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.
Find Client Associate JobsOverview
Showing 5 of 73+ Client Associate jobs
As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support. Your broad knowledge of banking principles and practices will be instrumental in addressing client inquiries, processing transactions, and troubleshooting complex issues. Your proficiency in strategic planning and change management will enable you to identify opportunities for improvement and drive initiatives that enhance service delivery. Your role will also involve liaising with various departments, ensuring compliance with technical standards and policies, and making decisions that have a direct impact on our departmental outcomes. Your ability to influence and manage internal stakeholders will be key in achieving our shared goals.
Job responsibilities
- Provide single point of contact for Prime Brokerage clients for all their Trade management and Settlements related needs. products in scope are “Equity, FI, REPO, and Options.”,
- Process client trades files, monitor Trade Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting
- Monitor daily work flow queues and adhere to SLAs in place, report and escalate any issues or system outages, provide timely updates to all internal and external stakeholders
- Partner with clients and internally with technology, strategy and transformation teams to help identify external and internal inefficiencies and manage improvement opportunities (Straight through Processing and Settlement Efficiency)
- Train clients on usage of recent technology and reporting processes, represent Operations on client visits and scorecard reviews
- Adhere to firm policy and procedures/controls and adhere to Client confidentiality framework
Required qualifications, capabilities, and skills
- Excellent communication skills both written and verbal
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
- Highly organized with ability to manage competing priorities.
- Skillset to properly escalate issues to management, controls team and front office sales and trading teams.
- Ability to work under pressure, prioritizing tasks according to risk and client profile and ability to manage global initiatives and projects by the business, industry or operations
- Strong analytical and problem-solving skills, including the ability to understand the external client's perspective when applying solutions. Creative problem solving with a focus on improving / maintaining client relationships
- Must have strong PC skills with particular emphasis on Microsoft excel, formula construction, and excel reconciliation solution as well as strong time management skills required to meet the internal and external deadlines/cutoffs
- College degree required
- 3+ years of experience in investment banking operations,
- Team Player, but also must be able to work independently
- Be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
- Proficient PC skills including Word, Excel and PowerPoint
- Equity and Fixed income knowledge is a plus
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, ore improve accuracy in operational processes
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support. Your broad knowledge of banking principles and practices will be instrumental in addressing client inquiries, processing transactions, and troubleshooting complex issues. Your proficiency in strategic planning and change management will enable you to identify opportunities for improvement and drive initiatives that enhance service delivery. Your role will also involve liaising with various departments, ensuring compliance with technical standards and policies, and making decisions that have a direct impact on our departmental outcomes. Your ability to influence and manage internal stakeholders will be key in achieving our shared goals.
Job responsibilities
- Provide single point of contact for Prime Brokerage clients for all their Trade management and Settlements related needs. products in scope are “Equity, FI, REPO, and Options.”,
- Process client trades files, monitor Trade Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting
- Monitor daily work flow queues and adhere to SLAs in place, report and escalate any issues or system outages, provide timely updates to all internal and external stakeholders
- Partner with clients and internally with technology, strategy and transformation teams to help identify external and internal inefficiencies and manage improvement opportunities (Straight through Processing and Settlement Efficiency)
- Train clients on usage of recent technology and reporting processes, represent Operations on client visits and scorecard reviews
- Adhere to firm policy and procedures/controls and adhere to Client confidentiality framework
Required qualifications, capabilities, and skills
- Excellent communication skills both written and verbal
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
- Highly organized with ability to manage competing priorities.
- Skillset to properly escalate issues to management, controls team and front office sales and trading teams.
- Ability to work under pressure, prioritizing tasks according to risk and client profile and ability to manage global initiatives and projects by the business, industry or operations
- Strong analytical and problem-solving skills, including the ability to understand the external client's perspective when applying solutions. Creative problem solving with a focus on improving / maintaining client relationships
- Must have strong PC skills with particular emphasis on Microsoft excel, formula construction, and excel reconciliation solution as well as strong time management skills required to meet the internal and external deadlines/cutoffs
- College degree required
- 3+ years of experience in investment banking operations,
- Team Player, but also must be able to work independently
- Be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
- Proficient PC skills including Word, Excel and PowerPoint
- Equity and Fixed income knowledge is a plus
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, ore improve accuracy in operational processes
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
See All 73 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
- World Insurance Associates7
- JPMorganChase6
- Bank of America4
- PGIM2
Top Industries Hiring
- Marketing & Advertising
- Investment & Asset Management
- Technology & Software
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, World Insurance Associates, and JPMorganChase and others right now, based on current listings on Migrate Mate as of September 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?
Newark, Jersey City, and Florham Park 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 54% of client associate openings tied to New Jersey are remote or hybrid as of September 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 73 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