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Associate Client Partner Jobs in Ocean City, NJ (NOW HIRING)

MM International

Treasury Associate

Folsom, NJ · On-site

... banking partners to resolve issues. Requirements 1. Evaluates and determines the daily cash ... for client and its subsidiaries. 4. Verifies monthly records of borrowing and investments with ...

Td

Associate Banker I - Galloway (30 hour)

Galloway, NJ

$21.50 - $26.75/hr

... for client inquiries, issue resolution, and referrals to appropriate partners * Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client ...

New

KOHLS

Part-Time Beauty Advisor - Sephora

Mays Landing, NJ · On-site

$16.95 - $22.05/hr

Build strong client loyalty and influence clients by identifying their needs and suggesting ... and associate discount programs with Kohl's partners), INSURANCE PROGRAMS (Life Insurance for you ...

KOHLS

Part-Time Beauty Advisor - Sephora

Mays Landing, NJ · On-site

$16.95 - $22.05/hr

Build strong client loyalty and influence clients by identifying their needs and suggesting ... and associate discount programs with Kohl's partners), INSURANCE PROGRAMS (Life Insurance for you ...

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All JobsAssociate Client Partner JobsAssociate Client Partner Jobs in Ocean City, NJ

Associate Client Partner information

What is an associate client partner?

An Associate Client Partner is a professional who supports and manages client relationships for a company, often acting as a liaison between the client and internal teams. Their main responsibilities include understanding client needs, facilitating communication, and ensuring the successful delivery of products or services. They also assist in developing strategies to grow client accounts and help resolve any issues that arise. Typically, this role is found in industries like consulting, technology, and marketing, and serves as a stepping stone to more senior client partner positions.

What are the main challenges associate client partners typically face when managing client relationships?

Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.

What are the key skills and qualifications needed to thrive as an associate client partner, and why are they important?

To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.

What is the difference between Associate Client Partner vs Account Manager?

AspectAssociate Client PartnerAccount Manager
Required CredentialsBachelor's degree, experience in client management, industry-specific knowledgeBachelor's degree, customer service or sales experience
Work EnvironmentCollaborates with sales, marketing, and client teams; strategic focusManages client accounts, handles day-to-day client interactions
Employer & Industry UsageUsed in consulting, technology, and professional services firmsCommon across various industries including tech, finance, and retail
Search & Comparison IntentUnderstanding strategic client roles, career progressionManaging client relationships, sales growth

The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.

What does an associate client partner position do?

An Associate Client Partner is responsible for managing client relationships, understanding client needs, and ensuring the delivery of services or solutions that meet those needs. They often coordinate with internal teams, support account growth, and maintain ongoing communication to foster long-term partnerships.

What cities near Ocean City, NJ are hiring for Associate Client Partner jobs?

Cities near Ocean City, NJ with the most Associate Client Partner job openings:

Associate Client Partner jobs near you
Infographic showing various Associate Client Partner job openings in Ocean City, NJ as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, 1% Temporary, and 5% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution.

Registered Financial Client Associate

Northfield, NJ • On-site

Benjamin F Edwards & Co
See more jobs at Benjamin F Edwards & Coexternal

$29.24 - $36.54/hr

Full-time

Re-posted yesterday

Job description

Summary:

Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client service, account research, completing paperwork, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.
 

Essential Duties & Responsibilities:

  • Provide client service and support related to check requests, deposits, wiring funds, record-keeping and adjustments.
  • Provide quotes and other account-related information to assist clients.
  • Accept and enter orders from clients and/or on behalf of the Financial Advisor (s).
  • Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients. 
  • Interacts daily on the phone and in person with clients handling basic inquiries and scheduling appointments.
  • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
  • Create, prepare and review daily client reports for Financial Advisor(s)
  • Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc. 
  • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars. 
  • Maintain files in accordance with firm and regulatory guidelines. 
  • Perform various administrative tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests. 
  • Perform administrative duties as required by the Financial Advisor(s) or Branch Manager.
  • Provide backup support as required to other branch support personnel.
  • Perform other related duties as assigned.


Qualifications:

  • Proficient experience with Microsoft Office Suite and ability to learn other software and technology.
  • Detail oriented and able to manage a variety of tasks.
  • Ability to organize, prioritize and manage multiple tasks in a fast-paced, evolving environment.
  • Team player with the ability to collaborate with others.
  • Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.
  • Exercise discretion in handling confidential information.

 

Education and/or Work Experience:

  • Minimum Required: Bachelor’s Degree required or equivalent work experience.
  • Minimum required: 2+ years work experience in financial services experience.

 

Licenses/Registration:

  • Minimum required: Series 7 and Series 63/65 or Series 66.


Pay Range 

  • Between $29.24 to $36.54 per hour


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