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Client Services Associate Jobs in Washington, NJ

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 ...

UBS

Registered Client Service Associate

Florham Park, NJ · On-site

Do you know how to take care of people? We're looking for a Registered Client Service Associate to ... services and capabilities • help with the preparation of reports and other materials for client ...

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Client Services Associate information

See Washington, NJ salary details

$9

$21

$39

How much do client services associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for client services associate in Washington, NJ is $21.71, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $24.23 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 Washington, NJ?

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

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

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

Client Services Associate jobs near you

Client Services Associate

Clark Davis Associates

Warren, NJ

Full-time

Re-posted yesterday

Job description

Company Description

Leading Financial Services Company

Job Description

Client Service Associate (50K-70K + Disc. Bonus) Warren NJ

Seeking a client service associate with 2+ years of experience to support a senior relationship manager.  This position requires someone with strong technical skills, attention to detail, excellent communication skills and the willingness and ability to learn.  This position will provide significant exposure to running a full service financial services organization and provide the right candidate with the opportunity to learn and grow within a comprehensive wealth management organization.

Duties and Responsibilities:

  • Support senior relationship manager to increase effectiveness by relieving the senior relationship manager of many day-to-day activities.
  • Position involves extensive client contact, individual will be involved in all activities interfacing with clients and prospects
  • Coordinates information flow among internal departments, clients and others as necessary
  • Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas.
  • Keeps others on the team informed of status of account administration, retention and projects.
  • Communicates work in progress with the financial planner and clients.
  • Indentifies and recommends technology/process improvements which may improve overall productivity and client satisfaction
  • Assists with the marketing efforts
  • Competes special projects as assigned by management.

Qualifications

  • Strong communication skills (verbal & written)
  • Ability to exercise good judgment by recognizing urgency and prioritizing tasks accordingly
  • Able to work independently with strong administrative and problem solving skills
  • Team Player - must be able to work across departments and assist in the development and implementation of plans.
  • Must have the ability to multi-task and stay focused in a highly visible, fast-paced and team oriented environment.
  • Detail oriented
  • 2+ years prior experience in a financial service organization
  • Bachelor's degree
Qualifications

 

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Additional Information

50-70K + bonus

Email [email protected]

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