Client Service Associate - Series 7/63 | Client & Ops
Evolving Solution Services
Hennion & Walsh in Parsippany, NJ is seeking a Registered Client Service Associate (Series 7) to support Financial Advisors with client servicing and administrative tasks. This in‑person role requires active FINRA Series 7 and Series 63 licenses, plus strong client service, communication, and multitasking abilities to maintain accurate records and deliver a seamless client experience. Competitive compensation and a collaborative, growth‑oriented environment are provided, with ongoing training #J-18808-Ljbffr Evolving Solution Services
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate - Series 7/63 | Client & Ops in Parsippany, NJ vacancy
$50k - $70k
...Walsh is seeking motivated and detail-oriented Registered Client Service Associates to join our growing financial services team. This role is ideal for individuals who currently hold their FINRA Series 7 and Series 63 licenses and are looking to build a long-term career in...SuggestedHennion & Walsh Inc
Parsippany, NJ9 days ago$32.9k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and... ...Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Morristown, NJ2 days ago- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and... ...Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry...SuggestedWork at officeLocal area
- Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will... ...a client‑centric approach. The role requires FINRA Series 7 and Series 63 licenses, strong communication, and excellent organizational...Suggested
- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date... ...branch office. Your expertise • series 7 and 66 licenses • ideally 5+...SuggestedWork at officeFlexible hours
UBS
Florham Park, NJ2 days ago $60k - $65k
...instant updates as new positions become available. Registered Client Service Associate (Summit, NJ) Oppenheimer & Co. Inc. (“Oppenheimer”) is a... ...meticulous attention to detail and thoroughness FINRA Series 7 and 63/65 (or 66) required (within first three months of hire)...- ...Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced RegisteredClient Service Associate (CSA) to play a critical role in advisor transitions and delivering...Permanent employmentImmediate startShift work
H Cap Connect, LLC.
Parsippany, NJ3 days ago $70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...to suggest new processes and controls, where needed ~ Series certifications not required, but a plus ~ Addepar...Work at office$75k - $105k
PGIM Custom Harvest - Client Service Associate (Finance) Job Classification: Sales - Sales What you will do PGIM Custom Harvest is looking for an... ...customized SMA portfolios of ETFs. PGIM Custom Harvest manages $7.1 billion on behalf of a wide range of RIAs and wealth...Part time$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...PowerToFly
Convent Station, NJ1 day ago- Oppenheimer & Co Inc in Summit, New Jersey is seeking a Registered Client Service Associate to support a two-advisor wealth management practice. The role emphasizes impeccable client service, meticulous attention to detail, and the ability to work both independently and...
- Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. Responsibilities Process forms and documentation for custodial related items including opening...
- ...providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael Klein’s team and support our...Contract workWork at office
$80k - $110k
This position will be responsible for client, consultant, and prospective client reports, preparing questionnaires and RFPs, updating... ...seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. This professional will prepare...Work at office$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (40+ hours ) Benefits Offered ~ Dental,... ...Friday: 10:00 AM - 6:00 PM (or option to choose 11:00 AM - 7:00 PM, or 12:00 PM - 8:00 PM for the recurring schedule) Saturday...Full timeTemporary workWork at officeRemote workWork from home$45k - $60k
...Job Description Job Description Position Overview Hennion & 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 to build a long-term career in wealth management...- A financial services company is seeking a Client Service Associate in Wayne, New Jersey. The role involves providing operational and administrative support to the Client Services department, processing custodial documentation, assisting with client transactions, facilitating...
- ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66). If...Seasonal workWork at office
$49.5k - $77k
...This role is perfect for experienced professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative environment. Here, you’ll be more than just...Full timeFlexible hours$44k - $72k
...serving financial advisors and our clients. As a Client Associate/Registered Client Associate,... ...people, organizational, and client service skills Attention to detail coupled... ...advisors more efficient and effective Series 7 and 66 (or 63/65) licenses or the willingness...Full timeFlexible hours- ...life while advancing your career. You will join a supportive environment with mentorship from experienced leaders, a strong Customer Service focus, and opportunities to lead teams and develop professionally. Interviews will be conducted via Zoom. #J-18808-Ljbffr...Remote jobWork from homeFlexible hours
$60k - $70k
Northeast Private Client Group is a boutique financial advisory firm... ...The Client Relationship Associate is the primary administrative... ...execution carried out across our service, planning, insurance, and... ...We encourage licensing (SIE, Series 7, Series 65/66, Life & Health...Full time$31.2k - $90k
...Registered Service Associate Registered Service Associates perform operational... ...services and solutions that support clients' needs including secure, digital... ...degree preferred Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required...Temporary workWork at officeLocal areaRemote workHome officeNight shift- ...Client Services & Operations Manager Lead with purpose. Partner with impact. The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises discretion and independent judgement to resolve...Summer internshipWork at office
- Bank of America is seeking a dedicated individual to join our team in Summit, New Jersey, providing client service support to multiple Financial Advisors. This role includes maintaining client relationships and ensuring timely and accurate fulfillment of all client needs...
$44k - $80k
...Client Support Specialist We have an exciting opportunity... ...therefore have complex service and investment needs. In this... ...We're Looking For ~ Series 7 required ~ Series 63 preferred (paid training... ...base salary, to recognize associate achievements. And our benefit...Full timeRemote workFidelity Investments
Morristown, NJ2 days ago- IQVIA | Wayne, PA area-based Director, Client Services leads a regional team to ensure resourcing and staff development for trial payments projects... ...with global processes across sites. Position requires 7-10 years of relevant experience, strong leadership, and expertise...
$31.2k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and... ...services and solutions that support clients’ needs including secure, digital... ...degree preferred • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required...Full timeTemporary workWork at officeLocal areaRemote workHome officeNight shift- ...EPIC Insurance Brokers & Consultants is seeking a Private Client Associate to support Private Client Relationship Managers in delivering exceptional service to our Private Clients. This role involves teamwork with producers, sales support, and other team members to handle...
Epic-Insurance-Brokers-
Summit, NJ14 hours ago $58.5k - $65k
...options, earn continuing medical education credits and communicate with peers. We’re looking for an experienced and motivated client services professional to join our Client Success Organization. You will be responsible for building and maintaining strong post-sale/...Full timePart timeWorldwideFlexible hoursWebMD
Newark, NJmore than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate - Series 7/63 | Client & Ops. Be the first to apply!
Related searches
- community services specialist Parsippany, NJ
- professional services specialist Parsippany, NJ
- toyota service advisor Parsippany, NJ
- environmental services attendant Parsippany, NJ
- service administrator Parsippany, NJ
- health services administrator Parsippany, NJ
- car service advisor Parsippany, NJ
- facility service associate Parsippany, NJ
- nutrition services aide Parsippany, NJ
- service worker Parsippany, NJ