Client Associate jobs in Fairfield, NJ

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CLIENT SCHEDULING ASSOCIATE

Respond to all client requests received via email and/or phone queue in a timely, pleasant and professional manner Schedule proceedings in our proprietary software ensuring complete, accurate and consistent information Assign appr...

Company	Veritext Llc
Address	Livingston, NJ
Category	Retail
Salary	$44K - $55.7K a year
Job type	Full-time
Date Posted	3 weeks ago See detail

Client Scheduling Associate

Veritext Llc

Livingston, NJ

$44K - $55.7K a year

3 weeks ago seen See more...

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Client Service Associate (Charles Schwab platform experience)

Lead Advisor, Llc

East Hanover, NJ

$70,000 - $80,000 a year

Assist advisor in client meetings. Assist clients with task completion. Responsibility for client satisfaction. Client paperwork. Account applications. Transfer forms. Change of address forms. Move Money forms. Rollovers. Input po...

a month ago seen See more...

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J.P. Morgan Advisors Senior Client Associate - Morristown, NJ

Jpmorgan Chase & Co

Morristown, NJ

$66,500 - $90,000 a year

Own the client onboarding and account maintenance for new and existing clients. Inclusive of collecting account-specific information, obtaining account document from clients and complying with regulatory policies and procedures. P...

2 months ago seen See more...

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Series 7 Registered Client Service Associate

Hennion & Walsh, Inc.

Parsippany, NJ

$48.5K - $61.4K a year

Provides sales/administrative/operational Client Service support to assist a team of financial advisors. May solicit and provide financial advice in unison with the team. Develop and maintain client relationships. Proactively supp...

4 weeks ago seen See more...

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Client Service Associate Assistant (Entry Level)

Hennion & Walsh, Inc.

Parsippany, NJ

$44.7K - $56.6K a year

Unique Culture: We're not just a team; we're a family. Our success is rooted in a culture built on strong values, integrity, and a commitment to delivering exceptional service to our clients. Endless Opportunities: As a rapidly gr...

2 months ago seen See more...

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Client Service Associate - Registered

Stifel Financial

Florham Park, NJ

$44.2K - $56K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

4 weeks ago seen See more...