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Client Associate Jobs in Edison, NJ (NOW HIRING)

Neuberger Berman Group LLC

Client Associate

Manhattan, NY · On-site

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

Neuberger

Client Associate

Manhattan, NY · On-site

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

Wells Fargo

Client Associate

Short Hills, NJ · On-site

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

Nb

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Applicants must be authorized and have the right to work in the country where ...

Neuberger Berman Group LLC

Client Associate

New York, NY · On-site

$80K - $100K/yr

Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Applicants must be authorized and have the right to work in the country where ...

Neuberger Berman

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Applicants must be authorized and have the right to work in the country where ...

UBS

Registered Client Associate

New York, NY · On-site

$75K - $85K/yr

As a Registered Client Associate, you'll play an important role in servicing clients and supporting the business. Your expertise • SIE, Series 7 and 66 licenses • Ideally 2-3 years of experience ...

UBS

Registered Client Associate

Florham Park, NJ · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

Dream Opportunity

Corporate Client Associate

Newark, NJ · On-site

$65K - $85K/yr

We are looking for a Corporate Client Associate to join our remote-first, global team. This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager ...

Dream Opportunity

Corporate Client Associate

Manhattan, NY · On-site

$65K - $85K/yr

We are looking for a Corporate Client Associate to join our remote-first, global team. This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Edison, NJ

Client Associate information

See Edison, NJ salary details

$19.2K

$52.8K

$78.2K

How much do client associate jobs pay per year?

As of Jun 24, 2026, the average yearly pay for client associate in Edison, NJ is $52,761.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $64,200.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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.

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 Edison, NJ? The most popular types of Client jobs in Edison, NJ are:
What are popular job titles related to Client Associate jobs in Edison, NJ? For Client Associate jobs in Edison, NJ, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Edison, NJ look for? The top searched job categories for Client Associate jobs in Edison, NJ are:
What cities near Edison, NJ are hiring for Client Associate jobs? Cities near Edison, NJ with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Edison, NJ as of June 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $52,761 per year, or $25.4 per hour.
Client Associate

Client Associate

Neuberger Berman Group LLC

Manhattan, NY • On-site

$80K - $110K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Position Overview:
The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of contact for high-net-worth clients, delivering hands-on, high-touch administrative and service support across onboarding, account management, and day-to-day client needs. In addition, this individual will serve as a backup equity trader for the team, stepping in to execute trades in a disciplined and responsible manner when the team's primary trader is unavailable. The Associate will partner closely with Portfolio Management, Operations, Compliance, and Business Controls to ensure a seamless and rewarding client experience.
Primary Responsibilities:
  • Serve as a primary service contact for existing and prospective private wealth clients, delivering responsive, high-touch support with strong follow-up and diligent execution
  • Establish new accounts for individual and entity clients, including document preparation, KYC data gathering and review, quality control checks prior to submission, account funding coordination, and information follow-up
  • Process account maintenance requests including: KYC updates (name changes, address changes, personal data updates, and investment objective changes), control and interested party updates, and account feature changes such as check writing, margin, and options
  • Review and process requests for fund disbursements, securities gifting, ACATs, and DTC transfers, ensuring accuracy and timely execution
  • Address client inquiries and service requests promptly; resolve issues in a timely manner and escalate complex matters as appropriate
  • Identify and flag suspicious activity to mitigate risk and prevent potential fraudulent account behavior
  • Provide support for the client online reporting portal (eClient), including initial setup assistance and ongoing general inquiries
  • Fulfill client requests for account documentation, performance reporting, tax documents, and other account-related materials
  • Support subscription document preparation and fulfillment for alternative and private equity investments
  • Maintain accurate client records and activity logs across internal systems
  • Assist with ad hoc projects as assigned by management
  • Serve as a backup equity trader for the team
  • Execute equity trades accurately and responsibly in accordance with portfolio manager direction and firm trading policies and procedures
  • Maintain awareness of open orders, trade status, and settlement activity to ensure continuity of trading operations
  • Develop and maintain working knowledge of the team's equity strategies and client portfolios to support accurate and timely trade execution
Experience & Skills Qualifications:
  • Bachelor's degree required
  • 2+ years of experience required
  • SIE, Series 7 & 66 licenses required or ability to obtain within firm timeline
  • Excellent interpersonal and communication skills, both written and verbal, with the ability to engage professionally and warmly with a diverse, high-net-worth client base
  • Highly organized with exceptional attention to detail and strong follow-through
  • Ability to manage multiple tasks simultaneously and prioritize effectively in a fast-paced, client-driven environment
  • Proficient in Microsoft Word, Excel, and PowerPoint
  • Collaborative, proactive, and service-oriented team player with a high standard of personal accountability
  • Passion for client service and interpersonal engagement, with a natural inclination toward roles that prioritize responsiveness, communication, and relationship management
  • Genuine interest in financial markets and investments
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $80,000-$110,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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