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

Client Services Associate

FF Inc

Jersey City, NJ | Full-Time

About the Role

We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication.

In this role, you’ll work directly with clients to understand their needs, provide information about products and services, coordinate follow-ups, and help ensure a smooth experience throughout each interaction. You’ll also work closely with internal sales and account teams to keep client requests organized and identify opportunities to provide additional support.

What You’ll Do

  • Serve as a point of contact for new and existing clients
  • Communicate with clients regarding products, services, account information, and current offerings
  • Respond to client questions and provide accurate, timely information
  • Learn individual client needs and help connect them with appropriate products or services
  • Support new client onboarding and account setup
  • Coordinate follow-up communication with clients
  • Maintain regular contact regarding account needs and updates
  • Assist with client meetings, appointments, and account-related communications
  • Maintain accurate client information and interaction history
  • Update account activity and client records within CRM systems
  • Monitor open requests and coordinate next steps with internal teams
  • Assist sales and account teams with client-related activities
  • Prepare client materials and account information
  • Gather client feedback and communicate relevant insights internally
  • Identify recurring client needs and opportunities for additional support
  • Help maintain strong client relationships through responsive communication and reliable follow-through
  • Collaborate with sales, account management, and operations teams to support client needs

What We’re Looking For

  • Strong verbal and written communication skills
  • Friendly, professional, and confident interacting with clients
  • Excellent organization and attention to detail
  • Strong relationship-building and interpersonal skills
  • Ability to understand client needs and communicate solutions clearly
  • Reliable follow-through and time management
  • Comfortable managing multiple client conversations and priorities
  • Professional and collaborative approach
  • Comfortable working in a fast-paced environment
  • Basic computer skills and ability to learn CRM and account management systems

Previous experience in client services, account management, sales, business development, hospitality, retail, marketing, or another client-facing environment is helpful but not required.

What We Offer

  • Competitive compensation with bonus opportunities
  • Paid training and ongoing support
  • Full-time schedule
  • Collaborative and professional team environment
  • Opportunities for advancement within Client Services, Account Management, Sales, and Business Development

Join Our Client Services Team

The Client Services Associate plays an important role in maintaining strong client relationships and supporting ongoing account activity. You’ll work across client communication, account support, relationship management, and sales support to help ensure clients receive responsive and professional service.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Jersey City, NJ vacancy
  •  ...About the job Client Services Associate Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become... 
    Suggested
    Full time
    Remote work

    Hello Sunshine Travels

    Jersey City, NJ
    2 days ago
  •  ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service... 
    Suggested
    Work at office

    Chase

    Jersey City, NJ
    2 days ago
  •  ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service... 
    Suggested
    Work at office

    Chase

    Jersey City, NJ
    5 days ago
  • Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial Services group, you will play a pivotal... 
    Suggested

    JP Morgan Chase

    Brooklyn, NY
    4 days ago
  • Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing... 
    Suggested

    JP Morgan Chase

    Brooklyn, NY
    3 days ago
  •  ...Client Services - Client Success Associate, ADR Baton Rouge, LA, USA • Veritext, 721 Government Street, Baton Rouge, Louisiana, United States of America Job Description At Veritext, we focus on the details – so legal teams can focus on the case. About the role: Providing... 
    Temporary work
    Summer work
    Work at office
    Local area
    Remote work

    Veritext

    Brooklyn, NY
    5 days ago
  •  ...us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. SUMMARY The Client Services Associate provides administrative and operational support to Wealth Advisor, Financial Consultants, Trust Officers, Retirement Plan... 
    Work at office
    Monday to Friday

    First Interstate

    Brooklyn, NY
    3 days ago
  •  ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and...  .... What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial... 
    Work at office
    Immediate start

    Stifel Financial

    Brooklyn, NY
    15 hours ago
  • $16.54 - $22.67 per hour

     ...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping...  ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional... 
    Hourly pay
    Local area

    TBK Bank, SSB

    Brooklyn, NY
    5 days ago
  • ## Registered Client Service Associate (Shreveport, LA)Applylocations: Shreveport, Louisiana - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0012569**Job Description Summary**Supports Financial advisors and their prospective and existing... 
    Work experience placement
    Work at office

    Raymond James Financial Services

    Brooklyn, NY
    3 days ago
  •  ...Marsh McLennan Agency in Raleigh, NC is seeking a Client Support Associate on the Business Insurance team to deliver prompt, courteous service to clients and colleagues. You will support the team with processing policy changes, certificates and evidence of property insurance... 

    NACBA

    Brooklyn, NY
    5 days ago
  • $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 time
    Temporary work
    Work at office
    Remote work
    Work from home

    Summit Prep LLC

    Short Hills, NJ
    16 days ago
  •  ...Job Description Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences.  As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client... 

    JPMorgan Chase & Co.

