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Client Associate Jobs in Newark, NJ (NOW HIRING)

UBS

Registered Client Associate

New York, NY · On-site

$75K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and ...

UBS

Registered Client Associate

New York, NY · On-site

$75K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

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See Newark, NJ salary details

$19.3K

$53.3K

$79K

How much do client associate jobs pay per year?

As of May 28, 2026, the average yearly pay for client associate in Newark, NJ is $53,295.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,800.00 and $64,800.00 per year, depending on experience, location, and employer.

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.

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 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.

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 Newark, NJ? The most popular types of Client jobs in Newark, NJ are:
What are popular job titles related to Client Associate jobs in Newark, NJ? For Client Associate jobs in Newark, NJ, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Newark, NJ look for? The top searched job categories for Client Associate jobs in Newark, NJ are:
What cities near Newark, NJ are hiring for Client Associate jobs? Cities near Newark, NJ with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Newark, NJ as of May 2026, with employment types broken down into 1% As Needed, 72% Full Time, 18% Part Time, 1% Temporary, and 8% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $53,295 per year, or $25.6 per hour.

Registered Client Associate

Continuum Advantage LLC

Convent Station, NJ • On-site

$60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Registered Client Associate
Rey Financial Group, located in Short Hills, New Jersey, is seeking a Registered Client Associate (CA) to join their boutique, financial planning family team. Having worked together for many years, the team is seeking someone to complement their existing practice and bring value to the areas they can grow. Pending the individual, there is possibility for growth, including moving into a Junior Financial Advisor role over time. The Registered CA role is a critical, client-facing role, communicating daily with their highly valued clients and their families. The role consists of a mix of roughly 75% client services, and 25% advice-driven work. As a Registered CA, you will support the current Financial Advisors, attend client review meetings, create meeting summaries, follow up on next steps for all priorities, and enhance proactive and reactive client service to include client onboarding and unsolicited trading. Ideal candidates are self-starters with high motivation, possess excellent organization, time management and problem-solving skills. They demonstrate confidence and care when communicating with clients and work well with others in a collaborative environment. Essential Duties and Responsibilities
  • Assist with client servicing, account servicing, unsolicited trading, updating external holdings, quarterly meeting campaigns, and FA action item support.
  • Responsible for ensuring all client needs are promptly and accurately addressed.
  • Review and respond to all phone, mail, and electronic correspondence; promptly address issues and concerns with professionalism and attention to accurate resolution.
  • Responsible for all new account setups, ensuring all documentation is filled out correctly, and proactively address and follow-through on client service requests.
  • Create and maintain client files, prepare client forms and reports from rough drafts and originating correspondence as requested by the firm's Partners.
  • Assist with client meeting scheduling; join meetings with FA's to take notes and build relationships.
  • Marketing assistance re: quarterly client events, social media, and website maintenance/postings, and client birthday acknowledgements.
  • E-Money and Aladdin capabilities to update external assets and build the foundation for financial plans for our clients through these software programs.
  • Estate processing
Required Qualifications
  • Bachelor's degree
  • Series 7 and 66 OR willingness and ability to obtain licenses to support professional growth will be required within specific timeframe.
  • At least 4-5 years of industry experience is preferred; specifically experience in investments, finance, tax preparation, or estate planning. If not industry specific, consideration will be made for executive assistants and high-end customer service experience from other sectors.
Desired Traits
  • Possesses strong work ethics and morals; is driven and motivated to advancing their career through hands on experience and evolving industry knowledge.
  • Excellent oral, written and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor. Bilingual in English/Spanish is a plus.
  • Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail and goal oriented and demonstrates a commitment to accuracy by delivering high quality work.
  • Energetic, eager to learn, team player, collaborative, motivated with ability to work both independently and under direction.
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment; adapts to changes in the work environment, manages competing demands and multiple interruptions.
Compensation and Benefits:
  • Not registered/no experience starts at $60,000 and increases to $75,000 with licensing from 3 months of start date.
  • Registered with industry experience starting at $85,000- $125,000 commensurable with experience.
  • Leading benefits package to include Medical, Dental, Group Term Life Insurance, Voluntary Vision, Short Term Disability, and Long-Term Disability.
  • 401(k) with company match after three months of employment.
  • Generous Vacation structure which supports work life balance, in addition to Paid Sick Time
  • Paid Holidays
  • Employee Assistance Program
  • Set hours, no evenings or requirement to work after hours.

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