ZipRecruiter

Log In

1

Financial Client Services Associate Jobs in Wall, NJ

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 ...

Applecart

Client Services Associate

New York, NY · Hybrid

As a Client Services Associate, you will project manage major marketing, communications, and digital advertising campaigns on behalf of some of the country's most prominent companies, trade ...

Applecart

Client Services Associate

New York, NY · On-site

As a Client Services Associate, you will project manage major marketing, communications, and digital advertising campaigns on behalf of some of the country's most prominent companies, trade ...

Applecart

Client Services Associate

New York, NY · On-site

As a Client Services Associate, you will project manage major marketing, communications, and digital advertising campaigns on behalf of some of the country's most prominent companies, trade ...

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 ...

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 ...

TransPerfect

Client Services Associate

New York, NY · On-site

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 ...

TransPerfect

Client Services Associate

New York, NY · On-site

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 ...

next page

Showing results 1-20

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

Financial Client Services Associate information

See Wall, NJ salary details

$14

$33

$69

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

As of Sep 4, 2026, the average hourly pay for financial client services associate in Wall, NJ is $33.00, according to ZipRecruiter salary data. Most workers in this role earn between $21.35 and $35.48 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 Wall, NJ are hiring for Financial Client Services Associate jobs?

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

Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Wall, NJ as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $68,642 per year, or $33 per hour.

Client Services Associate

Titan

New York, NY • On-site

Full-time

Retirement

Re-posted 17 days ago

Job description

About Titan
Despite decades of innovation in money, the most important consumer money domain remains largely untouched: wealth management. Legacy Wall Street institutions still dominate private wealth, gatekeeping their services behind extremely high minimums, janky user experiences, and layers of fees. They are, in our opinion, the "final boss" of consumer fintech.
Our belief: every American deserves an elite wealth team navigating their capital, delivered at the cost and speed only humans working in harmony with AI can unlock.
At heart, we're a small pack of hard-working rebels operating at the intersection of engineering craft and high-stakes financial precision. Every person here is a calibrated bet on what we're building next. Our mission is to rebuild what a wealth management firm means, from the ground up, brick by brick, leveraging technology across the entire stack, so that AI lets one wealth advisor deliver what used to take a team, serving clients a Wall Street team never could have reached.
We're backed by a16z and Sam Altman, and currently power over $1 billion in assets under management.
Why Join Titan
For the right person, this will be one of the most rewarding roles they ever have.
  • Legacy-defining vision. Private wealth in every pocket isn't an incremental product. It's not B2B automation. It's a "before & after" moment in money.
  • The time is now. LLMs just unlocked what was impossible five years ago: truly personalized wealth management for everyone.
  • Outsized decision making. We're a small team by design. Every hire is precise, every role carries real weight, and your decisions disproportionately shape what we become.
  • Built in person, in the trenches. We're a high-touch, high-tempo group that works side by side. You'll see our founders working in the trenches with the team everyday.
  • Ownership in every sense. Competitive cash and well-above-market equity. We believe in identifying only exceptional talent and compensating them generously.
  • World-class backing. Investors who share the bold vision: a16z, General Catalyst, Accel, Y Combinator, Sam Altman, Paul Graham, and more.

This Role
The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and trust.
You'll play a critical role in helping clients move and consolidate assets with ease, navigating what can often be a confusing process, while acting as a steady, reliable extension of the broader Titan wealth advisor team. Your work directly impacts client confidence, retention, and long-term relationships.
This role is ideal for someone who takes pride in operational excellence, values connecting with people, and enjoys being behind the scenes making things work - someone who values accuracy, follow-through, empathy, and helping others succeed.
What You'll Do
  • Manage inbound and outbound client communication across email, chat, and phone with a service-first approach. This will look like:
    • Serving as a primary point of contact for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers)
    • Educating and guiding clients through the transfer process with clarity, empathy, and patience
    • Reviewing, processing, tracking, and following up on incoming and outgoing transfers end-to-end
    • Maintaining meticulous records of all transfer and account activity
  • Partner closely with Titan wealth advisors to ensure seamless handoffs and a unified client experience
  • Support broader CX and brokerage operations including onboarding, KYC/AML, and basic account troubleshooting/updates
  • Communicate with third-party brokers and firms to resolve issues and expedite transfers
  • Identify patterns, bottlenecks, and risks, and proactively suggest workflow improvements
  • Translate recurring client feedback into clear recommendations for internal teams (Product, Engineering, Ops)

What We're Looking For
  • 1-3+ years of experience in financial services, client operations, or customer success (experience in Transfers is a plus, but not required)
  • Self-awareness: Understands how their communication, decisions, and energy affect teammates and clients, and adapts in service of better outcomes
  • A genuine service mindset
  • Strong written and verbal communication skills with exceptional attention to detail
  • Calm, empathetic presence when handling complex or sensitive client situations
  • Ability to manage high volumes while maintaining quality and consistency
  • Comfortable working independently and as part of a highly collaborative team
  • Strong organizational, analytical, and problem-solving skills
  • Familiarity with support tools like Kustomer, Hubspot, Zendesk, or similar platforms.
  • Required: Candidates must hold at least one of the following licenses, or a combination thereof - SIE, Series 6, Series 7, Series 63, Series 65, or Series 66. Candidates holding other financial licenses are also encouraged to apply, but financial licensing is a must.

What Success Looks Like
  • Clients feel supported, informed, and confident throughout every interaction
  • Advisors trust you as a reliable extension of their work with clients
  • Transfers are processed accurately, efficiently, and with minimal friction
  • When there is friction, issues are surfaced early, documented clearly, and you bring ideas for resolutions to the table

What Your Growth Looks Like:
  • You'll build deep expertise in brokerage operations, transfers, and client relationship management
  • You'll further develop strong communication practices between external clients and internal functions, risk mitigation, and operational problem-solving skills
  • You'll gain exposure to cross-functional responsibilities between Advisors, Product, Engineering, and Operations at an exciting fintech start-up, with so much opportunity to pave your own path as you learn and grow

Apply