Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Services Associate

PowerToFly

A leading financial services firm located in Red Bank, NJ, is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have strong interpersonal, organizational, and client service skills, with a commitment to detail. Responsibilities include executing transactions, answering client inquiries, and assisting with various administrative tasks. This role offers a competitive salary range and comprehensive benefits, along with opportunities for career growth. #J-18808-Ljbffr PowerToFly

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate in Red Bank, NJ vacancy
  • $31.2k - $90k

    Morgan Stanley is seeking a Registered Client Service Associate in Shrewsbury, NJ, to provide exceptional service to clients and support Financial Advisors. The successful candidate will assist with client interactions and account management, ensuring a client-first approach... 
    Suggested
    Work at office

    Morgan Stanley

    Shrewsbury, NJ
    1 day ago
  • $32.92k - $85k

     ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Red Bank, NJ
    2 days ago
  • $31.2k - $90k

     ...Position Summary Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Shrewsbury, NJ
    4 days ago
  • $32.9k - $90k

    POSITION SUMMARYClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan-Stanley

    Red Bank, NJ
    3 days ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun... 
    Suggested
    Work at office

    Vodia Ventures

    Holmdel, NJ
    3 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive...  ...and investment products and services for individuals, companies, and...  ...based wealth management, helping clients plan for retirement,...  ...and Wealth Management Client Associates build personal relationships... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Red Bank, NJ
    4 days ago
  • A leading company in New York seeks a passionate individual for a role in customer service leadership. This position offers flexibility with work-from-home options, a supportive environment, and opportunities for professional growth through mentorship. The ideal candidate... 
    Remote work
    Work from home

    Medium

    Middletown, NJ
    5 days ago
  • $20 - $23 per hour

     ...a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work...  ...Hanover Bank is looking for a full-time Client Service Associate ("CSA") to join our team. The Client Service Associate enhances... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Remote work

    Hanover Bank

    Freehold, NJ
    2 days ago
  • $15.5 - $17 per hour

     ...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as... 
    Hourly pay
    Local area
    Flexible hours

    Jackson Hewitt

    Hazlet, NJ
    4 days ago
  • $50k - $83k

     ...What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management’s core values and culture as an integral...  ...financial advisors, clients and the team.  The Branch Service Manager (BSM) is a player-coach role, acting as... 
    Full time
    Work at office
    Flexible hours

    Royal Bank of Canada

    Red Bank, NJ
    more than 2 months ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Red Bank, NJ
    14 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Red Bank, NJ
    1 day ago
  • Bank of America is seeking a Client Service Support for Financial Advisors in Red Bank, NJ. This role focuses on providing exceptional client service by educating clients on various banking offerings and ensuring the effectiveness of client interactions. The ideal candidate... 

    Bank of America

    Red Bank, NJ
    4 days ago
  • Morgan-Stanley is looking for a Client Service Associate in Red Bank, New Jersey, to provide exceptional service to clients and support Financial Advisors. This role involves building trusted relationships with clients and assisting them with money movement transactions... 
    Work at office

    Morgan-Stanley

    Red Bank, NJ
    3 days ago
  • $15.92 - $19.9 per hour

    N23 Premium Brands Opco LLC is seeking a Store Associate for The Grove in Shrewsbury, NJ. This position involves delivering outstanding client service, maintaining a clean environment, and achieving individual performance goals. The ideal candidate will exhibit strong client... 
    Hourly pay
    Flexible hours

    N23 Premium Brands Opco LLC

    Shrewsbury, NJ
    2 days ago
  •  ...We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but...  ...Benefits:We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,... 
    Contract work
    Local area

    Dollar Tree

    Red Bank, NJ
    1 day ago
  • $13 - $16 per hour

     ...If you believe you are Very Strong at Sales... and Customer Service... this is a great career opportunity. *********************...  ...Massage Envy of Shrewsbury are currently hiring Guest Service/Sales Associates! You can earn between $13 and $16+ per hour. Note. (... 
    Hourly pay
    Full time
    Part time
    Currently hiring
    Immediate start

    European Wax Center

    Shrewsbury, NJ
    17 days ago
  • $40k - $53k

     ...is a leading provider of comprehensive facilities maintenance services, specializing in multi-site portfolios across North America. At...  ...customer experiences and maintaining long-term relationships with our clients. SMG’s steadfast commitment to quality, client-centricity... 
    Full time
    Shift work
    Night shift
    Weekend work

