Client Associate Jobs in New Jersey
Client Associate jobs in New Jersey concentrate heavily in wealth management, financial services, and investment advisory firms, with demand ranging from entry-level support roles to senior relationship positions. The most active hiring metros are Jersey City, Princeton, and Parsippany, where firms like Morgan Stanley, Merrill Lynch, and Fidelity Investments maintain substantial operations. New Jersey's financial corridor along the I-287 and Hudson waterfront keeps demand steady, with the sharpest need in portfolio administration, high-net-worth client servicing, and brokerage operations. Find a role that fits below and apply directly.
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Showing 5 of 70+ Client Associate jobs
Job description
About this role
BlackRock is seeking an Associate to support data stewardship for the Assets & Opportunity data domains within the BlackRock Data Office (BDO), as part of the Assets & Opportunity Data Stewardship team.
The BDO, part of Aladdin Data, accelerates how data is onboarded, governed, managed and consumed through the firm’s Enterprise Data Platform, so that trusted, reusable and AI-ready data can be managed as a strategic enterprise asset supporting operational excellence, analytics, AI innovation, and our 2030 strategy.
As a data steward in the Assets & Opportunity pillar, the Associate will help deliver a trusted client-level and business-specific view of assets under management (AUM), net new assets and client wallet data to the global enterprise, working with Client Business COOs, the Global Product Solutions organization, and Finance.
The role supports the sourcing and delivery of the data behind this view across AUM & Flows and Walletshare (the share of a client’s total assets that BlackRock manages versus competitors), with focus on one or both areas depending on team needs: helping onboard and validate data from third-party providers, distributors and home offices, investigating exceptions, and partnering with internal stakeholders and technology teams to ensure the data is accurate, timely and discoverable and that client flows are attributed to the correct client, product, and client business.
Key Responsibilities:
The Associate will provide day-to-day stewardship and operational support for the Assets & Opportunity pillar under the guidance of Data Stewardship leadership. Responsibilities include:
- Stewardship Support: Support the domain steward in executing data stewardship for AUM & Flows and/or Walletshare, including maintaining business definitions, critical data elements, data quality rules and supporting documentation.
- AUM & Flows Data Support: Monitor and reconcile AUM and flows data, investigate attribution gaps, discrepancies and breaks, and work with data and technology partners to correct and explain differences in a timely manner.
- Walletshare Data Support: Support the onboarding, mapping and validation of third-party and competitor wallet datasets to client, entity and product identifiers; research and maintain client wallet information across a variety of sources; and help ensure usable client-, advisor- and office-level wallet signals reach sales and analytics teams.
- Data Quality & Exception Monitoring: Run data health assessments and exception reporting (e.g., refresh timeliness, level of client attribution), triage and resolve exceptions with BDO Data Operations, and escalate recurring issues for root cause analysis and remediation.
- Data Sourcing & Vendor Coordination: Coordinate with third-party data vendors, distributors and home offices on data delivery, file issues and changes, and help ensure sourced data is accurate, timely and aligned to business needs.
- Business Requirements & Stakeholder Partnership: Document data requirements, support testing of enhancements and partner with Client Business COOs, Global Product Solutions, Finance and Aladdin Engineering, escalating risks and priorities to Data Stewardship leadership as needed.
- Reporting & Sales Enablement: Maintain and enhance reporting and dashboards that enable sales and product teams to use AUM & Flows and Walletshare data in support of sales targets.
- Process Improvement & Automation: Identify and help deliver process improvements and opportunities to use automation and AI agents for file monitoring, data quality alerts, exception resolution and rule documentation.
- Communication & Collaboration: Prioritize effectively across stakeholders in an agile environment, and communicate outcomes and operational risks clearly to senior colleagues.
Qualifications & Requirements:
Required:
- 2+ years of relevant experience in data management, data operations, data governance, data stewardship or a related analytical role, ideally within financial services.
- Working knowledge of SQL and Excel, and of PowerBI or other analysis and reporting tools, to diagnose, identify and monitor data exceptions; Python experience is a plus.
- Understanding of data governance and data quality concepts (ownership, business definitions, data quality rules, lineage and metadata), with the ability to apply them with guidance.
- Strong analytical and problem-solving skills, with the ability to investigate breaks and discrepancies across multiple data sources and explain the findings clearly.
- Meticulous attention to detail and commitment to data quality and operational accuracy, with the ability to balance competing priorities and deliver results.
- Strong written and verbal communication skills, with the self-motivated ability to build relationships and influence stakeholders without direct authority.
