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Client Associate Jobs in Freehold, NJ (NOW HIRING)

M&T Bank

Wealth Senior Client Associate

New York, NY · On-site

$75K - $126K/yr

Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and ...

UBS

Client Associate - Executive Assistant

New York, NY · On-site

$70K - $76K/yr

Your role 1. Calendar & Scheduling Management • Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings. • Anticipate ...

Jordan Park Group

Associate, Client Advisory

New York, NY · On-site

$125K - $150K/yr

Associate, Client Advisory New York, New York Your Role The Client Advisory Team is looking for an Associate to work directly with the senior members of the Team across all areas of the client ...

Man Group

Client Relations Associate

New York, NY · On-site

$43K - $54K/yr

To provide associate level support for the US Sales Team. Specific Responsibilities * Serve as a dedicated point of contact for all day-to-day client inquiries * Maintain CRM system with client ...

Third Bridge Group

Associate, Client Services

New York, NY · On-site

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge

Associate, Client Services

New York, NY · On-site

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge

Associate, Client Services

New York, NY · On-site

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

S&P Global

Client Coverage Associate

New York, NY · On-site

$59K - $100K/yr

Client Coverage Associate The Team: The Chief Client Office Client Coverage group is seeking a motivated and detail-oriented Associate to join the team. The role will entail working closely with our ...

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All JobsClient Associate JobsClient Associate Jobs in Freehold, NJ

Client Associate information

See Freehold, NJ salary details

$18.5K

$51K

$75.6K

How much do client associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client associate in Freehold, NJ is $51,043.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,100.00 and $62,100.00 per year, depending on experience, location, and employer.

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 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.

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 Freehold, NJ? The most popular types of Client jobs in Freehold, NJ are:
What are popular job titles related to Client Associate jobs in Freehold, NJ? For Client Associate jobs in Freehold, NJ, the most frequently searched job titles are:
What cities near Freehold, NJ are hiring for Client Associate jobs? Cities near Freehold, NJ with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Freehold, NJ as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $51,043 per year, or $24.5 per hour.

Wealth Senior Client Associate

M&T Bank

New York, NY • On-site

$75K - $126K/yr

Full-time

Re-posted 11 days ago

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

79th of 170 rated banks

Job description

Overview:
Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves more complex service issues within the team and provides guidance to less experienced team members.
Primary Responsibilities:
  • Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships.
  • Complete new account opening, collect AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) requirements; process related sales reports.
  • Process more complex client transactions such as cash disbursements, money movement, account maintenance, problem resolution and escalation, and other transactions as needed to ensure they are addressed in a timely manner and to the satisfaction of the client.
  • Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved.
  • Utilize knowledge of products, services, internal policies, and procedures as well as external developments to resolve more complex issues and identify process improvements to improve the efficiency of the team.
  • Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Scope of Responsibilities:
The position assists the Wealth Advisor, Wealth Management team, and internal business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct contact with clients and plays a role in their attraction and retention. The position shares their knowledge and experience with less experienced team members and helps identify process improvements to benefit the client experience.
Education and Experience Required:
Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience
Strong customer service skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills
Proficiency with personal computers as well as pertinent word processing, spreadsheet, and presentation software
Experience sharing knowledge and skills with team members
Education and Experience Preferred:
CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) certification
Exposure to and knowledge of the Bank's retail and commercial banking systems
Knowledge of Private Banking products and services
Trust experience
Ability to work independently and in a team-based environment
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $75,900.00 - $126,500.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
New York, New York, United States of America

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