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Client Associate Jobs in Edison, NJ (NOW HIRING)

UBS

Registered Client Service Associate

Florham Park, NJ · On-site

$75K - $85K/yr

Does financial data excite you? We're looking for a Registered Client Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand the ...

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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.

Registered Private Client Associate - Hackensack, NJ

janney

Montgomery, NJ • On-site

$50K - $75K/yr

Other

Medical, Dental, Life, Retirement, PTO

Posted 9 days ago

Job description

The Registered Private Client Associate will provide administrative, client, and marketing support to The Croonquist Group to enhance and grow their business with a strong focus on financial and retirement planning.  Roles and responsibilities may vary depending upon the team structure. This individual demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence.  This individual will possess a Series 7, 63 and 65, or 66 licenses.    

 

Responsibilities:

  • Work independently with all home office departments to service the clients’ requests.
  • Assist FAs in the ongoing development and maintenance of effective client relationships. 
  • Be knowledgeable of products and technology and comply with all rules and regulations of the firm, as well as the various regulatory agencies.  Anticipate potential issues and or problems and alert respective FA and/or Branch Management as necessary.
  • Be knowledgeable of all firm technology necessary to provide quick responses to client and FA inquiries and also assist in helping train other Private Client Associates.
  • Compose effective client correspondence in accordance with established policies and procedures. 
  • Assist FAs in organizing and implementing productivity based campaigns.
  • Coordinate marketing efforts through the marketing department (e.g., for local advertising).
  • Interface effectively with home office departments and branch associates.
  • Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Ensure continuous telephone coverage.
  • Perform other duties as required that contribute to the overall effectiveness of the branch office and individual FAs.  May also perform some operations responsibilities for the entire branch in small branch offices.     
  • Work closely with their FA to understand the clients’ investments objectives, their financial situation and their tolerance of risk.
  • Keep assigned FAs informed of all pertinent information and activity related to client accounts and transactions, including issues related to client suitability.
  • May accept client orders and complete their requests in clients’ accounts on behalf of their FA.

What you have:

  • High School Diploma; Associate’s or Bachelor’s degree preferred
  • Series 7, 63 and 65, or 66 required; or the licenses must be obtained within 12 months of hire
  • Excellent customer service skills
  • Computer skills in Word, Excel, PowerPoint and Outlook
  • Able to work effectively in a fast paced, deadline oriented environment 
  • Strong attention to detail
  • Able to work effectively as part of a team
  • High ethical standards

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.  Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

 The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k).  The salary range for this position will be $50,000 to $75,000Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

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