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Client Associate Jobs in Mount Laurel, NJ (NOW HIRING)

Ryan, LLC

Client Development Associate

Media, PA · Remote

Award-Winning Culture & Community Outreach We are seeking a proactive and client-focused Client Development Associate to support the full client lifecycle from onboarding new clients to managing ...

New

Ryan, LLC

Client Development Associate

Media, PA · Remote

Award-Winning Culture & Community Outreach We are seeking a proactive and client-focused Client Development Associate to support the full client lifecycle from onboarding new clients to managing ...

New

Ryan Consulting

Client Development Associate

Media, PA · Remote

Award-Winning Culture & Community Outreach We are seeking a proactive and client-focused Client Development Associate to support the full client lifecycle from onboarding new clients to managing ...

New

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Mount Laurel, NJ

Client Associate information

See Mount Laurel, NJ salary details

$18.3K

$50.5K

$74.8K

How much do client associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client associate in Mount Laurel, NJ is $50,471.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $61,400.00 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 popular job titles related to Client Associate jobs in Mount Laurel, NJ? For Client Associate jobs in Mount Laurel, NJ, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Mount Laurel, NJ look for? The top searched job categories for Client Associate jobs in Mount Laurel, NJ are:
What cities near Mount Laurel, NJ are hiring for Client Associate jobs? Cities near Mount Laurel, NJ with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Mount Laurel, 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 $50,471 per year, or $24.3 per hour.

Registered Client Services Associate - Brokerage

Fulton Bank

Mount Laurel, NJ • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Fulton Bank rating

7.9

Company rating: 7.9 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

79th of 170 rated banks

Job description

Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time, hybrid career opportunity based out of our Mount Laurel, NJ location.
Hybrid schedule is 4 days in the office and 1 day work from home following a successful 90 day introductory period.
Core working hours will be 8 am - 4:30 pm, Monday through Friday.
Provides high quality operational support to Financial Advisors and their clients, as well as other team members.
Responsibilities
  • Responsible for the daily administrative operations for assigned Financial Advisor(s).
  • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • Onboards new clients while ensuring all required documentation is complete and accurate and monitors the incoming transfer of new assets.
  • Responsible for assisting clients with paperwork related to account transfers, beneficiary designations, and other maintenance requests. Processes client transactions, such as trades, deposits, and withdrawals, while ensuring compliance with regulatory requirements.
  • Solicits and receives orders for the Financial Advisor(s). May also enter unsolicited trades at the direction of the Financial Advisor.
  • Communicates daily with clients providing trade settlement information, coordinating the payment and delivery of funds, providing portfolio information and other requests.
  • Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including gathering relevant data and creating reports.
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Ensures required client paperwork is current with firm and industry requirements, rules, and regulations.
  • Assists Financial Advisor(s) with marketing efforts including seminars and other client facing events.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
  • Functions as a part of a larger team dedicated to helping achieve Fulton Financial Advisors' overall sales goals.
  • Acts as a mentor, shares knowledge, and offers guidance to others.
  • May participate in client meetings with a Financial Advisor(s) upon request.
Qualifications
Education
Bachelor's Degree or the equivalent experience. Specialty: business, finance or related. (Required)
Experience
5 or more years experience in financial services or sales environment. (Preferred)
3 or more years administration in financial services or sales environment. (Required)
2 or more years experience with investment operations, procedures, and transfers. (Required)
Certifications
SIE (Security Industry Essentials), Series 7, Series 63 (or Series 66). (Required)
Must be able to be affiliated with our Broker Dealer. (Required)
Knowledge, Skills, and Abilities
  • Knowledge of investment industry terminology. (Required)
  • Knowledge of mathematics sufficient to process account and transaction information. (Required)
  • Ability to use appropriate interpersonal styles and communicate effectively both orally and in writing with all organizational levels. (Required)
  • Ability to take initiative and proactively follow up on submitted items to ensure completion, resolve errors questions or concerns. (Required)
  • Ability to identify time sensitive items and assess competing priorities. (Required)
  • Experience with Microsoft Office Suite. (Preferred)
  • Experience with client relationship management (CRM) software, or similar contact management software. (Preferred)

Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The hourly rate for this position is $24.81 - $41.35.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

What Fulton Bank employees say

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About Fulton Bank

Sourced by ZipRecruiter

Fulton Bank, headquartered in Lancaster, PA, US, falls under the financial services industry and operates as a subsidiary of Fulton Financial Corporation. Known for its rich history, the company was founded in 1882 and has since established itself as one of the most trusted community banks in the Mid-Atlantic region. Fulton Bank offers a comprehensive range of financial services, including retail and business banking, wealth management, and investment solutions. The company’s official website is fultonbank.com.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

Lancaster, PA, US

Year founded

1882

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