Financial Planning & Client Services Associate
Northwestern Mutual Group
A leading financial services company in Florham Park, NJ is seeking a Sales Execution & Financial Planning Associate. This full-time role requires establishing client relationships, assisting in financial planning processes, and managing underwriting operations. Candidates should have 2-5 years in insurance support, strong organizational skills, and a proactive approach. Life and Health licensing is preferred, and a commitment to professional development is encouraged. #J-18808-Ljbffr Northwestern Mutual Group
$75k - $85k
...Client Service AssociateAt Sax Advisory Group, LLC we are driven by our ability to turn... ...offering strategic long-term financial and estate planning built on trust, integrity, and meaningful... ...seeking a full-time Client Service Associate to join our growing firm based in...SuggestedFull timeWork at officeVisa sponsorshipWork visa$60k - $70k
...enriching the lives of our clients. We continually seek to perfect... ...our craft of personalized financial planning with our team-based Roundtable... ...and investment management services to over 90,000 households from... ...for a Sr Client Service Associate who is ready to do more than...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hours- Wealth Enhancement is seeking a Sr Client Service Associate for our Parsippany, NJ office. This on-site role offers a clear career path from Senior Client Service Associate to Associate Financial Advisor, with mentorship and structured development, including sponsorship...SuggestedWork at office
- ...Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor... ...has a strong operational mindset, experience in the financial services industry, and the ability to manage multiple tasks...Suggested
- ...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis... ...delivering against their business plan and client service modelRemaining...SuggestedWork at officeLocal area
$70k - $90k
...Client Service AssociateRobertson Stephens Wealth Management is a national... ...wealth management, wealth planning, and investment strategy... ...candidate is able work with financial advisors and our custodians... ...liaison with Salesforce and associated CRM activities, including mail...- ...Merit Financial Advisors is seeking a Client Service Associate to manage client interactions and ensure confidentiality in all business matters. You will support advisors, coordinate appointments, and handle administrative tasks across accounts, transfers, and custodian...
$50k - $53k
...Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment... ...Opportunity NEPCG is seeking a Client Service Associate to support the onboarding of new... ...funds from qualified retirement plans, including initiating contact...Full time$385k
...of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work... ...of substantive law firm experience in estate and tax planning for high-net-worth individuals. ~ Demonstrated drafting...Private practiceWork at office$59.8k - $82.3k
...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing... ...analyzing client data, helping prepare financial plans, working with clients to process transactions,...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- ...a fast growing, pioneering financial services firm that invests heavily in... ...offering an array of services, clients can receive tailored... ...Position: The Client Service Associate is a key role that ensures excellence... ...Dependent Care FSA 401(k) Plan with company matching Paid...Full timeTemporary workPart timeRemote workFlexible hours
- Northeast Private Client Group in Florham Park, NJ, seeks a Client Service Associate to support onboarding and servicing of clients in a fast-paced wealth-management environment. You will handle account paperwork, CRM data entry, client inquiries, and liaison with custodians...
- Oppenheimer & Co. Inc. in Florham Park, NJ is seeking a Client Service Associate to support the Private Client Division. You will service clients, handle scheduling, prepare information for executive discussions, and assist with marketing and events. The ideal candidate...
$50k - $70k
...is seeking motivated and detail‑oriented Registered Client Service Associates to join our growing financial services team. This role is ideal for individuals who... ...Full medical and dental benefits 401(k) plan with company match Open and supportive team‑based environment...Work at office- Oppenheimer & Co. Inc in Florham Park, NJ is seeking a Client Service Associate to join the Private Client Division. The role focuses on servicing clients, marketing, scheduling meetings, managing databases, and providing organizational support. The ideal candidate will...
- Hennion & Walsh is seeking a Client Service Associate to join our wealth management team. You will assist financial advisors with account servicing, paperwork processing, and day-to-day client communications in a collaborative office environment. Ideal candidates have...Work at office
$60k - $65k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate... ...office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of...- Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations at the Florham Park, NJ branch. The role requires strong interpersonal and multitasking abilities and...
- Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work closely with Financial Advisors to provide high‑level service, handle account inquiries, and support daily operations with a...
$45k - $60k
...& Walsh is seeking a motivated and detail-oriented Client Service Associate to join our growing financial services team. This role is ideal for someone looking... ...compensation Full medical and dental benefits 401(k) plan with company match Paid time off and holidays...Work at office$50k - $55k
...market investment bank and full service broker-dealer. With roots... ...range of activities in the financial services industry,... ...Description The firm is seeking a Client Service Associate to join our Private Client... ...with marketing efforts and plan client events Prioritize daily...Local area- Morgan Stanley is seeking a Registered Client Service Associate in Morristown, NJ to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships, answer non-investment questions, and assist with account...
$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service and supporting Financial Advisors. Candidates should possess strong interpersonal skills and knowledge of financial services...$32.22k - $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... ...teams in delivering against their business plan and client service model • Remaining...Full timeTemporary workWork at officeLocal area$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (40+ hours ) Benefits Offered ~ Dental, Life, Medical, Paid Time Off, Retirement, Vision Compensation ~$50,000 to $60,000 per year Location : Short...Full timeTemporary workWork at officeRemote workWork from homeWeekend work- Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors in Summit, NJ. You will educate clients on bank offerings, ensure timely materials, and help develop customized wealth strategies while maintaining...
$60k - $70k
Wealth Enhancement Group in Parsippany, NJ is seeking a Sr Client Service Associate to grow into advisory roles. This on-site role supports... ..., with structured development leading toward an Associate Financial Advisor and beyond. The company offers mentorship, sponsorship...$49.5k - $77k
...Wealth Management Registered Client AssociateThis role is perfect... ...years in a Registered Client Associate position and active Series 7... ...ready to deliver exceptional service in a fast-paced, collaborative... ...customer needs and escalate to financial advisors when appropriate....Flexible hours- ...(Hybrid/Onsite) Our client is seeking an Accounting... ..., providing strategic financial guidance and... ...financial modeling, cash flow planning, and operational decision... ...within a professional services environment. Team... ...Dues with Industry Associations ~ Employee Referral...Temporary workSummer workCasual workWork from home
$49.5k - $77k
...professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or... ...licenses, ready to deliver exceptional service in a fast-paced, collaborative... ...inquiries and customer needs and upscale to financial advisors when appropriate. Adhere to...Full timeFlexible hours
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