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Client Associate Jobs in Sparta, NJ (NOW HIRING)

Vodia Ventures

Client Service Associate

Madison, NJ · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

PNC

Client Experience Associate

Franklin Lakes, NJ · On-site

$46K - $63K/yr

As a Client Experience Associate within PNC's retail organization, you will be based in Franklin Lakes NJ location of Franklin Crossing Branch PNC is an in-office company that fosters a collaborative ...

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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 7, 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

Associate Client Manager, Commercial Risk - Construction Practice

The Baldwin Group

Branchburg, NJ • On-site

$65K/yr

Full-time

Posted 22 days ago

Job description

The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.
PRIMARY RESPONSIBILITIES:
  • Responsible for assisting in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services.
  • Responsible for risk identification and evaluation of client accounts, and escalating concerns to senior colleague.
  • Responsible for the collaboration, communication, and execution of service to ensure service standards are met.
  • Oversight of system data entry and processing.
  • Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues.
  • Complete special projects as assigned.
  • Continually seek opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership.
  • Maintain a concern for timeliness and completeness when interacting with clients to minimize potential for errors.
  • Assist colleagues as requested.

KNOWLEDGE, SKILLS & ABILITIES:
  • Demonstrates effective presentation skills through verbal and written communications.
  • Exhibits excellent client service and problem-solving skills.
  • Can comfortably work in a team environment.
  • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.

EDUCATION & EXPERIENCE:
  • A Bachelor's degree is preferred.
  • At least 2-5 years' relevant experience.
  • Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses
  • Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture.

Starting pay for this position is $65,000; negotiable at offer.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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