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Financial Client Services Associate Jobs in Secaucus, NJ

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

Showing results 21-40

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:

Client Services Associate

TransPerfect

New York, NY

Full-time

Medical, Dental, Vision, Retirement

Re-posted 9 days ago


TransPerfect rating

7.0

Company rating: 7.0 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

260th of 483 rated business services


Job description

TransPerfect Is More Than Just a Job...
Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.

Who We Are

Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an innovative and vibrant workplace? Then TransPerfect is for you!

So you like what you hear but haven't worked in 'language' before? That is not a problem, TransPerfect is far from "just a translation agency". Our services portfolio covers everything from business support services such as interpretation, multicultural and digital marketing, SEO and website globalization to multimedia work, video, e-learning and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized in optimizing business processes.

That's enough about us - what about you?

We look for and appreciate anyone who is willing to roll up their sleeves and get stuck in! We offer a fast growth path and provide full training around our services, technology solutions and workflows. Therefore thekey skillswe are looking for are solid communication and relationship building abilities, keeping a cool head if situations get a bit stressful and really owning your role, taking responsibility for your clients and their business success.

If this sounds like you, we would love to hear from you! We offer career development and an attractive bonus plan and social events are organized frequently.

Where Your Career Is Going

At TransPerfect, there are a lot of growth opportunities. All departments offer career growth and development that can combine your skills, interest and experience. We encourage our employees to have a continuous dialogue with management about growth opportunities throughout your tenure with the company.

End your job search and find your career at TransPerfect #careersNOTjobs.

Why TransPerfect

For more than 25 years, we have honed a culture where all kinds of ideas are shared and new ventures are not only welcomed, but also encouraged. In this fast-paced environment, employees are intellectually stimulated so they can grow alongside the organization. From Intern to President, we believe that every single employee should have a voice and contribute to the amazing services we offer our clients.

We also offer a comprehensive benefits package including medical, dental, and vision insurance, 401k matching, membership to child-care providers, and other TransPerks. You even get your birthday off because let's face it, we're stoked that you were born.

TransPerfect provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law

For more information on the TransPerfect Family of Companies, please visit our website at www.transperfect.com.

What You Will Be Doing

The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects.

  • Respond to client requests for new project initiatives through our centralized technology

  • Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests

  • Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks

  • to successful completion

  • Ensure that any pitfalls are addressed and resolved with the client before being submitted to the production team

  • Where applicable, initiate some project specifics to set the production team /individual project up for success

  • Take a proactive role in learning about clients' industry, business needs and company culture, educating the project team and providing a high level of service

  • Monitor and communicate project progress, ensure strict adherence to deadlines and budgets, and ultimately produce high quality deliverables

  • Serve as the central point of contact for and liaison between external client contact and internal production staff

  • Set and fulfill client expectations

  • Comply with internal regulations, processes and procedures in line with ISO standards

  • Potentially trouble-shoot problem projects

  • Understand and abide by individual project instructions and effectively communicate to the production team

  • Investigate client complaints where applicable

  • Discuss issues with clients and production staff and creatively problem solve to alleviate issues

Who We Are Looking For

  • Bachelor's degree

  • Excellent written and verbal English communication skills

  • Exceptional problem solving and analytical skills

  • Customer service and/or project management experience

  • Strong organizational skills, attention to detail, and the ability to multi-task

  • Working knowledge of MS Office

  • Ability to prioritize and schedule tasks and work in a team environment.

  • Must be willing to learn new things, be open to challenges and thrive on success


What TransPerfect employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


TransPerfect logo

About TransPerfect

Sourced by ZipRecruiter

TransPerfect was founded in 1992 with a simple mission to provide the highest quality language services to leading organizations worldwide. Started as a two-person company operating out of a dorm room, TransPerfect has spent nearly three decades solving global business challenges for our clients, and has turned into one of the most successful growth stories in the business world.

Industry

Translation services

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1992

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