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Client Associate Jobs in Sparta, NJ (NOW HIRING)

CapRock

Client Associate

Livingston, NJ · On-site

Client Associate Location: Livingston, NJ | Newport Beach, CA | Scottsdale, AZ Overview The Client Associate will play a pivotal role in supporting the Client Advisors Team. The person in this role ...

Stifel

Registered Client Service Associate

Succasunna, NJ · On-site

$53K - $80K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

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All JobsClient Associate JobsClient Associate Jobs in Sparta, NJ

Client Associate information

See Sparta, NJ salary details

$19.5K

$53.6K

$79.4K

How much do client associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client associate in Sparta, NJ is $53,609.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,100.00 and $65,200.00 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 Sparta, NJ?

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

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

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

Client Associate jobs near you

Client Associate

CapRock

Livingston, NJ • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 20 days ago

Job description

Client Associate

Location: Livingston, NJ | Newport Beach, CA | Scottsdale, AZ

Overview

The Client Associate will play a pivotal role in supporting the Client Advisors Team. The person in this role will collaborate with internal and external stakeholders to provide seamless operations and exceptional service for Clients. This role is instrumental in maintaining strong client relationships and in the overall success of the Advisor Team

Description
  • Support Advisors by coordinating client and prospect meetings, preparing meeting materials, and attending meetings to provide follow-up on takeaway items.
  • Participate in prospect meetings, actively contributing to presentations and discussions.
  • Lead information gathering and onboarding process of new clients.
  • Complete setup, maintenance, and ongoing reconciliation of client data in investment platforms.
  • Assist Advisors with in-depth analysis and strategy of prospective and current clients' financial statements and portfolio composition.
  • Collaborate with Advisors to complete trade-related tasks, including trade execution, documentation, and post-trade activities.
  • Assist with setup and ongoing maintenance of client information in CRM and other tools used for client management including contact information and other significant client details.
  • Provide clients with monthly balance sheets and quarterly performance reports.
  • Manage cash balances and movement, ensuring accurate and timely transactions to meet client needs.
  • Collaborate with Advisors in preparing monthly commentary and sending it to clients.
  • Assist Client Teams in the review and monitoring of client investments in public and private investment vehicles and traditional and non-traditional asset classes.
  • Support Advisors by assisting them in task management and coordination with the Client Experience team to foster seamless workflow and exceptional service delivery.
  • Assist Advisor with inbound client inquiries promptly and courteously.
  • Assist Advisors in evaluating and developing a strategy for Client Portfolios.
  • Assist Advisors and clients with ad-hoc portfolio, investment, and reporting questions.
  • Answer inbound inquiries related to portfolios, accounts, and transaction details.
  • Perform other duties as assigned.
Skills & Qualifications
  • Bachelor's Degree in Business or Finance focus.
  • Minimum of 2 years of financial industry experience.
  • Confidentiality, discretion, and good professional judgment.
  • Strong time management, organizational, analytical, and problem-solving skills with the ability to provide alternative approaches and solutions and exhibit good judgment.
  • Familiarity with large US custodians (e.g., Schwab, Fidelity) and state-of-the-art reporting and scenario modeling tools a plus. Series 65 (or willingness to obtain) or comparable industry certification
What We Provide
  • Competitive base salary and bonus structure.
  • Contribute the maximum allowed to employee 401(k) plans.
  • Employer paid premium for health/dental/vision benefits for employees and their dependents.
  • Paid parking and phone reimbursement.
  • 10 paid holidays.
  • Flexible Paid Time Off.
  • And more…

Caprock is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetics, disability, age, or veteran status.

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