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Financial Client Services Associate Jobs in Randolph, NJ

RevHealth

VP, Client Services

Morristown, NJ · On-site +1

$160K - $190K/yr

About the role As VP of Client Services, you will be a key driver of client partnership and agency ... Financial Management: * Develop and track SOW budgets and finances. * Development/management of ...

Topgolf

Golf Services Associate

Edison, NJ · On-site

$15.92 - $19.25/hr

What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...

Cetera

Client Services Representative

Iselin, NJ · Hybrid

$16.25 - $22/hr

This person supports Financial Advisors (Registered Representatives) with running their day-to-day ... Spend time with clients on the phone, via virtual visits and in person to ensure client service ...

Cetera

Client Services Representative

Iselin, NJ · Hybrid

$16.25 - $22/hr

This person supports Financial Advisors (Registered Representatives) with running their day-to-day ... Spend time with clients on the phone, via virtual visits and in person to ensure client service ...

Simplicity Group

Advisor Services Associate

Summit, NJ · On-site

$60K - $75K/yr

... our financial advisors while maintaining the operational integrity of our wealth management ... that every client request--from account opening to complex money movement--is handled with ...

NVA

Client Services Representative

Montville, NJ · On-site

$18 - $22/hr

Excellent communication and customer service skills. * Great attention to detail and problem ... National Veterinary Associates is a leading global pet care organization united in the love of ...

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Financial Client Services Associate information

See Randolph, NJ salary details

$14

$32

$69

How much do financial client services associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for financial client services associate in Randolph, NJ is $32.85, according to ZipRecruiter salary data. Most workers in this role earn between $21.25 and $35.34 per hour, depending on experience, location, and employer.

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

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

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

Financial Client Services Associate jobs near you

Associate Client Manager, Commercial Risk - Construction Practice

The Baldwin Group

Branchburg, NJ • On-site

$59 - $72/hr

Other

Retirement

Posted 4 days ago

Job description

The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.

Primary Responsibilities
  • Responsible for assisting in maintenance of appropriate client relationships through customer service so clients achieve their desired business outcomes via software and services.
  • Responsible for risk identification and evaluation of client accounts, and escalating concerns to senior colleague.
  • Responsible for the collaboration, communication, and execution of service to ensure service standards are met.
  • Oversight of system data entry and processing.
  • Responsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues.
  • Complete special projects as assigned.
  • Continually seek opportunities to improve the firm, business segment and processes.
  • Bring issues and discrepancies to appropriate leadership.
  • Maintain a concern for timeliness and completeness when interacting with clients to minimize potential for errors.
  • Assist colleagues as requested.
Knowledge, Skills & Abilities
  • Demonstrates effective presentation skills through verbal and written communications.
  • Exhibits excellent client service and problem-solving skills.
  • Can comfortably work in a team environment.
  • Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.
Education & Experience
  • A Bachelor’s degree is preferred.
  • At least 2-5 years’ relevant experience.
  • Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses
  • Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

Starting pay for this position is $65,000; negotiable at offer.

IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance.

Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.

At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams.

We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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