Client Service Associate Jobs in New Jersey

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24 New Jersey Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 24
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...
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 ...
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...
Morgan Stanley Morristown, NJ
Job Number:: 3035170 Posting Date: Sep 29, 2014 Primary Location: Americas-United States of America-New Jersey-Morristown...
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...
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. ...
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...
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...
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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