Client Services Associate
$50.25k - $64.5kFF 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.
$70k - $85k
...Client Services Associate White Label Location: New Jersey Salary: $70,000 - $85,000 Work Type: Hybrid Working Position Summary GLAS is an international provider of institutional debt administration services, serving lenders, borrowers, issuers, and advisers...Suggested- ...Client Service Delivery Associate IIJoin 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...Suggested
- ...Client Services AssociateJersey City, New Jersey, United StatesAbout the JobHello Sunshine Travels is a growing travel business dedicated... ...DescriptionThis is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...SuggestedFull timeRemote work
$100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service...SuggestedWork at officeRemote work$25 - $29.4 per hour
...Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid) . Please review the job description below and contact me ASAP if you are interested. Job ID...SuggestedContract workLocal areaImmediate start- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. Theyre looking for an experienced client service professional who can...
$20 - $22 per hour
...Client Services AssociateReports To: Client Services Supervisor, Client Services Manager, or equivalent leadershipTypical Work Schedule:... ...operations moving, this role is for you. As a Client Services Associate, you'll support document preparation, scanning, indexing, and...Full timeTemporary workPart timeWork at officeImmediate startMonday to Friday- ...Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Work Schedule: Monday–Friday | 8:00AM-5... ...operations moving, this role is for you. As a Client Services Associate , you’ll support document preparation, scanning, indexing, and...Work at officeMonday to Friday
$20 - $22 per hour
...Client Services Associate Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Work Schedule: MondayFriday | 8:00AM-5:00PM Power the Transition from Paper to Digital If you enjoy structured work, repetitive tasks...Full timeTemporary workPart timeWork at officeImmediate start$120k - $140k
...Operations Manager or Financial Advisor role This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping....- ...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...Work at office
$57.3k - $70k
...improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs... ...of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary...H1bWork at officeLocal areaRemote workShift work- ...Climate Impact Partners is seeking a Client Services Associate to help drive climate action by delivering consistent, high-quality support after the sale—from onboarding through ongoing engagement to renewal. You will own a portfolio of client relationships and collaborate...Remote work
$80k - $100k
...Client Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York, NY (local candidates only please) On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED /...Work at officeLocal areaMonday to Friday$68k - $90k
...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. Leading...Temporary workWork at officeLocal area- ...built around the deep relationships we have with our nearly 200 clients. Our mission is to advance our clients’ interests through a... .... We’re looking for a proactive and detail-oriented Client Service Associate who enjoys supporting others and keeping things moving behind...Work at officeShift work
- AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will talk with people who already requested help on financial-protection options, be trained and coached, and measured on activity and results. Interviews are on Zoom and you’ll work ...Remote job
- ...due to a disability, contact this employer to ask for an accommodation or an alternative application process. Registered Client Service Associate Active - Regular full-time Exempt 2810 Johnston, Lafayette, LA, US 1 Attachments 8 days ago Requisition ID: 2742 PURPOSE...Full timeWork at office
- Jackson Hewitt - 1766 is seeking a Client Service Associate to be the friendly face for all who visit our offices, delivering exceptional client experiences and providing essential support. You will actively engage with clients, confirm appointments, and follow up with...
- ...someone who thrives in a welcoming, customer service-oriented environment with excellent communication... ...you enjoy building strong relationships with clients, then look no further and Join our team as a Client Service Associate and be the friendly face for all those who...Hourly payRelocation packageFlexible hours
- ...Client Service Manager Associate In Securities Services At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction...
- ...is a fast growing, pioneering financial services firm that invests heavily in the growth... ...relationships. By offering an array of services, clients can receive tailored solutions that... ...The Position: The Client Service Associate is a key role that ensures excellence...Full timeTemporary workPart timeRemote workFlexible hours
$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$75k - $95k
...Registered Client Associate Join a Growing Wealth Management Practice Black Brook Wealth Advisors and BBDG Wealth Partners... ...and is passionate about delivering exceptional client service. The successful candidate will serve as a key point of contact...Work at officeLocal area- Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to support Financial Advisors in delivering personalized wealth guidance and top-tier client service. You will help customize solutions, manage client inquiries, and align banking and investment...
- ...AO Garcia Agency is seeking a client-facing professional for fully remote work in financial services. You will guide families and individuals, enroll new clients, and provide ongoing support with a focus on clarity and empathy. The role emphasizes self-motivation,...Remote work
- ...community and are committed to creating a workplace that looks like the world that we serve. Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital...Remote workFlexible hours
- ...SPS North America is seeking a Client Services Associate in Jersey City, NJ to support document preparation, scanning, indexing, and records management while aiding in preserving important business records. The role includes cross-training for reception coverage and light...Work at office
$50k - $60k
...Position Summary The Client Accounting Associate will support the Wealth Management business segment and the Partners and Principals responsible... ...endowments and philanthropies. We offer lifestyle management services tailored to support clients' needs which can include bill...Work experience placementLocal areaFlexible hours- ...an innovative product through impactful client collaboration and crafting exceptional solutions... ...As a Senior Client Solutions Architect Associate in Embedded Payments, you contribute... ...across banking, markets, securities services and payments. Corporations, governments...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- internal service advisor Jersey City, NJ
- patient service specialist Jersey City, NJ
- court services officer Jersey City, NJ
- protective services officer Jersey City, NJ
- service delivery associate Jersey City, NJ
- community services specialist Jersey City, NJ
- transaction services specialist Jersey City, NJ
- environmental service worker Jersey City, NJ
- information technology and services consultant Jersey City, NJ
- public service officer Jersey City, NJ


