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Financial Client Services Associate Jobs in Secaucus, NJ

Client Services

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional ... Bachelor's degree. * 3-5+ years of relevant experience in the finance industry, with a focus on ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 ... Bachelor's degree. * 3-5+ years of relevant experience in the finance industry, with a focus on ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Position Summary The Client Services Associate is responsible for providing exceptional support to ... Bachelor's degree. * 3-5+ years of relevant experience in the finance industry, with a focus on ...

Titan

Client Services Associate

New York, NY · On-site

... financial precision. Every person here is a calibrated bet on what we're building next. Our mission ... This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client ...

Build Up Justice NYC

Client Services Associate

Brooklyn, NY · On-site

$61K - $71K/yr

Client Services Associate Since 1968, Build Up Justice NYC has provided free legal services for low- and moderate-income individuals and families throughout New York City. Our clients live in rapidly ...

Titan

Client Services Associate

Manhattan, NY · On-site

... financial precision. Every person here is a calibrated bet on what we're building next. Our mission ... This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client ...

TransPerfect

Client Services Associate

New York, NY · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Semantix

Client Services Associate

New York, NY · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Secaucus, NJ

Financial Client Services Associate information

See Secaucus, NJ salary details

$14

$32

$68

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

As of Aug 8, 2026, the average hourly pay for financial client services associate in Secaucus, NJ is $32.50, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $34.95 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.

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.

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 job categories do people searching Financial Client Services Associate jobs in Secaucus, NJ look for? The top searched job categories for Financial Client Services Associate jobs in Secaucus, NJ are:
What cities near Secaucus, NJ are hiring for Financial Client Services Associate jobs? Cities near Secaucus, NJ with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you

Client Services Associate

Client Services

Manhattan, NY • On-site

$80K - $100K/yr

Other

Posted 5 days ago

Job description

Client Services Associate

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.

Essential Duties
  • Serve as the primary point of contact for clients and their consultants, addressing their needs and building strong relationships.
  • Respond promptly and accurately to client inquiries and requests for information, providing timely and effective solutions.
  • Prepare and deliver regular and ad-hoc investor materials, including marketing presentations, performance reports, and data analysis.
  • Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting.
  • Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal,) to facilitate client requests, resolve issues, and ensure seamless service delivery.
  • Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing.
  • Assist with all aspects of the marketing and fundraising cycle for new alternative investment funds and related vehicles.
  • Support the completion of due diligence questionnaires and the management of investor inquiries and data rooms.
  • Identify opportunities to improve processes, enhance efficiency, and provide a superior client experience
Required Qualifications
  • Bachelor's degree.
  • 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations.
  • Solid working knowledge and understanding of capital markets and alternative investments.
  • Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting).
  • Strong analytical, problem-solving, and project management skills.
  • Excellent written and verbal communication skills, with the ability to present information clearly and professionally.
  • High level of organizational skills and attention to detail, with a focus on accuracy.
  • Ability to prioritize tasks, manage time effectively, and work well under pressure in a fast-paced environment
Professional Skills Qualifications
  • Proactive and self-motivated with the ability to work independently and as part of a team.
  • Strong teamwork and interpersonal skills, with the ability to build effective relationships.
  • Passion for providing exceptional client service and exceeding client expectations

This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.

Estimated Compensation:

Base Salary: For a CA and NY based positions, the base salary range is $80k – $100k. This represents base salary range only.

Other Compensation :In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.

Benefits : Eligible for TCW's comprehensive benefits package.

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