    Brooklyn, NY
    16 days ago
  • Client Service Associate - Argent Wealth Management Waltham, MA, USA Job Description Posted Tuesday, August 11, 2026 at 5:00 AM Your Future Team Investments, estate, tax and financial planning - all under one roof. Argent Wealth Management is an independent-minded business... 
    Permanent employment
    Work at office
    Local area

    HighTower Advisors, LLC

    Brooklyn, NY
    2 days ago
  • Hightower is seeking a Client Service Associate for White Pine Wealth Management in Portland, ME. You will deliver a white-glove client experience, coordinating with advisors and the service team while handling sensitive financial information with utmost confidentiality... 

    HighTower Advisors, LLC

    Brooklyn, NY
    2 days ago
  • Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our... 
    Work experience placement
    Work at office

    Raymond James Financial, Inc.

    Brooklyn, NY
    3 days ago
  • $500 per month

    Careers / Alpaca / Registered Brokerage Client Service Associate - Pacific Timezone Registered Brokerage Client Service Associate - Pacific Timezone Posted 1 day ago Your Role: This is an opportunity to join a Fintech firm specializing in many facets of the broker-dealer... 
    Remote work
    Home office

    Social Leverage

    Brooklyn, NY
    6 days ago
  • $55k - $75k

     ...advisors and their prospective and existing clients and other branch staff team members....  ...years of rich history and recognition for service and excellence in the Financial Services...  ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and... 
    Work experience placement
    Work at office

    Raymond James Financial, Inc.

    Brooklyn, NY
    3 days ago
  • $60k - $70k

    Client Service Associate- White Pine Wealth Management Portland, ME, USA Job Description Posted Wednesday, August 26, 2026 at 5:00 AM Your Future Team White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based... 
    Permanent employment
    Work at office
    Local area

    HighTower Advisors, LLC

    Brooklyn, NY
    2 days ago
  • CAPTRUST is seeking a Wealth Client Management Associate to assist Client Management Consultants with day-to-day client service, research, and issue resolution. You will help prepare quarterly reviews and client materials, maintain CAPCONNECT client data, and coordinate... 

    Captrust

    Brooklyn, NY
    5 days ago
  • Northern Trust, a global leader in wealth management and asset servicing, seeks a client-focused professional in Tempe to support account opening, servicing, and trade execution. You will assist Financial Advisors in tailoring investment objectives to risk and market conditions... 

    Northern Trust Corp

    Brooklyn, NY
    2 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. The Client Service Associate enhances the client experience... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Hanover Community Bank

    Forest Hills, NY
    3 days ago
  •  ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail...  ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,... 

    Chase

    Jersey City, NJ
    3 days ago
  •  ...on the details - so legal teams can focus on the case. About the role:Providing our clients with exceptional service is the foundation of our business. The Client Scheduling Associate (Corporate Services) manages all aspects of deposition scheduling, creating a positive... 
    Temporary work
    For subcontractor
    Summer work
    Local area
    Remote work

    Veritext Legal Solutions

    Livingston, NJ
    4 days ago
  •  ...Silvercrest Asset Management Group LLC in Richmond, VA seeks a detail-oriented professional to support portfolio management and client service. You will assist with account openings, transfers, and ongoing client communications, interfacing with custodians and external... 

    Silvercrest Asset Management Group

    Brooklyn, NY
    1 day ago
  • $59k - $65k

     ...Medscape Client Services Professional Medscape, a division of WebMD, develops and hosts physician portals and related mobile applications that make it easier for physicians and healthcare professionals to access clinical reference sources, stay abreast of the latest... 
    Full time
    Part time
    Flexible hours

    WebMD

    Newark, NJ
    5 days ago
  • $76k - $135k

     ...Securities Services - Alternative Fund Services - Associate Job Information Job Identification: 210565069 Job Category: Product Business Unit: Corporate &...  ...We provide administration services to more than 150 clients across all alternative asset classes. Job Responsibilities... 
    Full time
    Work at office
    Shift work

    TwinThread LLC

    Jersey City, NJ
    5 days ago
  • Help deepen relationships with strategic clients through targeted engagement strategies...  ...a Payments Strategic Client Engagement Associate in Global Payments Sales, you will support...  ...skills2+ years of experience in financial services, marketing, sales enablement,... 

    JP Morgan Chase

    Jersey City, NJ
    5 days ago
  • CAPTRUST in Newton, MA is seeking a Senior Client Management Associate to support Client Management Consultants with day-to-day client service, research, and issue resolution. You will help prepare quarterly reviews, manage onboarding, and coordinate with advisors, while... 

    Captrust

    Brooklyn, NY
    4 days ago
  •  ...Associate In Exposure Management Be at the center of risk management for a global leader in Securities Services. Your expertise will help drive the safety and soundness of our business, supporting institutional clients and enabling innovation across markets. As an... 

    Chase

    Jersey City, NJ
    1 day ago

Do you want to receive more vacancies?

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