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Wealth Management Client Associate Jobs in Bridgewater, NJ

Neuberger Berman Group LLC

Client Associate

New York, NY · On-site

$80K - $100K/yr

The Client Associate will serve as a primary point of contact for clients, Wealth Mangers, delivering hands-on, high-touch administrative and service support across onboarding, account management ...

Neuberger Berman

Client Associate

New York, NY

$80K - $100K/yr

The Client Associate will serve as a primary point of contact for clients, Wealth Mangers, delivering hands-on, high-touch administrative and service support across onboarding, account management ...

Nb

Client Associate

New York, NY · On-site

$80K - $100K/yr

The Client Associate will serve as a primary point of contact for clients, Wealth Mangers, delivering hands-on, high-touch administrative and service support across onboarding, account management ...

eClercx

Practice Lead - Wealth Management

New York, NY · On-site

$150K - $225K/yr

Client Engagement & Business Development * Partner with client engagement managers and business development teams on pursuits, proposals, and pitches involving wealth management clients. * Act as a ...

UBS

Registered Client Associate

New York, NY · On-site

Do you know how to take care of people? We're looking for a Registered Client Associate to: • ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

M&T Bank

Wealth Senior Client Associate

New York, NY

$75K - $126K/yr

Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client ...

M&T Bank

Wealth Senior Client Associate

New York, NY · On-site

$75K - $126K/yr

Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client ...

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Wealth Management Client Associate information

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How much do wealth management client associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for wealth management client associate in Bridgewater, NJ is $22.90, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $25.58 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

What cities near Bridgewater, NJ are hiring for Wealth Management Client Associate jobs?

Cities near Bridgewater, NJ with the most Wealth Management Client Associate job openings:

Wealth Management Client Associate jobs near you

Client Associate

Neuberger Berman Group LLC

New York, NY • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

Position Overview:
The Client Associate is a client-facing role supporting the Quality Equity Group's mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of contact for clients, Wealth Mangers, delivering hands-on, high-touch administrative and service support across onboarding, account management, and day-to-day client needs. In addition, this individual will serve as a backup equity trader for the team, stepping in to execute trades in a disciplined and responsible manner when the team's primary trader is unavailable. The Client Associate will partner closely with Portfolio Management, Operations, Compliance, and Business Controls to ensure a seamless and rewarding client experience.
Primary Responsibilities:
  • Serve as a primary contact for existing and prospective clients, delivering responsive, high-touch support with strong follow-up and diligent execution
  • Address client inquiries and service requests promptly; resolve issues in a timely manner and escalate complex matters as appropriate
  • Work closely with Neuberger Wealth's organization to service end client requests
  • Prepare and review presentations for client meetings along with CPRs/Attribution for accounts
  • Work with members of the team to provide materials to support the team's fundraising efforts in the mutual fund, institutional and private wealth channels
  • Establish new accounts for individual and entity clients, including document preparation, KYC data gathering and review, quality control checks prior to submission, account funding coordination, and information follow-up
  • Process account maintenance requests including: KYC updates (name changes, address changes, personal data updates, and investment objective changes), control and interested party updates, and account feature changes such as check writing, margin, and options
  • Review and process requests for fund disbursements, securities gifting, ACATs, and DTC transfers, ensuring accuracy and timely execution
  • Provide support for the client online reporting portal (eClient), including initial setup assistance and ongoing general inquiries
  • Fulfill client requests for account documentation, performance reporting, tax documents, and other account-related materials
  • Maintain accurate client records and activity logs across internal systems
  • Assist with ad hoc projects to support the team
  • Serve as a backup equity trader for the team
  • Execute equity trades using both Charles River and Alladin accurately and responsibly in accordance with portfolio manager direction and firm trading policies and procedures Maintain awareness of open orders, trade status, and settlement activity to ensure continuity of trading operations
  • Develop and maintain working knowledge of the team's equity strategies and client portfolios to support accurate and timely trade execution

Experience & Skills Qualifications:
  • Bachelor's degree required
  • 2+ years of experience required
  • SIE, Series 7 & 66 licenses required or ability to obtain within firm timeline
  • Excellent interpersonal and communication skills, both written and verbal, with the ability to engage professionally and warmly with a diverse, high-net-worth client base
  • Highly organized with exceptional attention to detail and strong follow-through
  • Ability to manage multiple tasks simultaneously and prioritize effectively in a fast-paced, client-driven environment
  • Proficient in Microsoft Word, Excel, and PowerPoint
  • Collaborative, proactive, and service-oriented team player with a high standard of personal accountability
  • Passion for client service, investment excellence and sustainable business practices
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $80,000-$100,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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