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Client Services Associate Jobs in Montclair, NJ (NOW HIRING)

SPS North America

Client Service Associate

New York, NY · On-site

$19 - $20/hr

Position Summary The Client Services Associate is responsible for delivering exceptional customer service and day-to-day support to clients, employees, and visitors. This role serves as a key ...

SPS North America

Client Service Associate

New York, NY · On-site

$19 - $20/hr

Position Summary The Client Services Associate is responsible for delivering exceptional customer service and day-to-day support to clients, employees, and visitors. This role serves as a key ...

Stifel

Registered Client Service Associate

Succasunna, NJ · On-site

$53K - $80K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

IQVIA

Associate Director, Client Services

Montclair, NJ · On-site

Associate Director, Client Services - Medical & Scientific Communications (Agency Equivalent = VP, Client Services) Overview Simpson Healthcare, an IQVIA Company, is an established scientific agency ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Montclair, NJ

Client Services Associate information

See Montclair, NJ salary details

$10

$22

$41

How much do client services associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client services associate in Montclair, NJ is $22.83, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $25.48 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Montclair, NJ?

The most popular types of Client Services jobs in Montclair, NJ are:

What job categories do people searching Client Services Associate jobs in Montclair, NJ look for?

The top searched job categories for Client Services Associate jobs in Montclair, NJ are:

What cities near Montclair, NJ are hiring for Client Services Associate jobs?

Cities near Montclair, NJ with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Montclair, NJ as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, 2% Contract, and 3% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $47,484 per year, or $22.8 per hour.

Registered Client Service Associate

H Cap Connect, LLC

Parsippany Troy Hills, NJ • On-site

$60 - $90/hr

Other

Posted 3 days ago

New

Key responsibilities

  • Support advisors during client transition and onboarding periods

  • Process account openings, transfers, money movements, maintenance requests, and client paperwork

  • Coordinate with multiple custodians to facilitate account transitions

Job description

Registered Client Service Associate (Transition Team)

Location: Parsippany, NJ (Onsite)

We're partnering with a growing wealth management firm seeking an experienced RegisteredClient Service Associate (CSA) to play a critical role in advisor transitions and delivering an exceptional client experience.

Unlike a traditional CSA position, this role serves as part of a specialized transition team. You'll become fully trained in the firm's technology, workflows, and multi-custodial environment so you're ready to support advisors as they join the firm. Your expertise will help ensure a seamless experience for clients while newly transitioned advisors build their permanent support team.

If you enjoy learning, adapting to new situations, and making an immediate impact, this is a unique opportunity to become an invaluable resource within a highly respected wealth management organization.

What You'll Do
  • Support advisors during client transition and onboarding periods
  • Build relationships with clients while providing a white-glove service experience
  • Process account openings, transfers, money movements, maintenance requests, and client paperwork
  • Coordinate with multiple custodians to facilitate account transitions
  • Maintain accurate client records and documentation
  • Prepare advisors for client meetings and follow up on action items
  • Serve as a knowledgeable resource on firm systems, technology, and operational processes
  • Partner with advisors and leadership to ensure a smooth transition for every new practice
  • Assist with special projects and operational initiatives as needed
What We're Looking For
  • Previous experience as a Client Service Associate within a Registered Investment Advisor (RIA), independent broker-dealer, or wealth management firm
  • Strong understanding of account servicing, client onboarding, and financial operations
  • Experience working with multiple custodial platforms is preferred
  • Exceptional organizational skills and attention to detail
  • Outstanding communication and client service abilities
  • Ability to thrive in a fast-paced environment where priorities shift
  • A proactive mindset with a desire to solve problems and support others
  • FINRA registrations are required
Why This Role Is Different

This isn't a traditional desk assignment supporting one advisor. Instead, you'll become a trusted transition specialist- helping advisors and their clients navigate one of the most important moments in their business. You'll work alongside leadership, gain exposure to multiple practices, and become an integral part of the firm's long-term growth strategy.

If you're looking for a role where your experience is valued, your work makes an immediate impact, and every day brings something new, we'd love to hear from you.

I actually think this role has a great story to tell. It's essentially an internal transition specialist for wealth management. I'd even consider changing the title to Transition Client Service Associate or Transition & Client Service Associate. Those titles immediately signal that this is more strategic than a standard CSA role and will attract candidates who enjoy problem-solving and variety rather than supporting a single advisor indefinitely.

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