Top 358 Client services associate Jobs in Roseland Nj

Senior Private Client Associate
Perigon Wealth Management —Edison, NJ
- $120,000 - $125,000 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative / Call Center / Client Support
ADP —Florham Park, NJ
- $15.00 - $28.94 an hour
- Overtime
- Hybrid work
- Military
- Writing skills
- In-person
- Wellness program
- Disability insurance
Implementation Specialist I / Client Onboarding
ADP —Florham Park, NJ
- $17.02 - $30.14 an hour
- Overtime
- Hybrid work
- Writing skills
- No experience needed
- In-person
- Wellness program
- Disability insurance
Client Onboarding Associate
Jefferies & Company, Inc. —Jersey City, NJ
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Verizon Client Support Associate
Fairfield Connections —Wayne, NJ
- $980 - $1,450 a week
- Full-time
- Residential
- In-person
- Entry level
Quick Apply
7d
Associate, Client Experience
Thibaut Inc —Union, NJ
- $20.00 - $24.42 an hour
- Full-time
- English
- Office
- High school diploma or GED
- Commuter assistance
- Disability insurance
Quick Apply
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
12d
Corporate Client Associate
Dream Opportunity —Newark, NJ
- $65,000 - $85,000 a year
- Full-time
- Google Workspace
- Writing skills
- Research
Quick Apply
Client Service Associate
Jacobs Levy Equity Management —Florham Park, NJ
- $80,000 - $110,000 a year
- Email
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Health insurance
Registered Client Service Associate
Morgan Stanley —Morristown, NJ
- $31,200 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Services Associate
Medicare Rights Center —New York, NY
- $45,000 - $50,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
11d
Strategic Client Executive - Blues
Zelis —New Jersey
- $127,000 - $160,550 a year
- Full-time
- Public speaking
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
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
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 Engagement Senior Associate, Tax Operations
Crowe —Livingston, NJ
- $21.75 - $44.50 an hour
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- US work authorization
Quick Apply
7d
Client Engagement Senior Associate, Tax Operations
Crowe —New York, NY
- $21.75 - $44.50 an hour
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- US work authorization
Quick Apply
7d
Client Relationship Lead
Neiman Marcus —Short Hills, NJ
- $22.03 - $27.54 an hour
- Weekends as needed
- Mid-level
- Bachelor's degree
- Communication skills
- Disability insurance
- Health insurance
Client Success Associate
Onshore —New York, NY
- $100,000 - $120,000 a year
- Monday to Friday
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
Quick Apply
Client Support Specialist
ADP —Parsippany-Troy Hills, NJ
- Overtime
- Spanish
- Military
- Writing skills
- Wellness program
- Disability insurance
14h
Client Onboarding & Documentation Business Manager - Associate
JPMorganChase —Jersey City, NJ
- $83,600 - $115,000 a year
- Full-time
- 5 years
- Word processing
- Office
- Health insurance
- Tuition reimbursement
20h

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Senior Private Client Associate

Perigon Wealth Management
Edison, NJ

Quick Apply

Job Details

Full-time
$120,000 - $125,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

DocuSign
Investment management software
Process improvement
Research
Managing clients in a customer support role
Attention to detail
Client services
Investment account customer support
E-signature software
CRM system proficiency
Account management

Full Job Description

The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks. Candidates will be interacting directly with Private Wealth Advisors, and as such, professional communication, attention to detail, and white-glove client service skills are of the highest importance for this role. The Private Client Associate will have direct interaction with clients.

The Private Client Associate will be responsible for understanding the firm policies, as well as the operating procedures of our custodian partners (Schwab, Fidelity, Pershing, SEI). They will need to have a high level of technology acumen to navigate Perigon’s internal and custodial processes.

This position is hybrid in Edison, NJ (Tuesday, Wednesday, Thursday in office)

COMPANY OVERVIEW

Perigon Wealth Management is a fast-growing, advisor-led Registered Investment Advisor (RIA) serving clients across the U.S. The firm employs over a hundred and fifty associates across 20+ office locations and has client assets under management (AUM) exceeding $11 billion. We operate with the belief that growth happens through meaningful relationships, thoughtful planning, and an experience that feels personal, not transactional.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

● Maintain client relationships

● Protect Privacy and Confidentiality of Client Information and Data

● Work within the firm’s processes to ensure client needs are met

● Process client requests and inquiries with a high level of accuracy

● Ensure key client and account information is accurate and up to date

● Open new accounts, initiate account transfers & rollovers

● Onboard new clients and/or client accounts: collect client data, process account paperwork

● Process money movement requests

● Input data within Portfolio Management Software for client billing

● Maintain client data within CRM

● Prepare advisors and clients for quarterly & annual meetings

● Schedule and coordinate meetings with Financial Advisors and other firm personnel as needed

● Conduct limited research projects and project-based requests by advisors and firm leadership

● Participate in local firm initiatives organized by local firm leadership

● Identify internal process improvements

Minimum Qualifications (Knowledge, Skills, and Abilities)

● Minimum 7 years’ experience in a client service background with significant work history within a wealth management, asset manager, insurance company, bank or related industry (RIA Experience Preferred)

● Excellent written and verbal communications skills

● Experience working with custodial platforms (Fidelity, Schwab, Pershing, SEI)

● Working knowledge of Portfolio Management Software, CRM, DocuSign and Cloud Storage

● Experience with Orion, Emoney, and Salesforce preferred

● Recognizes and respects the importance and reasons for adhering to policies and procedures

● Operates with a clear understanding of when to act independently and when to escalate

● for others’ involvement

● Takes ownership of initiatives and continues to move forward in the face of challenges

● Honors commitments, assumes responsibility and takes ownership

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as applicable.

Know Your Rights Poster-
https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act

The Employee Polygraph Protection Act (EPPA)-

https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act

The Family and Medical Leave Act (FMLA) Poster -

https://www.dol.gov/agencies/whd/posters/fmla

Job Type: Full-time

Pay: $120,000.00 - $125,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

Fidelity: 1 year (Required)
Charles Schwab: 1 year (Required)

Ability to Commute:

Edison, NJ 08837 (Required)

Work Location: Hybrid remote in Edison, NJ 08837

Quick Apply

Refine Your Search

client services associate jobs in roseland nj

Senior Private Client Associate

Customer Service Representative / Call Center / Client Support

Implementation Specialist I / Client Onboarding

Client Onboarding Associate

Verizon Client Support Associate

Associate, Client Experience

Client Success Associate

Corporate Client Associate

Client Service Associate

Registered Client Service Associate

Client Services Associate

Strategic Client Executive - Blues

Client Service Supervisor- Office Services

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

Client Engagement Senior Associate, Tax Operations

Client Engagement Senior Associate, Tax Operations

Client Relationship Lead

Client Success Associate

Client Support Specialist

Client Onboarding & Documentation Business Manager - Associate

I want to receive the latest job alert for client services associate in roseland nj

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