Client Service Associate Jobs in New Jersey

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23 New Jersey Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 23
56 Jefferson Ave., 2nd Floor Westwood, NJ 07675 www.ModeraWealth.com Client Service Associate Comprehensive wealth management firm with offices in Atlanta, Boston, Florida, and Northern NJ seeks a Client Service Associate to join its team. Recognized as one of the top Registered Investment Advisors (RIAs) in the country, Modera Wealth Management, LLC is an independent, fee-only firm that provi...
Responsibilities: • Providing Call Support for external clients • Liaise with different internal groups in order to resolve issues • Act in a timely manner with resolving customer queries • Provide assistance to clients with published stock quotes, PIN questions, disbursement requests, payment related history Who we're looking for • Bachelors Degree • Strong communication skills • Experien...
Morgan Stanley Morristown, NJ
Job Number:: 3035170 Posting Date: Sep 29, 2014 Primary Location: Americas-United States of America-New Jersey-Morristown...
Bright Horizons L.P Florham Park, NJ
Client Service Associate Job Number: : 3021096 Posting Date : Apr 4, 2014 Primary Location : Americas-United States of America-New Jersey-Florham Park Education Level : High School Diploma/GED Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account inf...
UBS Financial Services Weehawken, NJ, 07086
A Client Service Associate (CSA) in the Wealth Advice Center (WAC) services clients and provides operational and administrative support to WAC Financial Advisors. The role is critical to efficiently support branch operations and administrative responsibilities, impacting the client experience and operational risk. Key Responsibilities include: • Supporting the daily processing workload generated...
Bright Horizons L.P Morristown, NJ
Client Service Associate Job Number:: 3035170 Posting Date: Sep 29, 2014 Primary Location: Americas-United States of America-New Jersey-Morristown Job: Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn ...
Morgan Stanley Morristown, NJ
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. Knowledge, Skills, and Abilities Excellent written and verbal communication skills. Str...
Stifel Nicolaus Succasunna, NJ, 07876
SUMMARY OF RESPONSIBILITIES Under moderate supervision assists Financial Advisor with the maintenance of customers’ accounts and performs a wide variety of administrative support duties. MAJOR DUTIES Maintains accurate customer account records. Assists in the opening of customer accounts. Processes customer account changes. Provides reports and other information to Financial Advisor as neede...
Technological Proficiency/ Knowledge: Basic navigation skills within the product proprietary systems that support the business -Communication: Effective telephone and writing skills necessary to interact both internally and externally with senior level professionals -Achieving/ Driving Results: Proactively identify problems that may arise for client’s accounts and interface with cross-functional...
Bright Horizons L.P Paramus, NJ
Senior Client Service Associate Job Number:: 3035470 Posting Date: Oct 1, 2014 Primary Location: Americas-United States of America-New Jersey-Paramus Job: Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. DUTIES and RESPONSIBILITIES: · Provide account information to cl...
Morgan Stanley Paramus, NJ
Job Number:: 3035470 Posting Date: Oct 1, 2014 Primary Location: Americas-United States of America-New Jersey-Paramus...
Morgan Stanley Morristown, NJ
Job Number:: 3030721 Posting Date: Jul 23, 2014 Primary Location: Americas-United States of America-New Jersey-Morristown...
Bright Horizons L.P Flemington, NJ
Client Service Associate Job Number: : 3030722 Posting Date : Jul 23, 2014 Primary Location : Americas-United States of America-New Jersey-Flemington Job : Wealth Management Employment Type : Full Time Job Level : Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. ...
Bright Horizons L.P Voorhees, NJ
Complex Service Manager Job Number: : 3013228 Posting Date : Jan 16, 2014 Primary Location : Americas-United States of America-New Jersey-Voorhees Education Level : Bachelor's Degree Job : Wealth Management Employment Type : Full Time Job Level : Professional Description POSITION SUMMARY: The Complex Service Manager will work closely with the Senior Complex Service Manager to supervise o...
Description Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional serv...
Description Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional servi...
The Nielsen Company Ewing, NJ
Company Overview Nielsen is a leading global provider of insights and analytics into what consumers watch and buy. The North American Professional Services team leads and manages all of Nielsen's relationships with consumer-focused manufacturers and retailers. The team includes over 1,600 professionals in the United States and Canada and coordinates all relationships for several hundred clients h...
Client Service Associate $18.50/hour The Client Resolution Specialist will be responsible for providing inbound call support for external clients on the Equity Plan Advisory Services team. Specifically, these inquiries from clients may include or be related to providing published stock quotes, PIN questions, disbursement requests or payment related history, forms assistance, historical informati...
UBS Financial Services Weehawken, NJ, 07086
In the WAC New Financial Advisor Development Program, we prepare you to complete all licensing requirements and provide you with the tools and guidance to successfully transition to a WAC Financial Advisor role. Your job as a New Financial Advisor (NFA) is to prepare and understand how to service and advise clients as a WAC Financial Advisor where you will: • Proactively build relationships with ...
Banfield Pet Hospital Watchung, NJ, 07069
Work Location: Watchung - 0766 - 1515 Route 22 Watchung, 07069-6509 Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager an...

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Customer Service Career Tools

Sales Assistant

Salaries

$16,640.00 - $52,000.00
Typical Salary for Sales Assistant in New Jersey
(610 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
38%
Some College Coursework Completed
25.8%
High School
15.1%
Associates
11.3%
Master's
4%
Certification
2%
(450 Respondents)
Source: Monster.com Careerbenchmarking Tool

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