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Client Associate Jobs in New Jersey (NOW HIRING)

EPIC Brokers

Private Client Insurance Associate

Summit, NJ · On-site

$33.34 - $41.03/hr

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...

Harding Loevner

Client Relations Associate

Bridgewater, NJ · On-site

$85K - $95K/yr

Client Relations Associate Harding Loevner seeks a Client Relations Associate to join its Client Relations team responsible for managing and expanding relationships with financial intermediaries and ...

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Client Associate information

See New Jersey salary details

$18.8K

$51.7K

$76.6K

How much do client associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client associate in New Jersey is $51,741.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $62,900.00 per year, depending on experience, location, and employer.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in New Jersey?

The most popular types of Client jobs in New Jersey are:

What are popular job titles related to Client Associate jobs in New Jersey?

For Client Associate jobs in New Jersey, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in New Jersey look for?

The top searched job categories for Client Associate jobs in New Jersey are:

What cities in New Jersey are hiring for Client Associate jobs?

Cities in New Jersey with the most Client Associate job openings:

What are popular job titles related to Client Associate jobs in NJ?

For Client Associate jobs in NJ, the most frequently searched job titles are:

Client Associate jobs near you
Infographic showing various Client Associate job openings in New Jersey as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $51,741 per year, or $24.9 per hour.

Private Client Insurance Associate

EPIC Brokers

Jersey City, NJ • On-site

$33.34 - $41.03/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
JOB OVERVIEW:
The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients.
RESPONSIBILITES:
  • Work as a team with Private Client Relationship Managers, producers, sales support, and other team members to meet the needs of our Private Client customers by assisting with account reviews, quoting, billing inquiries, and other tasks as needed.
  • Field and respond promptly to client inquiries via, phone, mail and email in a professional and courteous manner.
  • Develop a strong working knowledge of our carrier's websites and utilize the sites to secure accurate and timely information for our clients.
  • Document all communications with clients and carriers in a prompt manner. Records must reflect the most current status at all times.
  • Comply with all internal procedures and practices while demonstrating the ability to meet service and quality standards.
  • Assume ownership of problems until the resolution is successfully accomplished.
  • Work as a team and contribute to the team effort by openly sharing insurance knowledge.
  • Become a student of the business. Seek insurance knowledge through training and education.

EDUCATION AND EXPERIENCE
  • College graduate or experience equivalent
  • P&C Insurance License required / Can be obtained once hired

SKILLS AND ABILITIES
  • Articulate, strong oral and written communication skills.
  • Strong problem-solving skills.
  • Ability to work independently and within a team environment.
  • Accepts full ownership of issue and follows through to completion.
  • Must be accurate, detailed and thorough.
  • Strong organizational and time management skills.
  • Independent user of technology.

COMPENSATION:
Non-Exempt: The hourly pay range for this position is $33.34 - $41.03 per hour and standard workweeks are 37.5 hours. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.
Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.
WHY EPIC:
EPIC has over 60 offices and 4,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
  • Generous Paid Time off
    • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women's Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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