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Client Relationship Associate Jobs in Brick, NJ (NOW HIRING)

Mariner

Client Service Associate

Manasquan, NJ · On-site

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... If you love building relationships, connecting with clients, managing a diversity of tasks, have a ...

Mariner

Client Service Associate

Manasquan, NJ · On-site

$65K - $95K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... If you love building relationships, connecting with clients, managing a diversity of tasks, have a ...

T&M Associates

Municipal Client Manager

Toms River, NJ · On-site

$130K - $165K/yr

T&M Associates is seeking a seasoned and client focused Civil Engineer for our NJ Community and ... As a key leader in the CLD Market, you will play a pivotal role in expanding client relationships ...

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

Client Relationship Associate information

See Brick, NJ salary details

$27K

$50.8K

$72.3K

How much do client relationship associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for client relationship associate in Brick, NJ is $50,830.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,200.00 and $54,000.00 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 Brick, NJ? The most popular types of Client Relationship jobs in Brick, NJ are:
What are popular job titles related to Client Relationship Associate jobs in Brick, NJ? For Client Relationship Associate jobs in Brick, NJ, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Brick, NJ look for? The top searched job categories for Client Relationship Associate jobs in Brick, NJ are:
What cities near Brick, NJ are hiring for Client Relationship Associate jobs? Cities near Brick, NJ with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Brick, NJ as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $50,830 per year, or $24.4 per hour.

Client Service Associate

Kestra Financial Independent Advisor

Hamilton, NJ • On-site

$14 - $19.50/hr

Full-time

Retirement, PTO

Posted 22 days ago

Job description

Client Service Associate (CSA)
Financial Advisor Office / Wealth Management Practice
Position Title
Client Service Associate (CSA)
Position Summary
The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice. This role serves as a key liaison between clients, financial advisors, custodians, and internal operations teams. The CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies.
Key Responsibilities
Client Relationship Management
  • Serve as the primary point of contact for client service requests and inquiries.
  • Build and maintain strong relationships with clients through professional and timely communication.
  • Assist clients with account maintenance, paperwork, and general service needs.
  • Coordinate client meetings and prepare meeting materials.

Account Administration
  • Process new account openings, transfers, rollovers, and account updates.
  • Prepare and track client paperwork to ensure accurate and timely completion.
  • Monitor account documentation and maintain organized client records.
  • Assist with beneficiary changes, address updates, distributions, and other account servicing requests.

Operations & Compliance
  • Ensure all client transactions and documentation comply with regulatory and firm requirements.
  • Maintain accurate records in CRM and portfolio management systems.
  • Assist with compliance reviews, audits, and supervisory requests.
  • Follow procedures for handling confidential client information.

Advisor Support
  • Support financial advisors with meeting preparation and follow-up activities.
  • Generate reports, client summaries, and presentation materials.
  • Assist with marketing events, workshops, and client appreciation activities.
  • Help manage workflow priorities and operational deadlines.

Client Communication
  • Respond promptly to client emails and phone calls.
  • Coordinate with custodians, insurance companies, and other financial institutions regarding client requests.
  • Provide status updates on pending transactions and service requests.

Qualifications
Required
  • Associate's or Bachelor's degree preferred in Business, Finance, Accounting, or related field.
  • 2+ years of client service, banking, financial services, or administrative experience.
  • Strong verbal and written communication skills.
  • Excellent organizational and multitasking abilities.
  • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).

Preferred
  • Experience in wealth management, financial planning, banking, or brokerage services.
  • Knowledge of financial products, retirement accounts, and investment accounts.
  • Experience with CRM systems such as Redtail, Salesforce, Wealthbox, or similar platforms.

Key Competencies
  • Client-focused service mentality
  • Attention to detail and accuracy
  • Professionalism and confidentiality
  • Strong problem-solving skills
  • Ability to work independently and as part of a team
  • Time management and organization
  • Adaptability in a fast-paced environment

Compensation & Benefits
  • Competitive salary
  • Bonus/incentive opportunities
  • Retirement plan participation
  • Paid time off and holidays
  • Professional development and licensing support

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