Top 740 Finance operations occupations Jobs in Summit, Nj

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
Senior Specialist, ACH Risk
Valley National Bank —Clifton, NJ
- $23.75 - $39.62 an hour
- 5 years
- Finance
- High school diploma or GED
Quick Apply
Loan Operations Officer
MJ Boyd Consulting —New York, NY
- $75,000 - $90,000 a year
- 5 years
- Bachelor of Science
- English
Quick Apply
4d
Bank KYC Analyst -Japanese Bilingual
PASONA N A, INC. —New York, NY
- $85,000 - $100,000 a year
- Email
- Hybrid work
- Writing skills
- English
- Mid-level
Deputy BSA Officer
MJ Boyd Consulting —New York, NY
- $120,000 - $150,000 a year
- Office
- Analysis skills
- Bachelor's degree
Quick Apply
Assistant Vice President or Vice President, Principal Finance Operations
Macquarie Group Limited —New York, NY
- $130,000 - $230,000 a year
- Full-time
- Finance
- 8 years
- Bachelor's degree
- Paid parental leave
- Health savings account
Clearing Officer
MJ Boyd Consulting —New York, NY
- $65,000 - $85,000 a year
- Management
- Bachelor of Science
- Writing skills
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4d
AVP Treasury Operations
MJ Boyd Consulting —New York, NY
- $140,000 - $150,000 a year
- Microsoft Access
- 5 years
- Office
Quick Apply
Fraud Manager
BCB COMMUNITY BANK —Edison, NJ
- $90,000 - $110,000 a year
- Full-time
- Writing skills
- Office
- Bachelor's degree
Quick Apply
Payments & Reporting Specialist
Pyramid Consulting, Inc —Morristown, NJ
- $20.00 - $25.50 an hour
- Urgently hiring
- Bachelor of Science
- Mid-level
- Office
- Free parking
- Health insurance
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Senior Analyst, Regulatory Compliance, Registration and Licensing
Macquarie Group Limited —New York, NY
- $92,000 - $105,000 a year
- Full-time
- Research
- Mid-level
- 2 years
- Paid parental leave
- Health savings account
Manager, Financial Due Diligence
KPMG —New York, NY
- $131,005 - $251,965 a year
- Full-time
- CPA
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Compliance Officer-Deposits and Payment Operations
City National Bank —New York, NY
- $70,000 - $145,000 a year
- 5 years
- Research
- Analysis skills
- Health insurance
- Dental insurance
2d
Regulatory Associate Investment Management
City National Bank —New York, NY
- $92,114 - $156,880 a year
- 7 years
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Senior Trade Finance Operations Analyst - Onsite
Genesis10 —Jersey City, NJ
- Up to $53.51 an hour
- Contract
- 7 years
- Office
- Master's degree
- Commuter assistance
- Health savings account
Quick Apply
13d
Compliance Specialist Senior Wealth Management
City National Bank —New York, NY
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Lead Fiduciary Compliance Specialist
City National Bank —New York, NY
- $175,000 - $225,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
5d
Payment Operations Specialist
Valley National Bank —Clifton, NJ
- $20.53 - $34.23 an hour
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Operations Associate - Cash & Position Reconciliations
Verition Group LLC —New York, NY
- $100,000 - $125,000 a year
- Mid-level
- Office
- 3 years
Quick Apply
12d
AML Investigator I
Valley National Bank —Morristown, NJ
- $62,000 - $103,300 a year
- Microsoft Outlook
- Research
- Mid-level
Quick Apply

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finance operations occupations jobs near summit, nj

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
New York, NY

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Opening bank accounts
Customer communication
Confidential information handling
Managing clients in a customer support role
Series 7
Bachelor's degree
FINRA License
Financial services
Experience practicing in the securities industry

Full Job Description

Registered Client Administrative Manager

Zelniker Dorfman Private Wealth Location: Manhattan, NY

About Zelniker Dorfman Private Wealth

Zelniker Dorfman Private Wealth is a leading wealth management practice dedicated to providing comprehensive financial planning, investment management, and personalized service to high-net-worth individuals, families, business owners, multigenerational households, athletes & entertainers.