    SMG Facilities

    Red Bank, NJ
    4 days ago
  • $21 per hour

     ...Veterinary Client Service Representative - Front Desk Veritas Veterinary Partners offer exciting career opportunities in state-of-the-art facilities across the U.S. Our hospitals, open 24/7/365 and staffed by board-certified specialists, create a collaborative environment... 
    Local area
    Monday to Friday

    Veritas Veterinary Partners

    Eatontown, NJ
    4 days ago
  • Summary Client Advisor responsible for delivering an exceptional luxury retail experience, building client relationships, and achieving...  ...through knowledgeable product presentation and personalized service. The role requires passion for the brand, strong communication,... 
    Night shift
    Weekend work

    brobstongroup.com - Jobboard

    Red Bank, NJ
    4 days ago
  • $21 per hour

     ...network of trust and opportunity for veterinary professionals nationwide, specializing in specialty and emergency‑care hospitals. Client Service Representative We are looking for an energetic and empathetic Client Service Representative to join the team at Garden State... 
    Local area

    Veritas Veterinary Partners

    Eatontown, NJ
    1 day ago
  • $18.79 - $25.42 per hour

    FashionUnited is seeking a Client Advisor in Red Bank, New Jersey. This role involves embodying the Tiffany brand and enhancing client experiences through personalized service and strong relationship-building skills. The ideal candidate will have experience in luxury retail... 
    Hourly pay

    FashionUnited

    Red Bank, NJ
    3 days ago
  • $21 per hour

    Veritas Veterinary Partners in Eatontown is looking for a passionate Client Service Representative to join our vibrant team. In this role, you'll engage with pet owners, ensuring they receive top-notch service while managing multiple tasks in a fast-paced environment.... 
    Afternoon shift

    Veritasvetpartners

    Eatontown, NJ
    1 day ago
  • Veritas Veterinary Partners is seeking an energetic Client Service Representative for Garden State Veterinary Specialists in Eatontown, NJ. This position requires excellent communication skills and a compassionate attitude towards pets and their owners, providing a supportive... 
    Afternoon shift

    Veritas Veterinary Partners

    Eatontown, NJ
    1 day ago
  • $23.13 per hour

     ..., and billing as well as office support services within the business line. Assist customers...  .... Communicate the specific needs of the client and the available service to the...  ...Two (2) Years Healthcare Experience Associates degree or higher Compensation Minimum... 
    Hourly pay
    Full time
    Part time
    Apprenticeship
    Work experience placement
    Work at office
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    Hackensack Meridian Health

    Eatontown, NJ
    5 days ago
  • $80k - $85k

     ...salary First-year on-target earnings: $80,000–$85,000 Established client relationships and ongoing support Long-term growth opportunity...  ...Background & Skills Professional backgrounds in client service, account management, sales, HR, finance, education, or healthcare... 
    For contractors
    Shift work

    Nbutexas

    Eatontown, NJ
    3 days ago
  •  ...solutions selling, cold calls, prospecting, territory planning and client relationship building • Builds long-term client partnerships...  ...of candidates • Maintains and monitors client contractual service agreements and regularly audits to ensure contractual compliance... 
    Local area

    BAMM USA

    Eatontown, NJ
    4 days ago
  • $60k

     ...their most significant risk, workforce, wealth management and retirement challenges through...  ...Solutions, a part of NFP. PPI is a service‑first organization delivering end‑to‑end...  ...services and technology with a strong focus on client and partner needs. To learn more, please... 
    Full time
    Work at office
    Remote work

    NFP, an Aon company

    Middletown, NJ
    4 days ago
  •  ...include generating new business through outside sales activities, building long-term client partnerships, coordinating with recruiters, maintaining and monitoring client contractual service agreements, quickly resolving customer issues, using ATS to manage activity,... 
    Local area

    BAMM Staffing

    Eatontown, NJ
    1 day ago
  •  ...Commercial Lines Account Manager performs essential functions including supporting Sales Executives/Account Executives and assisting clients with service needs and account changes. This role requires service and marketing responsibilities while upholding the agency's quality... 
    Hourly pay
    Work at office

    ALKEME Insurance

    West Long Branch, NJ
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!