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Client Associate Jobs in Red Bank, NJ (NOW HIRING)

Nb

Client Associate

New York, NY

The Client Associate will serve as a primary point of contact for high-net-worth clients, delivering high-touch administrative and service support across onboarding, account management, and day-to ...

Neuberger Berman

Client Associate

New York, NY · On-site

The Client Associate will serve as a primary point of contact for high-net-worth clients, delivering high-touch administrative and service support across onboarding, account management, and day-to ...

Neuberger Berman Group LLC

Client Associate

New York, NY · On-site

$80K - $100K/yr

The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of ...

Nb

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of ...

Neuberger Berman

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of ...

UBS

Client Associate

New York, NY · On-site

$65K - $85K/yr

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

UBS

Client Associate

New York, NY · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a 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 ...

UBS

Client Associate

New York, NY · On-site

$55K - $75K/yr

Do you know how to take care of people? We're looking for a 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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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Red Bank, NJ

Client Associate information

See Red Bank, NJ salary details

$19K

$52.3K

$77.5K

How much do client associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for client associate in Red Bank, NJ is $52,302.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,600.00 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 Red Bank, NJ? The most popular types of Client jobs in Red Bank, NJ are:
What job categories do people searching Client Associate jobs in Red Bank, NJ look for? The top searched job categories for Client Associate jobs in Red Bank, NJ are:
What cities near Red Bank, NJ are hiring for Client Associate jobs? Cities near Red Bank, NJ with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Red Bank, NJ as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, 1% Temporary, and 5% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution, with an average salary of $52,302 per year, or $25.1 per hour.

Client Associate

Nb

New York, NY

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

Position Overview:

The Private Wealth Client Associate is a client-facing role supporting the Weiner Team within Neuberger's Private Wealth Management business. The Client Associate will serve as a primary point of contact for high-net-worth clients, delivering high-touch administrative and service support across onboarding, account management, and day-to-day client needs. The Client Associate will also coordinate and prep for Portfolio Manager client and prospect meetings and prepare custom and composite marketing materials. The Client Associate will support Portfolio Managers in efforts to drive inflows and broaden relationships with clients. The Client Associate will partner closely with Portfolio Management, Operations, Compliance, The Trust Department and Business Controls to ensure a seamless and rewarding client experience.

Primary Responsibilities:

  • Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access
  • Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all required documentation
  • Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing insufficient funds for scheduled remittances
  • Execute account maintenance (checks and wires, RMDs, name/address/beneficiary changes, ACAT/DTC transfers, cost updates, client-directed trade orders, and other miscellaneous requests)
  • Prepare correspondence and presentation materials for internal and external clients and prospects, including meetings and account reviews
  • Create, monitor, and update financial and client data reports; compile and distribute daily, monthly, quarterly, and ad hoc oversight reporting
  • Review and process quarterly billing (adding/removing accounts, updating fee schedules, providing invoices, and monitoring receivables)
  • Utilize Salesforce and Outlook to manage client information, track client contact frequency, and record notes and strategy updates from meetings
  • Interact with operations and middle office to resolve account or performance discrepancies; obtain and compile data for reporting

Experience and Skills Qualifications:

  • SIE, Series 7 and Series 66 required
  • 2-4 years of client service or support experience in the financial services industry preferred
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Familiarity with Salesforce and FactSet is a plus
  • Strong interpersonal, client service, and communication skills (written and verbal) and ability to work with a variety of constituents: peers, Portfolio Managers, Wealth Advisors and clients
  • Ability to organize, prioritize, and manage multiple tasks in a fast-paced environment, strong time management, follow-up, and organizational skills
  • Detail-oriented, team-oriented, and able to work independently with minimal supervision
  • Capable of exercising discretion with confidential information
  • Ability to take initiative and meet clear deadlines
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

This position is paid based on production compensation only. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

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