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Senior Client Associate Jobs in Glassboro, NJ (NOW HIRING)

Ryan, LLC

Client Development Associate

Media, PA · Remote

... and client-focused Client Development Associate to support the full client lifecycle from ... Collaborate with senior team members to convert growth opportunities Education and Experience:

Ryan, LLC

Client Development Associate

Media, PA · Remote

... and client-focused Client Development Associate to support the full client lifecycle from ... Collaborate with senior team members to convert growth opportunities Education and Experience:

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Glassboro, NJ

Senior Client Associate information

See Glassboro, NJ salary details

$28K

$71.7K

$128.6K

How much do senior client associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for senior client associate in Glassboro, NJ is $71,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,000.00 and $91,900.00 per year, depending on experience, location, and employer.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What job categories do people searching Senior Client Associate jobs in Glassboro, NJ look for?

The top searched job categories for Senior Client Associate jobs in Glassboro, NJ are:

What cities near Glassboro, NJ are hiring for Senior Client Associate jobs?

Cities near Glassboro, NJ with the most Senior Client Associate job openings:

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Glassboro, NJ as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $71,739 per year, or $34.5 per hour.

Senior Client Service Associate

Cerity Partners

Philadelphia, PA • On-site

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

Senior Client Service Associate

The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions, processes detailed account tasks, and handles escalated issues, ensuring seamless account openings, money movements, and paperwork processing. With a comprehensive understanding of investment products and regulations, the Senior Associate may provide basic financial advice if Series 65 certified. Strong leadership, problem-solving, and communication skills are essential.

Primary Responsibilities
  • Custodian interaction & paperwork processing:
    • Process account openings, funding, deposit electronic checks, money movements, 401(k) rollovers, process tasks with Custodians.
  • Maintain a fundamental understanding of the firm's investment offerings in order to contribute to portfolio discussions.
  • Schedule client meetings
  • Organize advisory team meetings and events.
  • Involvement in company committees and/or firm-wide initiatives.
  • Receive client calls and resolve questions or issues as needed.
  • Prepare for and provide follow-up for client meetings:
    • Prepare client forms and financial reports in advance of client meetings.
    • Attend meetings to take notes and send a summary to both the client and the advisory team.
  • Comprehensive knowledge of investment accounts, products and the forms required to transact business.
  • Lead internal coordination across departments to ensure all client tasks/follow-up is completed in a timely manner.
    • Drive proactive process improvements for advisors and CSA team members.
  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed
  • Provide ongoing maintenance and quality control of CRM.
  • Execute client appreciation and retention activities
  • Upon obtaining the Series 65 license:
    • Give basic financial advice
    • Assist with 401(k) rollovers
Required Qualifications:
  • Bachelor's degree
  • 5+ years of experience
Preferred Qualifications:
  • Series 65 licensing
  • Completion of CFP®
Skills and Competencies:
  • Demonstrate strong and effective communication, organizational and time management skills.
  • Comprehensive knowledge of investment accounts, products and the forms required to transact business.
  • Ability to work in a team based/collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.
Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at a time.
Compensation Range:

$70,000 - $85,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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