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

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 ...

Associate, Client Services

New York, NY · On-site

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Client Services Associate

Brooklyn, NY · On-site

$60K - $65K/yr

Client Services Associate Brooklyn Defender Services (BDS) is seeking a Client Services Associate to join our team. BDS is a public defense office representing low-income New Yorkers in criminal ...

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

In the role of Client Solutions Associate you will support multiple life sciences clients through platform implementation, support, and expansion. You will work directly with our client users to ...

Associate, Client Services

New York, NY · On-site

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

A Corporate Banking Associate is a member of a client-facing team within BBVA's Corporate & Investment Banking division. The Associate's primary responsibility is to support Relationship Managers in ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

The Client Development Associate will work as part of the Marketing Team and close with the Sales Team to assist in managing sales activity & pipeline, hunting for new client opportunities, and ...

Client Relations Associate Job Overview Kings Bay Y/JCC Brooklyn is more than just a community space--it's a dynamic hub of connection, empowerment, and inspiration. As a Jewish Community Center with ...

Client Relations Associate

New York, NY · On-site

$80K - $110K/yr

As at 31 March 2026 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 ...

This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and ...

A day in the life of an Associate As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Throughout your workday, you will work on ...

Associate, Client Service, Media Job Location:New York (Hybrid) About the team: Our media effectiveness client service team are experts in understanding the changing media landscape. They help ...

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Showing results 1-20

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 Jun 27, 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.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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.

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 Relations Associate

Man Group

New York, NY

$43K - $54K/yr

Other

Posted 4 days ago


Job description

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 records, activity and pipeline and coordinate all ad hoc requests and ongoing reporting to senior management, including annual business plans and monthly/quarterly review packs
  • Support the US Sales team as required on all projects impacting existing client base and work with various internal stakeholders on strategic initiatives to improve the overall efficacy of the team
  • Manage client onboarding process by providing support and direction for complex investor transactions
  • Coordinate prospect/client portfolio reviews, operational due diligence meetings, RFP and DDQ completion, roadshows, outreach campaigns, annual conferences and client update calls
  • Deliver customized, standardized and ad-hoc reporting to our North American client base
  • Direct ongoing client subscription and redemption process ensuring flows are communicated in a timely and accurate manner
  • Organize and implement new commercial agreements and the ongoing maintenance of these agreements (Intermediary, Rebate, Platform, Custody agreements, etc.)
  • Coordinate client restriction list implementation, trade error notification and side letter attestation process in conjunction with Man Compliance team

Key Competencies

  • Interest across the spectrum of active alternative asset classes, including both systematic and discretionary public equity and fixed income (long-only and hedge funds), managed futures, private credit, and real estate
  • Bachelor's degree and 2+ years of experience in a sales, investor relations or investment operations related role in a financial services firm
  • Excellent organization and time management skills to succeed in a high-pressure and fast-paced environment
  • Ability to develop strong-working relationships with clients, prospects and with individuals at all levels of the Man organization
  • Advanced Microsoft skills (PowerPoint, Word and Excel). Familiarity with Salesforce, MMD and other sales management tools a plus