Client associate jobs in Paterson, New Jersey - Page 4Create job alerts

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the di

We are an experienced group of professionals providing financial services to our clients since 1992. Track submissions and exceptions in operational systems (MILL, ASH, Black Diamond, Salesforce, DocuSign or equivalents); escalate issues and maintain procedural notes within the client's file. Client

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team. Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ P

Required Qualifications: * Displays confidence working as a self-starter in a sales role * Builds strong client relationships through effective communication and collaboration * Displays a proactive mindset and effective time management * Demonstrates a results-driven growth mindset and prioritizes

As a Client Service Associate within our Business Insurance Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the clients’ needs and expectations are met. You will also support the process for issuing and managing certificates of insurance, preparing clie

Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to

When associates bring their best authentic selves, our organization, clients, and communities thrive. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conser

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. Connect with in-store clients and develop and retain a following of repeat clients to drive indi

Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, i

Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships. Process more complex c

Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. 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 Client Service Associate who

The Senior Client Associate will deliver high-quality service and operational support to retirement plan and wealth management clients by managing day-to-day inquiries, coordinating account operations, and ensuring accurate and timely execution of all client service activities. Cultivate and enhance

Growing and retaining a block of group clients in a region through expert renewal analysis and negotiation, collaboratively selling additional products and service, enrolling clients in employer-paid and voluntary products and assisting brokers and employers groups with sophisticated service issues.

The Senior Client Associate will deliver high-quality service and operational support to retirement plan and wealth management clients by managing day-to-day inquiries, coordinating account operations, and ensuring accurate and timely execution of all client service activities. Senior Client Associa

As a Client Experience Associate within PNC's retail organization, you will be based in Paterson NJ location of Park Branch PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Supports proactive sales conversations through internal and outbound interac

As a Client Experience Associate within PNC's retail organization, you will be based in Franklin Lakes NJ location of Franklin Crossing Branch PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Supports proactive sales conversations through internal a

Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs. Partners with Financial Advisors, Client Relationship Manage