Hillsborough Township, New Jersey, United States · On-site
Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service Associate is responsible for delivering exceptional c…
Skills: Client Relationship Management, Account Administration, Compliance, CRM Systems, Microsoft Office
Secaucus, New Jersey, United States · On-site
$16/hr–$17/hr
Benefits: 401(k) 401(k) matching Bonus based on performance As a Proctor and Office Admin, you will play a crucial role in ensuring the integrity of the testing process for adult education learners. Your attention to det…
Skills: Exam Administration, Proctoring, Office Administration, Organizational Skills, Record Keeping
Hoboken, New Jersey, United States · On-site
$28/hr–$31/hr
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn’t your average doctor’s office. We’re on a mission to tra…
Skills: Clinical Operational Oversight, Patient Communication, Inventory Management, Staff Scheduling, Performance Metrics Monitoring
Hoboken, New Jersey, United States · On-site
$28/hr–$31/hr
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn’t your average doctor’s office. We’re on a mission to tra…
Skills: Clinical Operational Oversight, Team Leadership, Patient Communication, Inventory Management, Scheduling
Newark, New Jersey, United States · On-site
$22/hr–$30/hr
800x600 Normal 0 false false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 POSITION DESCRIPTION Position: Editorial Assistant Department: Office of Communications and Public Relations Reports To: Managing Ed…
Skills: Writing, Editing, Proofreading, Verbal Communication, WordPress
Cherry Hill Township, New Jersey, United States · On-site
GDI provides best in class integrated, high level, facility maintenance services to The United States and Canada. We have more than 30,000 team members who will effectively contribute to the success of ours and our custo…
Skills: Floor Cleaning, Sanitization, Waste Management, Dusting, Window Cleaning
Clifton, New Jersey, United States · Remote OK
Company Description About Sutherland Artificial Intelligence. Automation.Cloud engineering. Advanced analytics.For business leaders, these are key factors of success. For us, they’re our core expertise. We work with icon…
Skills: ICD-10-CM, CPT, HCPCS, Facility-Fee Coding, Emergency Department Leveling
Cherry Hill Township, New Jersey, United States · On-site
$18/hr–$22/hr
Bilingual Patient Advocate, Educator – Full-Time Gain valuable experience thru meaningful interactions with patients in the inspiring field of abortion care Motivated Patient Advocate / Educator / Center Assistant …
Skills: Bilingual Interpretation, Patient Advocacy, Patient Education, Supportive Counseling, Financial Intake
Ship Bottom, New Jersey, United States · On-site
Hotel LBI Flexible shifts Can work weekends and Holidays $17.00-hour Full time year around ESSENTIAL DUTIES AND RESPONSIBILITIES Guest Service Maintains guest service as the driving philosophy of the operationPersonally,…
Skills: Guest Service, Reservation Processing, Check-in/Check-out, Property Management Systems, Cash Handling
Newark, New Jersey, United States · On-site
As a Dispatcher at Academy Bus, you will join a cross-functional team, keeping the lines of communication open between its employees and customers. This role provides an opportunity for growth within the largest privatel…
Skills: Communication, Service Performance Monitoring, Operational Coordination, Customer Service, Organization
Jersey City, New Jersey, United States · On-site
Company Description JUNGLE Communications, Inc. is a full-service, boutique marketing and advertising agency based in Jersey City committed to growing purpose-driven brands. We provide lean and results-driven advertising…
Skills: Social Media Content Creation, Event Planning, Copywriting, Photography, Videography
Teaneck Township, New Jersey, United States · On-site
$19/hr–$23/hr
Turn Smiles Into Sales — Join Diamond Braces as a Sales Consultant Who We Are At Diamond Braces, we don’t just straighten teeth—we change lives. We’re one of the fastest-growing orthodontic organi…
Skills: Sales, Multilingual Communication, Patient Consultation, Objection Handling, Closing Techniques
Evesham Township, New Jersey, United States · On-site
Axia Women's Health is the nation’s largest community-based, integrated women's health network in the country serving women throughout New Jersey, Pennsylvania, Indiana, and Kentucky. At its core, Axia Women’…
Skills: Clinical Supervision, Patient Intake, Medical Assisting, Phlebotomy, Medication Administration
East Rutherford, New Jersey, United States · On-site
