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Client Support Associate Jobs in New Jersey (NOW HIRING)

Kestra Financial

Client Service Associate

Trenton, NJ · On-site

$14.50 - $20/hr

Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title ... Support financial advisors with meeting preparation and follow-up activities. * Generate reports ...

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Client Support Associate information

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How much do client support associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for client support associate in New Jersey is $20.32, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $23.41 per hour, depending on experience, location, and employer.

What does a Client Support Associate do?

A Client Support Associate is responsible for assisting clients with inquiries, resolving issues, and providing information about products or services. They serve as the main point of contact between a company and its customers, ensuring that clients receive timely and effective support. Their duties may include responding to emails or phone calls, troubleshooting problems, and guiding clients through processes or solutions. The goal is to maintain high customer satisfaction and build strong client relationships.

How does a Client Support Associate typically collaborate with other departments to resolve customer issues?

Client Support Associates frequently work with teams such as technical support, account management, and product development to address customer inquiries and resolve complex issues. When a customer’s request extends beyond standard procedures, associates coordinate with these departments to gather accurate information or escalate concerns. This collaborative environment not only ensures timely solutions for clients but also helps associates build a well-rounded understanding of the company’s products and services. Strong communication and teamwork skills are essential in this role.

What are the key skills and qualifications needed to thrive as a Client Support Associate, and why are they important?

To thrive as a Client Support Associate, you need strong communication skills, problem-solving abilities, and a background in customer service, often supported by a bachelor’s degree or relevant experience. Familiarity with customer relationship management (CRM) systems, ticketing software, and basic office applications is typically required. Exceptional patience, active listening, and adaptability help you connect with clients and resolve issues efficiently. These skills are crucial for providing prompt, effective support that enhances customer satisfaction and loyalty.

What is the difference between Client Support Associate vs Customer Service Representative?

AspectClient Support AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer post-secondary educationHigh school diploma or equivalent; on-the-job training often provided
Work EnvironmentCorporate offices, call centers, or remote settings; focused on client accountsRetail stores, call centers, or online support; general customer interactions
Employer & Industry UsageFinancial services, tech companies, consulting firmsRetail, telecom, hospitality, and various service industries

While both roles involve assisting customers, a Client Support Associate typically handles specialized client accounts in professional settings, requiring specific industry knowledge. Customer Service Representatives often provide general support across various industries, focusing on broad customer inquiries. The roles differ mainly in scope and industry focus, but both aim to ensure customer satisfaction and retention.

Is a client support associate a good job?

A client support associate role involves assisting customers, resolving issues, and maintaining positive relationships, often requiring strong communication and problem-solving skills. It can offer stable employment, opportunities for skill development, and entry into customer service or administrative fields, with typical schedules during business hours. Job satisfaction depends on individual preferences and the work environment.

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

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

Infographic showing various Client Support Associate job openings in New Jersey as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $42,268 per year, or $20.3 per hour.

Client Service Associate

Kestra Financial

Trenton, NJ • On-site

$14.50 - $20/hr

Other

Retirement, PTO

Posted 19 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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