Top 4138 Client associate Jobs in Westfield 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
Office Receptionist / Customer Service Representative (Full-Time or Part-Time)
Contractor Direct Windows —Hillside, NJ
- $15.50 - $20.00 an hour
- Part-time
- Bilingual
- Customer service
- Computer literacy
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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
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Client Onboarding Associate
Jefferies & Company, Inc. —Jersey City, NJ
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Associate Attorney - Workers' Compensation
Chartwell Law —New York, NY
- $85,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 2 years
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Personal Injury Associate Attorney
Confidential —New York, NY
- $125,000 - $225,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Health savings account
- 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
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Senior Landlord Tenant Associate Attorney
Griffin Alexander, PC. —Randolph, NJ
- $90,000 - $110,000 a year
- Multiple hires
- Research
- Mid-level
- 3 years
- Health savings account
- Health insurance
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Immigration Attorney Associate
Desh Law —East Rutherford, NJ
- $70,000 - $120,000 a year
- Full-time
- Mid-level
- Organizational skills
- In-person
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Associate Attorney
Buckley Theroux Kline & Cooley, LLC —Princeton, NJ
- $90,000 - $100,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Associate Litigation Attorney
Kerley Walsh Matera Cinquemani PC —Mountainside, NJ
- $90,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
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Condominium Association Associate Attorney
Griffin Alexander, PC. —Randolph, NJ
- $75,000 - $85,000 a year
- Multiple hires
- Writing skills
- Mid-level
- Travel
- Health insurance
- Dental insurance
Quick Apply
Litigation Associate - Lower Manhattan
Kelley Jasons McGowan Spinelli Hanna & Reber, LLP —New York, NY
- $95,000 - $110,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney - Creditors Rights
LOGS Legal Group LLP —New York, NY
- $80,000 - $100,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health savings account
- Paid holidays
Quick Apply
Associate Attorney
William Schwitzer & Associates, P.C. —New York, NY
- $75,000 - $180,000 a year
- Full-time
- Bilingual
- Mid-level
- In-person
Quick Apply
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
Senior Associate - Casualty New York
Foran Glennon Palandech Ponzi & Rudloff PC —New York, NY
- $125,000 - $150,000 a year
- Email
- Hybrid work
- Employment & labor law
- Mid-level
- 3 years
- Profit sharing
- Commuter assistance
Quick Apply
Associate & Trial Counsel Needed
Confidential —Brooklyn, NY
- $120,000 - $190,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Quick Apply
Land Use Associate Attorney
Genuine Search Group —Hackensack, NJ
- $120,000 - $160,000 a year
- Full-time
- Doctoral degree
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Estate Planning Associate (3+ years)
Meister Seelig & Schuster PLLC —New York, NY
- $160,000 - $190,000 a year
- Full-time
- Mid-level
- 3 years
- Organizational skills
- Health savings account
- Health insurance
Quick Apply

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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 associate jobs in westfield nj

Senior Private Client Associate

Office Receptionist / Customer Service Representative (Full-Time or Part-Time)

Associate, Client Experience

Client Onboarding Associate

Associate Attorney - Workers' Compensation

Personal Injury Associate Attorney

Wealth Management Associate

Senior Landlord Tenant Associate Attorney

Immigration Attorney Associate

Associate Attorney

Associate Litigation Attorney

Condominium Association Associate Attorney

Litigation Associate - Lower Manhattan

Associate Attorney - Creditors Rights

Associate Attorney

Strategic Client Executive - Blues

Senior Associate - Casualty New York

Associate & Trial Counsel Needed

Land Use Associate Attorney

Estate Planning Associate (3+ years)

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

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