- Bachelor’s degree in Business, Finance, MIS, Computer Science, or a related discipline.
Preferred:
- Exposure to AUM & Flows data, client wallet or Walletshare data, and asset management, wealth or institutional distribution data.
- High-level knowledge of asset management product offerings and their differences (models, funds, fund of fund structures).
- Experience working with third-party data vendors (e.g., SS&C Technologies, eVestment) and CRM platforms (e.g., Microsoft Dynamics).
- Financial services industry experience is a plus but not required.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance (opens in new window) on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about BlackRock, please visit Careers.BlackRock.com (opens in new window). We also encourage you to get to know us on LinkedIn (opens in new window), Instagram (opens in new window), YouTube (opens in new window), X (opens in new window), and TikTok (opens in new window).
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement (opens in new window) and the pay transparency statement (opens in new window).
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com (opens in new window). All requests are treated in line with our privacy policy (opens in new window). (opens in new window)
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.R267041
Job description
About this role
BlackRock is seeking an Associate to support data stewardship for the Assets & Opportunity data domains within the BlackRock Data Office (BDO), as part of the Assets & Opportunity Data Stewardship team.
The BDO, part of Aladdin Data, accelerates how data is onboarded, governed, managed and consumed through the firm’s Enterprise Data Platform, so that trusted, reusable and AI-ready data can be managed as a strategic enterprise asset supporting operational excellence, analytics, AI innovation, and our 2030 strategy.
As a data steward in the Assets & Opportunity pillar, the Associate will help deliver a trusted client-level and business-specific view of assets under management (AUM), net new assets and client wallet data to the global enterprise, working with Client Business COOs, the Global Product Solutions organization, and Finance.
The role supports the sourcing and delivery of the data behind this view across AUM & Flows and Walletshare (the share of a client’s total assets that BlackRock manages versus competitors), with focus on one or both areas depending on team needs: helping onboard and validate data from third-party providers, distributors and home offices, investigating exceptions, and partnering with internal stakeholders and technology teams to ensure the data is accurate, timely and discoverable and that client flows are attributed to the correct client, product, and client business.
Key Responsibilities:
The Associate will provide day-to-day stewardship and operational support for the Assets & Opportunity pillar under the guidance of Data Stewardship leadership. Responsibilities include:
- Stewardship Support: Support the domain steward in executing data stewardship for AUM & Flows and/or Walletshare, including maintaining business definitions, critical data elements, data quality rules and supporting documentation.
- AUM & Flows Data Support: Monitor and reconcile AUM and flows data, investigate attribution gaps, discrepancies and breaks, and work with data and technology partners to correct and explain differences in a timely manner.
- Walletshare Data Support: Support the onboarding, mapping and validation of third-party and competitor wallet datasets to client, entity and product identifiers; research and maintain client wallet information across a variety of sources; and help ensure usable client-, advisor- and office-level wallet signals reach sales and analytics teams.
- Data Quality & Exception Monitoring: Run data health assessments and exception reporting (e.g., refresh timeliness, level of client attribution), triage and resolve exceptions with BDO Data Operations, and escalate recurring issues for root cause analysis and remediation.
- Data Sourcing & Vendor Coordination: Coordinate with third-party data vendors, distributors and home offices on data delivery, file issues and changes, and help ensure sourced data is accurate, timely and aligned to business needs.
- Business Requirements & Stakeholder Partnership: Document data requirements, support testing of enhancements and partner with Client Business COOs, Global Product Solutions, Finance and Aladdin Engineering, escalating risks and priorities to Data Stewardship leadership as needed.
- Reporting & Sales Enablement: Maintain and enhance reporting and dashboards that enable sales and product teams to use AUM & Flows and Walletshare data in support of sales targets.
- Process Improvement & Automation: Identify and help deliver process improvements and opportunities to use automation and AI agents for file monitoring, data quality alerts, exception resolution and rule documentation.
- Communication & Collaboration: Prioritize effectively across stakeholders in an agile environment, and communicate outcomes and operational risks clearly to senior colleagues.
Qualifications & Requirements:
Required:
- 2+ years of relevant experience in data management, data operations, data governance, data stewardship or a related analytical role, ideally within financial services.
- Working knowledge of SQL and Excel, and of PowerBI or other analysis and reporting tools, to diagnose, identify and monitor data exceptions; Python experience is a plus.
- Understanding of data governance and data quality concepts (ownership, business definitions, data quality rules, lineage and metadata), with the ability to apply them with guidance.
- Strong analytical and problem-solving skills, with the ability to investigate breaks and discrepancies across multiple data sources and explain the findings clearly.
