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Client Associate Jobs in Long Branch, NJ (NOW HIRING)

Wealth Senior Client Associate

New York, NY ยท 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 ...

Wealth Senior Client Associate

New York, NY ยท 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 ...

Associate, Client Advisory

New York, NY ยท 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 ...

Associate, Client Advisory

New York, NY ยท 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 ...

Client Relations Associate

New York, NY

$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 ...

As a Client Services Associate, you will project manage major marketing, communications, and digital advertising campaigns on behalf of some of the country's most prominent companies, trade ...

As a Client Services Associate, you will project manage major marketing, communications, and digital advertising campaigns on behalf of some of the country's most prominent companies, trade ...

Showing results 41-60

Client Associate information

See Long Branch, NJ salary details

$18.3K

$50.4K

$74.6K

How much do client associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client associate in Long Branch, NJ is $50,365.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $61,300.00 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 Long Branch, NJ?

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

What job categories do people searching Client Associate jobs in Long Branch, NJ look for?

The top searched job categories for Client Associate jobs in Long Branch, NJ are:

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

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

Infographic showing various Client Associate job openings in Long Branch, NJ as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 10% Part Time, 1% Temporary, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $50,365 per year, or $24.2 per hour.

Registered Private Client Associate - Midtown, NY

Janney Montgomery Scott LLC

New York, NY โ€ข On-site

$65K - $75K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 12 hours ago


Job description

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.
As a Registered Private Client Associate, you will play an integral role in supporting Financial Advisors while delivering a high-quality, relationship-driven client experience. You'll gain hands-on exposure to wealth management, client service, and financial planning.
This is an excellent opportunity to join a high-performing team and build a long-term career in wealth management.
What you are good at
Customer Service - Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
Communication - Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
Building Relationships - Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.
What you have
Requirements:
  • High School diploma
  • At least 1 year of relevant experience
  • Series 7, 63 and 65, or 66
  • Excellent customer service skills
  • Proficient 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

Why work for us?
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 Workยฎ 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 $65,000 to $75,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.