Bonus) Warren NJ Seeking a client service associate with 2+ years of experience to support a senior ... Keeps others on the team informed of status of account administration, retention and projects.
Bonus) Warren NJ Seeking a client service associate with 2+ years of experience to support a senior ... Keeps others on the team informed of status of account administration, retention and projects.
Client Operations Associate
Bridgewater, NJ · On-site
$70K - $75K/yr
Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which ... Up to three years of experience, preferably in portfolio administration * Excellent written and ...
Quick apply
Client Operations Associate
Bridgewater, NJ · On-site
$70K - $75K/yr
Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which ... Up to three years of experience, preferably in portfolio administration * Excellent written and ...
Client Operations Associate
Bridgewater, NJ · On-site
$70K - $75K/yr
Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which ... Up to three years of experience, preferably in portfolio administration * Excellent written and ...
Client Operations Associate
Bridgewater, NJ · On-site
$70K - $75K/yr
Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which ... Up to three years of experience, preferably in portfolio administration * Excellent written and ...
Client Operations Associate
Bridgewater, NJ · On-site
$70K - $75K/yr
Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which ... Up to three years of experience, preferably in portfolio administration * Excellent written and ...
Client Operations Associate
Bridgewater, NJ · On-site
$70K - $75K/yr
Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which ... Up to three years of experience, preferably in portfolio administration * Excellent written and ...
Associate, Client Services
Cranbury, NJ · On-site
... client-focused environment where your contributions are valued. As a Senior Associate in Financial ... Bachelor's degree in Finance, Accounting, Economics, or Business; MBA preferred. * Certifications:
Associate, Client Services
Cranbury, NJ · On-site
... client-focused environment where your contributions are valued. As a Senior Associate in Financial ... Bachelor's degree in Finance, Accounting, Economics, or Business; MBA preferred. * Certifications:
... administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries ... As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
... administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries ... As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
... administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries ... As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
... administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries ... As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Registered Client Services Associate - Brokerage Job Locations US-NJ-Mt Laurel Requisition ID 2026 ... years administration in financial services or sales environment. (Required) 2 or more years ...
Registered Client Services Associate - Brokerage Job Locations US-NJ-Mt Laurel Requisition ID 2026 ... years administration in financial services or sales environment. (Required) 2 or more years ...
Client Solutions Associates
Pennington, NJ · On-site
$14.75 - $20.25/hr
... and administration and sales and marketing. Provides service support for all banking account ... Associate will assume the Client Solutions position servicing inbound client contacts.
Client Solutions Associates
Pennington, NJ · On-site
$14.75 - $20.25/hr
... and administration and sales and marketing. Provides service support for all banking account ... Associate will assume the Client Solutions position servicing inbound client contacts.
Trust & Estates Associate Attorney - Estate Planning, Administration & Probate
Moorestown, NJ · Hybrid
$90K - $115K/yr
Build meaningful, long-term client relationships while helping individuals and families protect ... Mid-level associates are preferred, although more experienced candidates with strong relevant ...
Quick apply
Trust & Estates Associate Attorney - Estate Planning, Administration & Probate
Moorestown, NJ · Hybrid
$90K - $115K/yr
Build meaningful, long-term client relationships while helping individuals and families protect ... Mid-level associates are preferred, although more experienced candidates with strong relevant ...
PGIM - Senior Associate, Client Reporting
Newark, NJ · Hybrid
$120K - $160K/yr
The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary ...
PGIM - Senior Associate, Client Reporting
Newark, NJ · Hybrid
$120K - $160K/yr
The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary ...
PGIM - Senior Associate, Client Reporting
Newark, NJ · On-site
$120K - $160K/yr
The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary ...
PGIM - Senior Associate, Client Reporting
Newark, NJ · On-site
$120K - $160K/yr
The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary ...
PGIM - Senior Associate, Client Reporting
Newark, NJ · On-site
$120K - $160K/yr
The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary ...
PGIM - Senior Associate, Client Reporting
Newark, NJ · On-site
$120K - $160K/yr
The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary ...
PGIM - Senior Associate, Client Reporting
Newark, NJ · Hybrid
$120K - $160K/yr
The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary ...
PGIM - Senior Associate, Client Reporting
Newark, NJ · Hybrid
$120K - $160K/yr
The team works closely with Client Management, Marketing, Portfolio Management, Portfolio Analysis, Performance, Compliance, Operations, Fund Administration, and Technology groups. The primary ...
Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ... years administration in financial services or sales environment. (Required) 2 or more years ...
Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ... years administration in financial services or sales environment. (Required) 2 or more years ...
Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ... years administration in financial services or sales environment. (Required) 2 or more years ...
Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ... years administration in financial services or sales environment. (Required) 2 or more years ...
Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ... years administration in financial services or sales environment. (Required) 2 or more years ...
Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ... years administration in financial services or sales environment. (Required) 2 or more years ...
Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ... years administration in financial services or sales environment. (Required) 2 or more years ...
Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ... years administration in financial services or sales environment. (Required) 2 or more years ...
Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ... years administration in financial services or sales environment. (Required) 2 or more years ...
Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance ... years administration in financial services or sales environment. (Required) 2 or more years ...
Fund Accounting & Administration, Officer
$65K - $106K/yr
Hedge Fund Administration Managers are responsible to direct the day-to-day accounting and ... Associate 2 and Senior Associates * Deliver the highest quality of client service and ensure ...
Fund Accounting & Administration, Officer
$65K - $106K/yr
Hedge Fund Administration Managers are responsible to direct the day-to-day accounting and ... Associate 2 and Senior Associates * Deliver the highest quality of client service and ensure ...
Client Administration Associate information
What cities in New Jersey are hiring for Client Administration Associate jobs?
Cities in New Jersey with the most Client Administration Associate job openings:
Client Services Associate
Warren, NJ
Full-time
Re-posted 7 days ago
Job description
Leading Financial Services Company
Client Service Associate (50K-70K + Disc. Bonus) Warren NJ
Seeking a client service associate with 2+ years of experience to support a senior relationship manager. This position requires someone with strong technical skills, attention to detail, excellent communication skills and the willingness and ability to learn. This position will provide significant exposure to running a full service financial services organization and provide the right candidate with the opportunity to learn and grow within a comprehensive wealth management organization.
Duties and Responsibilities:
- Support senior relationship manager to increase effectiveness by relieving the senior relationship manager of many day-to-day activities.
- Position involves extensive client contact, individual will be involved in all activities interfacing with clients and prospects
- Coordinates information flow among internal departments, clients and others as necessary
- Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas.
- Keeps others on the team informed of status of account administration, retention and projects.
- Communicates work in progress with the financial planner and clients.
- Indentifies and recommends technology/process improvements which may improve overall productivity and client satisfaction
- Assists with the marketing efforts
- Competes special projects as assigned by management.
Qualifications
- Strong communication skills (verbal & written)
- Ability to exercise good judgment by recognizing urgency and prioritizing tasks accordingly
- Able to work independently with strong administrative and problem solving skills
- Team Player - must be able to work across departments and assist in the development and implementation of plans.
- Must have the ability to multi-task and stay focused in a highly visible, fast-paced and team oriented environment.
- Detail oriented
- 2+ years prior experience in a financial service organization
- Bachelor's degree
.
50-70K + bonus
Email [email protected]
About Clark Davis Associates
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Parsippany, NJ, US
Year founded
1987