Front Desk & Guest Care at the Residence Inn East Rutherford, NJ. Part time at $18/hr. We are looking for people that have a passion to serve others! Working at the front desk means you are at the hub of the hotel with t…
Skills: Guest Relations, Cash Handling, Communication, Problem Solving, Professionalism
Northvale, New Jersey, United States · On-site
$50k–$59k/yr
Visit.org is looking for a passionate, high-velocity Site Lead to own and scale our fulfillment and logistics operations. In this role, you will be the operational engine powering regional social impact events. You will …
Skills: Warehouse Operations, Inventory Management, Logistics, Fulfillment, Team Leadership
Hillsborough Township, New Jersey, United States · On-site
Customer Service Representative LPHI | K9 Resorts FLSA: Part-Time Hourly Non-Exempt At K9 Resorts, we deliver a luxury experience for dogs and peace of mind for their owners. Our award-winning pet care resorts combine pr…
Skills: Customer Service, Sales, Upselling, Communication, Multitasking
Emerson, New Jersey, United States · On-site
Customer Service Representative LPHI | K9 Resorts FLSA: Part-Time Hourly Non-Exempt At K9 Resorts, we deliver a luxury experience for dogs and peace of mind for their owners. Our award-winning pet care resorts combine pr…
Skills: Customer Service, Sales, Upselling, Communication, Multitasking
Secaucus, New Jersey, United States · Remote OK
$115k–$130k/yr
We Provide Solutions. Patients and Physicians rely on our diagnostic testing, information, and services to help them make better healthcare decisions. These are often serious decisions with far reaching consequences, and…
Skills: Grants Management, Content Management Systems, Adobe Experience Manager, Microsoft 365, Public Health Communication
Princeton, New Jersey, United States · On-site
$59k–$76k/yr
Company Description Ramboll is a global architecture, engineering, and consultancy company. As a foundation-owned people company, founded in Denmark, we believe that the purpose of sustainable change is to create a thriv…
Skills: Administrative Support, Document Formatting, Proofreading, Calendar Management, Event Coordination
Madison, New Jersey, United States · On-site
$20/hr–$25/hr
Pay Range: $20.89 - $25.80/hr Materials Management Coordinator Position Summary Oversees hospital-wide materials management by forecasting inventory needs, placing and tracking orders for medical and office supplies, man…
Skills: Inventory Forecasting, Purchasing, Materials Management, Order Tracking, Recall Management
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The Client Service Associate provides administrative and operational support within a wealth management practice, acting as a liaison between clients and financial advisors. Key duties include managing account documentation, coordinating client meetings, and ensuring regulatory compliance.
Candidates should ideally hold an associate's or bachelor's degree in business or finance with at least 2 years of experience in financial services or banking. Proficiency in Microsoft Office and experience with CRM platforms like Salesforce or Redtail are preferred.
Client Service Associate (CSA)
Financial Advisor Office / Wealth Management Practice
Position Title
Client Service Associate (CSA)
Position Summary
The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice. This role serves as a key liaison between clients, financial advisors, custodians, and internal operations teams. The CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies.
Key Responsibilities
Client Relationship Management
Account Administration
Operations & Compliance
Advisor Support
Client Communication
Qualifications
Required
Preferred
Key Competencies
Compensation & Benefits
The industry-leading, independent advisor platform that empowers your success.
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. Meet Kestra at KestraFinancial.com. Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Offices: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735, US
Based on 1151 listings with disclosed salaries, most administrative jobs in New Jersey pay between $51k–$100k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 5,473 open administrative positions in New Jersey listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Hackensack Meridian Health, Cooper University Health Care, Atlantic Health, Summit Health, Laboratory Corporation of America Holdings, among others. Browse the listings above to see every active employer.
Yes — 617 of the 5473 open administrative positions offer remote or hybrid work (175 remote, 442 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
