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

Progyny

Senior Client Onboarding Manager

New York, NY · On-site

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Partnering with a team of Associate Onboarding Manager (s) and/or Onboarding Manager(s) within the ...

Progyny

Senior Client Onboarding Manager

New York, NY · On-site

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Partnering with a team of Associate Onboarding Manager (s) and/or Onboarding Manager(s) within the ...

Albertsons

Senior Client Partner

Manhattan, NY · On-site

Sr. Client Partner Are you ready to take the next step in your career? Join us for an exciting ... Associate discounts * Health and financial well-being benefits for eligible associates (Medical ...

Apex Fintech Solutions

Sr Client Delivery Analyst

New York, NY · Hybrid

$96K - $127K/yr

As the Senior Client Delivery Analyst, you will oversee the end-to-end onboarding process for new ... Technical acumen and ability to quickly learn new technologies #sales #full-time #associate #mid ...

DDK

Senior Client Account Services

Manhattan, NY · On-site

$81K - $102K/yr

We are looking for a Senior Client Accounting Services Accountant for either our NYO or Jericho ... Review the work of associate-level staff and interns, providing guidance and education to enhance ...

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Showing results 21-40

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

Senior Client Associate information

See Hoboken, NJ salary details

$31.7K

$81.2K

$145.5K

How much do senior client associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for senior client associate in Hoboken, NJ is $81,179.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,700.00 and $103,900.00 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 are popular job titles related to Senior Client Associate jobs in Hoboken, NJ?

For Senior Client Associate jobs in Hoboken, NJ, the most frequently searched job titles are:

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

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

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

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

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Hoboken, NJ as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 13% Part Time, 1% Temporary, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $81,179 per year, or $39 per hour.

Sr Client Service Associate

Wealth Enhancement Group

Great Neck, NY • On-site

$80K - $90K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 1 hour ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Great Neck, NY office has an exciting opportunity for a Sr Client Service Associate! This role serves as the liaison between the client and the Financial Advisor (FA) as part of our High-Net-Worth team. You will work with all aspects of the client experience by helping to deliver excellent service to clients and support, including financial paperwork and financial account review preparation. The ideal candidate thrives in a team-oriented environment and is motivated by helping others.
This is an on-site position working in our office Monday through Friday.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
New Client Onboarding
  • Ensures accurate completion of prospect/new client paperwork/set up
  • Follow up on funds transfer from surrendering company
  • Maintains CRM-Salesforce database
  • Research and follow up on any issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors
  • Record incoming assets to the appropriate blotting tool
Client Relationship Management
  • Dialogues with client to understand their personal history and current financial needs
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
  • May work with client's tax or legal counsel on client concerns
Client Review Prep and Follow Up
  • Gather client data and may prepare the materials for client meetings and reviews
  • Conducts tax research (1099s)
  • Completes any follow-up needs for clients
Industry/Company Knowledge
  • Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes, and sales model
  • Understands financial terminology and products
  • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
  • Attends Client Services and company educational events
Team and Corporate Support
  • Assists Advisor Team Operations to streamline processes
  • Completes operational projects to support enhancements and changes
  • Communicates process and sales updates to team
Education/Qualifications
  • Bachelor's Degree (or equivalent experience) in business; finance, economics or related
  • 3+ years Financial Services experience preferred
  • Minimum of 1 year as Client Service Associate
  • Superior verbal and written communication skills
  • Proficient with Microsoft Office Suite; strong proficiency with Excel
  • Familiarity with Salesforce and Support Org functionality
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Career level is $51,450.00 to $84,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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