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Client Service Operations Associate Jobs in New Jersey

Operations Associate - Part Time

Mount Laurel, NJ ยท On-site

$19.80 - $22.90/hr

VOTRE PROFIL Operations Associate - Part Time Publiรฉe le 18.08.2026 Sephora Retail Rรฉfรฉrence ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Client Service Associate

Manasquan, NJ ยท On-site

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Client Service Associate

Madison, NJ ยท On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... The primary role is to provide client service management support to our clients and operational ...

Client Service Associate

Holmdel, NJ ยท On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... The primary role is to provide client service management support to our clients and operational ...

... service and high-quality products to ensure picture days run smoothly for both schools and families. We're looking for a detail-oriented Operations Associate to join our team and play a key role in ...

Client Services Associate - On Site Gladstone, NJ The Opportunity We are seeking a proactive, highly organized Client Services Associate who enjoys taking ownership, creating order, and keeping work ...

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Client Service Operations Associate information

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

What cities in New Jersey are hiring for Client Service Operations Associate jobs?

Cities in New Jersey with the most Client Service Operations Associate job openings:

Client Operations Associate

Bridgewater, NJ โ€ข On-site

Harding Loevner LP
Investment Management and Consulting Servicesย โ€ขย 51 - 200 employees

$70K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago


Job description

Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which is responsible for the ongoing monitoring of client portfolios to ensure adherence to strategy models, investment guidelines, and risk controls.

The Associate will assist the firmโ€™s portfolio managers and broader client service team primarily in the areas of trade implementation, ongoing monitoring and maintenance of client portfolios, and data integrity relating to client records in all systems. This role offers the opportunity to gain a deeper understanding of investment decision-making, create trades, and contribute to a variety of operational initiatives. The position provides exposure to a broad range of investment management functions, including portfolio administration, compliance and risk analysis, data analysis, and cross-functional project work. It is well suited for candidates who demonstrate strong analytical and technical abilities, thrive in highly detail-oriented work, and apply critical thinking to solve complex problems.

Responsibilities include:

  • Create trades for accounts/strategies as directed by Portfolio Managers or clients and become an expert user of the firmโ€™s trading system and compliance module
  • Master risk control and ongoing portfolio monitoring of client portfolios
  • Communicate portfolio compliance to Portfolio Managers and Senior Management
  • Facilitate daily ETF Capital Markets operations through close coordination with Portfolio Managers, Trading, and Operations
  • Support new client onboarding and account setup activities

Requirements:

  • Bachelorโ€™s degree with a strong interest in investment management
  • Up to three years of experience, preferably in portfolio administration
  • Excellent written and verbal communication skills
  • Demonstrated analytical and problem-solving skills
  • Strong Microsoft Office skills
  • Experience with coding a plus

The annual base salary range for this position is $70,000-$75,000. The firmโ€™s total compensation program includes an annual base salary, an annual discretionary performance-based bonus, a remunerative long-term incentive plan, and a comprehensive benefits package that includes medical, dental, and vision insurance; a 401(k) retirement plan; paid time off; a flexible spending account (FSA) program; and access to various wellness and employee assistance programs.

The actual base salary will be determined based on a variety of factors, including, but not limited to, relevant experience, skills, education, and other job-related considerations.