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Client Operations Assistant Jobs in Hamilton Square, NJ

Genesis Personal Fitness

Be Seen First

Client Experience Coordinator

Newtown, PA · On-site

$18 - $20/hr

... operational issues, escalating larger issues to the appropriate person. · Assist with basic ... days. · Client policies are communicated consistently and professionally. · Problems are ...

Signing bonus

Urgent

CBRE

Client Consulting Director

Philadelphia, PA · On-site

May write or assist in writing RFP (Requests For Proposals) responses and executing on those ... Manages and achieves financial, operational and other measures as defined in deliverables and/or ...

NRI North America

Manager, Client Advocacy

Philadelphia, PA · On-site

$85K - $105K/yr

Oversee day-to-day team operations, ensuring high productivity, quality service, and adherence to ... Attend sales training by tier one partners & NRI's SAs * Assist with post sales order process of ...

NRI North America

Manager, Client Advocacy

Philadelphia, PA · On-site +1

$85K - $105K/yr

Oversee day-to-day team operations, ensuring high productivity, quality service, and adherence to ... Attend sales training by tier one partners & NRI's SAs * Assist with post sales order process of ...

eTeam

Pharmacy Specialist Level 1

Pennington, NJ · On-site

$20.75 - $26.75/hr

Participate in client, member and employee training to ensure practical understanding of pharmacy services programs and operations. * Assist in the day-to-day business functions of the pharmacy ...

Kestra Financial

Client Service Associate

Trenton, NJ · On-site

$14.50 - $20/hr

Operations & Compliance * Ensure all client transactions and documentation comply with regulatory and firm requirements. * Maintain accurate records in CRM and portfolio management systems. * Assist ...

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Client Operations Assistant information

See Hamilton Square, NJ salary details

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How much do client operations assistant jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for client operations assistant in Hamilton Square, NJ is $19.49, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $21.97 per hour, depending on experience, location, and employer.
Client Operations Assistant jobs near you

Client Service Associate (Wealth Management)

Atlantic Group

Philadelphia, PA • On-site

$75K/yr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

  • Location: Philadelphia, PA
  • Type: Perm (Contingency)
  • Job #49046
  • Salary: $75,000
Job Overview - Client Service Associate (Wealth Management)
Location: Philadelphia, PA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Service Associate (Wealth Management) in Philadelphia, PA for our client. This role supports investment advisory operations, client onboarding, account administration, and financial planning activities within a high-net-worth wealth management environment. The ideal candidate has experience supporting financial advisors or clients within a brokerage, RIA, or financial planning firm and thrives in a fast-paced, client-focused setting.
Responsibilities as the Client Service Associate (Wealth Management):
  • Account Administration: Prepare and process account opening documents, transfer paperwork, custodial forms, and account maintenance requests.
  • Client Support: Assist with client servicing activities, respond to administrative requests, and support ongoing advisor-client communications.
  • Custodian Coordination: Work closely with custodians to facilitate account setup, funding activity, and transfer processing.
  • Meeting Preparation: Assemble client review materials, financial reports, and presentation packets for advisor meetings.
  • Record Management: Maintain accurate client records and manage sensitive documents, checks, and time-sensitive correspondence.
  • Operational Support: Coordinate scheduling, mailings, and administrative logistics while supporting day-to-day office operations.
Qualifications for the Client Service Associate (Wealth Management):
  • Education: Bachelor's degree is required.
  • Experience: 1-5 years of client service, operations, or administrative experience within wealth management, brokerage, or financial advisory environments is required.
  • Industry Knowledge: Familiarity with investment advisory operations, custodial platforms, and financial planning support processes is preferred.
  • Technical Skills: Proficiency with Microsoft Office Suite, particularly Excel, and experience working with Schwab, Fidelity, or similar custodial platforms is preferred.
  • Skills & Attributes: Strong organizational skills, attention to detail, communication abilities, professionalism, and the ability to manage multiple priorities are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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