —Union County, NJ
- $90,000 - $105,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Mid-level
- Marketing
- Health insurance
- Dental insurance
Quick Apply

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client advisor jobs near rockaway, nj

Client Service Associate (No License Required

Hennion & Walsh Inc -
Parsippany-Troy Hills, NJ

Quick Apply

Job Details

$45,000 - $60,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
401(k) matching

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
Word embeddings

Full Job Description

Position Overview

Hennion & Walsh is seeking a motivated and detail-oriented Client Service Associate to join our growing ﬁnancial services team. This role is ideal for someone looking to build a long-term career in wealth management and client service within a collaborative, team-oriented environment.

The Client Service Associate will work closely with ﬁnancial advisors and fellow service team members to support clients with account servicing, operational requests, paperwork processing, and day-to-day client communications. No securities licenses are required for this role.

Position Key Responsibilities

Support ﬁnancial advisors and clients with account servicing and operational requests
Process asset transfers, money movement requests, account paperwork, and estate documentation
Answer inbound client service calls and respond to account-related inquiries professionally and promptly
Prepare and distribute account documents, forms, and new account packages
Maintain accurate client records and assist with account maintenance updates
Process incoming and outgoing mail and assist with administrative tasks as needed
Collaborate closely with internal departments and service team members to ensure a seamless client experience
Prioritize multiple tasks in a fast-paced oﬃce environment while maintaining strong attention to detail

Position Must Haves

Strong communication and interpersonal skills
Excellent organizational skills and attention to detail
Professional, positive, and team-oriented attitude
Ability to multitask and manage responsibilities eﬃciently

Page Break

Proﬁciency in Microsoft Oﬃce (Word, Excel, Outlook)
Strong work ethic and willingness to learn
Bachelor’s Degree preferred
1–3 years of client service, administrative, banking, or ﬁnancial services experience preferred

Position Preferences (if applicable)

Prior experience working in a ﬁnancial services, banking, insurance, or wealth management environment
Experience handling client accounts, operational processing, or ﬁnancial paperwork
Interest in long-term career growth within the ﬁnancial services industry

Beneﬁts

Competitive compensation
Full medical and dental beneﬁts
401(k) plan with company match
Paid time oﬀ and holidays
Supportive and collaborative team environment
Opportunity for career growth within a growing ﬁnancial services ﬁrm
Training and mentorship from experienced professionals

The base salary range for this position is $45,000-$60,000 per year. Please note this role requires in-person attendance.

Placement in the range will vary based on job responsibilities and scope, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and beneﬁts including health beneﬁts, 401(k) plan and paid time oﬀ.

Join us at Hennion & Walsh, where your dedication, skills, and passion for client service will be recognized and rewarded. Apply now and be a part of our success story!

Quick Apply

Refine Your Search

client advisor jobs in rockaway, nj

Client Service Associate (No License Required

Client Service Officer II – Family Office Services Team

Client Advisor - New Jersey Metro

Associate General Counsel (Sales Commercial Counsel)

Tax Professional – Retail

Tax Professional - TurboTax Store

Tax Preparer – In-Store

Neiman Marcus Short Hills Selling Advisor-Commission Based Role $15.92/hour

Senior Investment Management and Financial Planning Strategist (Non-Client Facing)

Tax Professional - TurboTax Store

Tax Professional - TurboTax Store

Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)

Insurance Account Representative

Tax Accountant – Retail Location

Tax Accountant - In-Store

Retail Tax Expert

Tax Expert - TurboTax Store (New York)

Licensed Tax Accountant – In-Store

Senior Tax Expert – Retail

Client Care Liaison

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