Our team is committed to delivering a white-glove client experience through thoughtful advice, operational excellence, proactive communication, and long-term relationship management. We are seeking an experienced, detail-oriented Registered Client Administrative Manager to support our financial advisors and help deliver an outstanding client experience.

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Position Overview

The Registered Client Administrative Manager (CAM) plays a critical role in supporting Financial Advisors and serving as a key point of contact for clients. This individual will oversee many of the operational and administrative functions of the practice while ensuring a seamless client experience.

The ideal candidate is highly organized, proactive, client-focused, and experienced in the wealth management industry. This role requires strong operational knowledge, attention to detail, excellent communication skills, and the ability to manage multiple priorities within a fast-paced environment.

Key Responsibilities:

Client Service & Relationship Management

Serve as a primary point of contact for client service requests and inquiries.
Deliver exceptional service to high-net-worth and ultra-high-net-worth clients.
Maintain accurate and up-to-date client records and documentation.
Proactively follow up on client requests and ensure timely resolution.
Coordinate client communications and appointment scheduling.

Account Administration & Operations

Open and maintain brokerage, advisory, retirement, and trust accounts.
Process account transfers, distributions, deposits, withdrawals, and money movement requests.
Collect and review required documentation for account onboarding and maintenance.
Assist advisors with trade processing and operational support, as permitted by applicable regulations and firm policies.
Ensure all paperwork is properly completed and processed efficiently.

Meeting Preparation & Advisor Support

Prepare meeting agendas, reports, performance reviews, and planning materials.
Coordinate and schedule client meetings, reviews, and follow-up activities.
Manage advisor calendars and assist with business travel arrangements.
Support workflow management and practice efficiency initiatives.

Compliance & Risk Management

Maintain compliance with firm policies and regulatory requirements.
Assist with audits, record retention, and documentation reviews.
Monitor account paperwork and follow-up requirements.
Support regulatory and operational best practices.

Qualifications:

Required

Active FINRA Series 7 license.
Active Series 66 license (or Series 63 and 65).
Minimum 2 years of experience in wealth management, brokerage operations, or financial services.
Strong understanding of account opening, transfers, client service, and operational workflows.
Exceptional organizational and time management skills.
Excellent written and verbal communication skills.
High level of professionalism and discretion when handling confidential client information.

Preferred

Bachelor's degree in Business, Finance, Economics, or related field.
Experience supporting Financial Advisors within a wealth management practice.
Experience working with affluent or high-net-worth clients.
Experience with Raymond James operational systems.
Familiarity with CRM systems, financial planning software, and custodial platforms.

Benefits:

Competitive salary
Performance-based bonus opportunity
401(k)
Health insurance
Dental insurance
Vision insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Paid Time Off (PTO)
Parental Leave
Life Insurance
Employee Assistance Program (EAP)
Professional development opportunities

Work Location:

Manhattan, NY (In-Person)

Job Type: Full-time

Education:

Bachelor's (Preferred)

Experience:

Financial services: 2 years (Preferred)

License/Certification:

Active FINRA Series 7 and 66 (or 63 and 65) Licenses (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance operations occupations jobs in summit, nj

Registered Client Administrative Manager

Senior Specialist, ACH Risk

Loan Operations Officer

Bank KYC Analyst -Japanese Bilingual

Deputy BSA Officer

Assistant Vice President or Vice President, Principal Finance Operations

Clearing Officer

AVP Treasury Operations

Fraud Manager

Payments & Reporting Specialist

Senior Analyst, Regulatory Compliance, Registration and Licensing

Manager, Financial Due Diligence

Compliance Officer-Deposits and Payment Operations

Regulatory Associate Investment Management

Senior Trade Finance Operations Analyst - Onsite

Compliance Specialist Senior Wealth Management

Lead Fiduciary Compliance Specialist

Payment Operations Specialist

Operations Associate - Cash & Position Reconciliations

AML Investigator I

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