Registered Client Service Associate
$50k - $70kEvolving Solution Services
Registered Client Service Associate (Series 7) Parsippany, NJ, US Salary Range: $50,000.00 To $70,000.00 Annually Hennion & 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 financial services outside of a purely sales‑focused role. As a Registered Client Service Associate, you will work closely with Financial Advisors and clients to provide high‑level service, operational support, and relationship management. This position combines client interaction, administrative support, and investment industry knowledge within a collaborative, team‑oriented environment. Hennion & Walsh provides ongoing training, mentorship, and career development opportunities, giving team members the support and resources needed to grow professionally within the firm. Position Key Responsibilities Support Financial Advisors with client servicing, operational processing, and administrative tasks Develop and maintain strong client relationships through ongoing communication and support Assist clients with account‑related requests, paperwork, and general service inquiries Provide operational support including account maintenance, money movement requests, and documentation processing Collaborate with internal teams to ensure a seamless client experience Maintain accurate client records and assist with regulatory and compliance‑related processes Position Must Haves Active FINRA Series 7 and Series 63 licenses Strong client service and relationship‑building skills Excellent communication and interpersonal abilities Strong organizational skills and attention to detail Ability to multitask and work in a fast‑paced environment Bachelor’s Degree preferred or equivalent professional experience 1–3 years of financial services or brokerage experience preferred Benefits Competitive compensation Full medical and dental benefits 401(k) plan with company match Open and supportive team‑based environment Ongoing training and professional development opportunities Career growth opportunities within a growing financial services firm Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and benefits, including health benefits, 401(k) plan, and paid time off. This role requires in‑person attendance. #J-18808-Ljbffr
$75k - $85k
...Time Job Reference # 338565BR Your role We’re looking for a Registered Client Associate to assist financial advisors in client conversations,... ...‑date with client information. Educate clients on account services and capabilities. Help with the preparation of reports and...SuggestedFull timeWork at office- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedWork at officeLocal area
$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 on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area$31.2k - $90k
...Senior Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions... ...) • Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...SuggestedFull timeTemporary workWork at officeLocal areaRemote workHome officeNight shift$60k - $65k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the... .... Job Description Oppenheimer & Co is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility...Suggested- ...Wealth Partners is a leading independent Registered Investment Advisor (RIA) firm... ...investment strategies. Our commitment to our clients is matched only by our dedication to... ...seeking an experienced, proactive Client Service Associate to join Advisor John Voigt’s team. In...Work at office
- ...Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing... ...strategies. Our commitment to our clients is matched only by our dedication to our... .... We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael...Contract workWork at office
- ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes in... ...education, legacy, and other life goals through investment advice and client guidance. Job Description This position provides client service...Seasonal workWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate Florham Park, New Jersey;Short Hills, New Jersey; Summit, New Jersey; Westfield, New Jersey To proceed... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill...Seasonal workWork at officeWork from homeShift workDay shift
$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 home$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...Work at office- ...Flexible Career Opportunity In Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance...Work from homeFlexible hours
- 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...
$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...$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- ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...a specified timeframe if hired into a registered job code. Possesses advanced industry...Seasonal workWork at office
- ...and investment products and services for individuals, companies,... ...wealth management, helping clients plan for retirement, education... ...convenience. Wealth Management Client Associates work closely with Financial... ...timeframe when hired into a registered job code. Possess advanced...Seasonal workWork from homeShift workDay shift
$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
...part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset...Full timeFlexible hours$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Summit, NJ. The...Local area- ...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...
$29 - $33 per hour
...independent fiduciary legally bound to act in our clients' best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...Job Summary: The Service Operations Associate I is a critical operational role within...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...The ideal candidate for our Field Service Associate position is an individual who will complete live interactive software presentations/trainings in a medical environment, has experience in the medical and/or aesthetic industry, works well independently as well as part...
- ...mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and... ...rather than just a job. With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely contribute to our...Work at officeRelocation
- ...Office Services Associate Now is a great time to join our growing company! The Millennium Group (TMG) is an award-winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies...Work at officeRelocation
- ...serving foods and beverages in one or more of a variety of food service environments. Prepares salad items, hot foods, and/or cold... ...fits individual lifestyles and food preferences. Our teams of registered dietitians are experts in medical nutrition therapy, diabetes...Hourly payDaily paidFull timeTemporary workPart timeFor contractorsFor subcontractorFlexible hours
- ...OnePoint BFG Wealth Partners seeks a Client Relationship Specialist to support multiple financial advisors with administrative and client service duties. The role focuses on ensuring accurate CRM data, handling new account paperwork, and assisting with product and trading...Full time
$57.3k - $131.8k
...customers; collaborate with colleagues in your office. What's in it for you: Trane in Pine Brook, New Jersey is hiring for a Client Service Representative to join our team. In this role you will be responsible for developing long-term customer relationships and...Hourly payWork at officeWork from home$33.34 - $41.03 per hour
...Private Client Associate Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest... ...Client Relationship Managers in providing exceptional service to our Private Clients. Responsibilities Work as a team...Hourly payLocal area- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every... ...Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep...Contract workPart timeLocal area
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