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Financial Client Services Associate Jobs in Warren, NJ

Third Bridge

Associate, Client Services

New York, NY

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge Group

Associate, Client Services

New York, NY · On-site

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

Third Bridge

Associate, Client Services

New York, NY · On-site

$96K - $127K/yr

As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.

UBS

Registered Client Service Associate

Florham Park, NJ · On-site

... services and capabilities • help with the preparation of reports and other materials for client ... finance sector • bachelor's degree or equivalent preferred • excellent communicator, with top ...

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

Financial Client Services Associate information

See Warren, NJ salary details

$14

$33

$70

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

As of Aug 22, 2026, the average hourly pay for financial client services associate in Warren, NJ is $33.19, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $35.72 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 job categories do people searching Financial Client Services Associate jobs in Warren, NJ look for?

The top searched job categories for Financial Client Services Associate jobs in Warren, NJ are:

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

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

Financial Client Services Associate jobs near you

Client Experience Associate

Exela Enterprise Solutions, Inc.

New York, NY • On-site

$19 - $21/hr

Full-time

Re-posted 13 days ago

Job description

Job Description
CSA TS Client Services
About the Role:
As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing exceptional support and assistance. Your primary responsibility will be to address client inquiries, troubleshoot technical issues, and ensure timely resolution of all support requests. You will play a vital role in maintaining client satisfaction and fostering positive relationships by delivering high-quality service and support.
Essential Job Responsibilities:
Daily tasks and responsibilities include, but are not limited to the following:
  • Maintain the highest levels of customer service while demonstrating a friendly and cooperative attitude in a high visibility office environment.
  • Provide a consistent and quality experience in satisfying client demands which include, office, mail and reprographics (print) services.
  • Continuously monitor emails and print portal queue. Respond accordingly, as per business processes and operational guidelines, in a timely manner.
  • Provide guidance to customer in navigating the print portal.
  • Handle printing and scanning requests.
  • Demonstrate strong attention to and focus on details and processes. Perform frequent quality checks during print process.
  • Troubleshoots and clears material jams and other obstacles promptly.
  • Handle time-sensitive, confidential materials in accordance with privacy protection policies.
  • Establish operating procedures and quality standards.
  • Adapt to process changes as required by the client.
  • Other site national support and special projects as needed.
  • Participate in cross-training.
  • Provide backfill as needed.
  • Availability for overtime during busy season.

QUALIFICATIONS:
  • 2+ years of customer service experience
  • High school diploma or equivalent (GED)
  • Computer experience (Microsoft Office and/or Google Workspace. i.e. Word, Excel, E-mail, etc.)
  • Excellent verbal and written communication skills

REQUIREMENTS
  • Strong organizational skills, attention to details
  • Ability to work with minimal supervision
  • Ability to run a variety of tasks while fostering teamwork
  • Ability to learn various programs and applications
  • Ability to lift up to 55 lbs.
  • Ability to consistently adhere to business procedure guidelines and policies, and company safety standards
  • Accountability to meet the employer's attendance policy
  • Ability to take and follow directions
  • Professional presence
  • Participate in cross-training in print and tax processing support

"The pay range for this position is $19- $21/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonus opportunities may be provided as part of the compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position offered."

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