- Meticulous attention to detail and commitment to data quality and operational accuracy, with the ability to balance competing priorities and deliver results.
- Strong written and verbal communication skills, with the self-motivated ability to build relationships and influence stakeholders without direct authority.
- Bachelor’s degree in Business, Finance, MIS, Computer Science, or a related discipline.
Preferred:
- Exposure to AUM & Flows data, client wallet or Walletshare data, and asset management, wealth or institutional distribution data.
- High-level knowledge of asset management product offerings and their differences (models, funds, fund of fund structures).
- Experience working with third-party data vendors (e.g., SS&C Technologies, eVestment) and CRM platforms (e.g., Microsoft Dynamics).
- Financial services industry experience is a plus but not required.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance (opens in new window) on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about BlackRock, please visit Careers.BlackRock.com (opens in new window). We also encourage you to get to know us on LinkedIn (opens in new window), Instagram (opens in new window), YouTube (opens in new window), X (opens in new window), and TikTok (opens in new window).
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement (opens in new window) and the pay transparency statement (opens in new window).
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com (opens in new window). All requests are treated in line with our privacy policy (opens in new window). (opens in new window)
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.R267041
See All 70 Client Associate Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in New Jersey
Where New Jersey roles are concentrated, by current openings.
Client Associate Job Market in New Jersey
A snapshot from current New Jersey openings, updated as new roles post.
Who's Hiring
- PNC Financial Services13
- Jackson Hewitt7
- Morgan Stanley5
- Bank of America4
- UBS2
Top Industries Hiring
- Marketing & Advertising
- Banking & Financial Services
- Investment & Asset Management
What New Jersey Employers Look For
The qualifications that appear most often in client associate jobs across New Jersey.
- Active FINRA Series 7 or Series 66 license required or expected within six months
- Bachelor's degree in finance, business, economics, or a closely related field
- One to three years of experience in financial services, banking, or client-facing support
- Proficiency with CRM platforms such as Salesforce and portfolio management systems
- Strong written and verbal communication skills for high-net-worth client interaction
- Demonstrated ability to manage multiple account requests accurately under time pressure
Client Associate Jobs in New Jersey: Frequently Asked Questions
How do you become a client associate in New Jersey?
Most client associate roles in New Jersey require a bachelor's degree and, for positions at broker-dealers or registered investment advisors, registration with FINRA through the Series 7 and Series 66 exams. Candidates register through FINRA's Central Registration Depository, and employers typically sponsor the licensing process after hiring. New Jersey does not add a separate state exam beyond FINRA requirements for most financial client associate roles.
Which companies hire client associates in New Jersey?
New Jersey client associate roles are posted by PNC Financial Services, Jackson Hewitt, and Morgan Stanley and others right now, based on current listings on Migrate Mate as of November 2026. New Jersey's dense concentration of asset managers, wirehouse branches, and independent RIAs along the Route 1 and Hudson County corridors means consistent openings across firm sizes.
Which New Jersey cities have the most client associate jobs?
Paramus, Parsippany-Troy Hills, and Newark are the New Jersey cities with the most client associate openings. Jersey City's proximity to Wall Street draws major wirehouse and asset management operations, Princeton anchors a cluster of institutional investment firms and wealth advisory offices, and Parsippany serves as a regional headquarters hub for financial services companies with large back-office and client service teams.
Are there remote client associate jobs in New Jersey?
Yes, though they remain a minority of openings since many client associate roles involve in-person client meetings, branch compliance oversight, and secure document handling. About 57% of client associate openings tied to New Jersey are remote or hybrid as of November 2026, with the remote share concentrated in administrative support, digital onboarding coordination, and back-office account servicing functions.
How can I get hired as a client associate in New Jersey with little or no experience?
The most realistic entry point is a financial services operations or client service associate role at a large New Jersey bank or brokerage branch. Firms like Merrill Lynch and Fidelity run structured new-associate onboarding programs that include FINRA licensing support for candidates with no prior securities experience. Moving laterally from a bank teller, personal banker, or customer service representative role at institutions like TD Bank, Wells Fargo, or Bank of America in New Jersey is a well-established path, and obtaining even a Series 7 license before applying gives candidates a measurable edge.
Where can I find and apply to client associate jobs in New Jersey?
You can find and apply to client associate jobs in New Jersey on Migrate Mate, which lists current New Jersey openings from employers actively hiring. Search the listings, find the roles that match your background and preferred location, and apply directly to the ones that fit.
See All 70 Client Associate Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find Client Associate Jobs