Client Service Associate Jobs in New Jersey

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33 New Jersey Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 33
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...
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 ...
Client Service Associate This is an opportunity for an individual with a high aptitude for attention to detail who is interested in pursuing a longer-term career opportunity with a growing Investment Management firm located in Summit, NJ.​ Some of the day-to-day functions will include: Act as liaison between Portfolio Management, Operations, Client Service, and Marketing staff Interface with c...
Marten Transport Stanhope, NJ
Company DescriptionJuno Search Partners is a boutique search firm, specializing in the placement of Administrative Support Staff, Human Resources, Accounting and Finance Professionals.Job DescriptionOur client, a professional services firm in King of Prussia, is seeking a Client Services Associate to support the firm’s Principals. The Client Services Associate will be responsible for assisting wit...
Robert Half Parsippany, NJ
Description A rapidly expanding financial firm located in Parsippany, NJ has an excellent opportunity for a Client Service Associate. The Client Service Associate is responsible for handling insurance underwriting, clerical work, and various financial projects as needed by management. OfficeTeam is a division of Robert Half International (NYSE: RHI) and specializes in the full time placement adm...
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...
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 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...
BNY MELLON Jersey City, NJ
Client Service Associate III (Job Number: 1410338) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more ...
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. ...
RESPONSIBILITIES: A Kforce client is looking for for Client Service Associates for a 3 month assignment in Weehawken, NJ. Inbound call center agent. Rep will take password and general web site navigation calls. REQUIREMENTS: Call Center/ Customer Service experience a plus...
RESPONSIBILITIES: Kforce has a client seeking a Client Service Associate to join their team in Weehawken, NJ. This resource will interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. Major Job Duties and Responsibilities: Respond to inquiries from branches/clients regarding the account opening and maintenance pr...
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...

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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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