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

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How much do client services associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client services associate in Paterson, NJ is $22.80, according to ZipRecruiter salary data. Most workers in this role earn between $17.36 and $25.43 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 Paterson, NJ?

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

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For Client Services Associate jobs in Paterson, NJ, the most frequently searched job titles are:

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Paterson, NJ as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $47,416 per year, or $22.8 per hour.

Senior Client Services Associate

The Jacobson Group

Manhattan, NY • On-site

$90K - $120K/yr

Other

Re-posted 23 days ago

Job description


We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution, strong service delivery and effective collaboration across internal teams.
Responsibilities:
  • Lead and support a small client services team by managing workloads, providing training, and reviewing deliverables.
  • Serve as a point of contact between team members and management.
  • Assist clients and advisors with insurance portfolio inquiries, analysis, and documentation.
  • Obtain and review policy data, illustrations, and carrier information.
  • Prepare premium invoices, policy summaries, portfolio reviews and customized reporting.
  • Process policy changes, claims, surrenders and withdrawals through completion.
  • Maintain accurate client records and documentation.
  • Ensure compliance with applicable insurance regulations.
  • Collaborate with relationship managers and analysts on complex requests.
Requirements:
  • 3+ years of client service experience in the insurance industry
  • Prior experience in a senior or leadership role
  • Bachelor's degree (preferred)
  • Strong knowledge of life insurance products (e.g., term, whole life, UL, VUL)
  • Proficiency in Excel and Microsoft Office
  • Strong analytical, organizational and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Insurance or financial licenses (preferred)

Pay Range:
The anticipated pay range for this position is $90,000 to $120,000 annually. We understand salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity. We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.
Contact:
Janet Foor
jfoor@jacobsongroup.com

Apply