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Client Relationship Associate Jobs in Bloomfield, NJ

Stifel

Client Relationship Manager

Manhattan, NY · On-site

$71K/yr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key ...

Stifel

Client Relationship Manager

Manhattan, NY · On-site

$71K - $106K/yr

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... What You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key ...

Stifel

Client Relationship Manager

Manhattan, NY · On-site

$71K - $106K/yr

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... Under general supervision, The Client Relationship Manager acts as a key liaison between larger ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Bloomfield, NJ

Client Relationship Associate information

See Bloomfield, NJ salary details

$25.6K

$48.2K

$68.6K

How much do client relationship associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client relationship associate in Bloomfield, NJ is $48,202.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $51,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.
What are the most commonly searched types of Client Relationship jobs in Bloomfield, NJ? The most popular types of Client Relationship jobs in Bloomfield, NJ are:
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What cities near Bloomfield, NJ are hiring for Client Relationship Associate jobs? Cities near Bloomfield, NJ with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Bloomfield, NJ as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 17% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $48,202 per year, or $23.2 per hour.

Client Relationship Manager

Cary Street Partners Financial LLC

Morristown, NJ • On-site

Full-time

Posted 3 days ago

New

Job description

Description:

The Client Relationship Manager provides primary support to the Wealth Management Group in managing, retaining, and deepening client relationships. The position will provide support to Financial Advisors and assist in all areas of client operations, using exceptional communication skills and execution of responsibilities in maintaining client accounts.


Position Responsibilities and Essential Functions

  • Builds, strengthens & retains client relationships by proactively meeting & when possible, exceeding client expectations.
  • Takes a strategic perspective in managing existing client relationships by understanding client goals and concerns and seeking solutions to client needs.
  • Regularly communicates with clients to keep advisor appraised of life events and changes in financial circumstances or goals.
  • Provides a consistently positive client experience through excellent service and execution in maintaining client accounts.
  • Proactively maintains client accounts within custodian and firm systems
  • Displays deep industry knowledge in assisting clients.
  • Follows strict adherence to all CSP compliance policies, procedures, and standards.
  • Provides analytical support in managing client accounts - performance, projections & suitability for investment strategies.
  • Manages complex client accounts, including business/corporation accounts as well as ultra-high net worth families.
  • Makes recommendations to clients that are in-line with their existing strategies, including rollovers & new accounts when requested.
  • Participates in client meetings, takes meeting notes & inputs them into Salentica, and manages action items.
  • Handles Alternative Investment paperwork, collaborating with other departments and external parties as needed.
  • Completes annuity & insurance paperwork as needed.
  • Creates internal performance reports to review with Financial Advisor.
  • Manages ramq submission and facilitates rollover calls & transfers.
  • Trades & recommends ways to raise cash.
  • Reviews positions in account and cost basis to evaluate tax consequences.
  • Completes tax loss harvesting trades under FA direction.
  • Performs trade reconciliations within Black Diamond or custodian platform.
  • Assists with the establishment and maintenance of advanced administrative services, including Priority Lines of Credit, and Private Equity/Credit or direct indexing offerings
  • Coordinates with external COIs like CPAs, realtors, executive assistants, and estate attorneys to create a "family office" experience

Professional Experience

  • Five years prior experience in a similar role within the financial services industry.
  • Bachelor’s degree or Associate’s degree required.
  • Experience with Charles Schwab custodial and client relationship management systems preferred.


Requirements: