ZipRecruiter

Log In

1

Client Associate Jobs in Galloway, NJ (NOW HIRING)

H&R Block

Tax Associate

Egg Harbor Township, NJ · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Somers Point, NJ · On-site

$15.90 - $19.70/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Ocean City, NJ · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Galloway, NJ

Client Associate information

See Galloway, NJ salary details

$18.7K

$51.6K

$76.5K

How much do client associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client associate in Galloway, NJ is $51,635.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $62,800.00 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 Galloway, NJ?

The most popular types of Client jobs in Galloway, NJ are:

What cities near Galloway, NJ are hiring for Client Associate jobs?

Cities near Galloway, NJ with the most Client Associate job openings:

Client Associate jobs near you

Financial Client Associate

Benjamin F Edwards & Co

Northfield, NJ • On-site

Full-time

Re-posted 3 days ago

Job description

Financial Client Associate 


Summary

The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client’s needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.

Under direct supervision, the Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, coordinating appointments, implementing marketing and business plans, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.
 

Essential Duties/Responsibilities:

  • Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution. 
  • Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients. 
  • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
  • Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc.
  • Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal.
  • Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests. 
  • Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc. 
  • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars. 
  • Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines. 
  • Perform administrative duties as required by the Financial Advisor(s) or branch manager.
  • Provide backup support as required to other branch support personnel.
  • Perform other related duties as assigned.

 

Qualifications:

  • Proficient experience with Microsoft Office Suite and ability to learn other software and technology. Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus.
  • Professional presence with strong customer service and interpersonal skills experience
  • Detail oriented, excellent organization skills and able to manage a variety of tasks.
  • Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills.
  • Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.
  • Ability to seek new ways to improve processes, suggest new ideas and approaches.
  • Exercise discretion in handling confidential information.
  • Perform other related duties as assigned.

 

Education and/or Work Experience:

  • Minimum Required: Bachelor’s Degree, and/or equivalent work experience 
  • Minimum Required: 1+ year of work experience in client services, preferably within the financial industry.

 

License/Registration:

  • N/A