Iselin, New Jersey, United States · Hybrid
$70k–$80k/yr
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial plan…
Skills: Client Relationship Management, Financial Planning, Account Operations, CRM Management, Microsoft Office Suite
Jersey City, New Jersey, United States · On-site
Canopy by Hilton's culture is defined by who we are and how we interact with each other, our guests, our partners, and our neighbors. Our culture, "Positively Yours," is much more than a slogan. It's our underlying attit…
Skills: Front Office Management, Staff Supervision, Budgeting, Revenue Management, Guest Relations
New Jersey, United States · Remote OK
$130k–$261k/yr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Reporting, Interview Coordination, Disaster Recovery Planning, Business Continuity Planning, Budgeting
Lacey Township, New Jersey, United States · On-site
$23/hr
Starting Minimum RateMinimum rate of $23.68 Hourly Job Posting DisclosureHMH is committed to pay equity and transparency for our team members. The posted rate of pay in this job posting is a reasonable good faith estimat…
Skills: Patient Care, Clinical Assistance, Primary Care
Lacey Township, New Jersey, United States · On-site
Overview Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in connection a…
Skills: Vital Signs Measurement, Patient Education, Phlebotomy, CPR, Triage
Lacey Township, New Jersey, United States · On-site
Overview Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in connection a…
Skills: Clinical Care, Vital Signs Monitoring, EKG, Phlebotomy, Patient Records Management
Egg Harbor Township, New Jersey, United States · On-site
$50k–$175k/yr
A3 Technology, Inc. is seeking a Task Lead to join our team in Egg Harbor Township, NJ. Essential Job Functions: Responsible for more than one project or has responsibility for a very large project. Provide normal projec…
Skills: Project Management, Technical Leadership, Quality Assurance, Status Reporting, Administrative Coordination
Lacey Township, New Jersey, United States · On-site
Overview Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in connection a…
Skills: Patient Care, Vital Signs Monitoring, EKG, Phlebotomy, Medical Charting
Montvale, New Jersey, United States · On-site
Position Overview The Event Coordinator is a high-visibility, client-facing role responsible for delivering a seamless, hospitality-driven food and beverage experience at an assigned location(s). This is an excellent opp…
Skills: Customer Service, Event Coordination, Problem Solving, Organization, Technology Savvy
Neptune Township, New Jersey, United States · On-site
Overview Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in connection a…
Skills: Grant Coordination, Data Collection, Report Writing, Administrative Systems, Database Management
Westwood, New Jersey, United States · On-site
$17/hr–$18/hr
Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer …
Skills: Patient Admitting, Customer Service, Insurance Verification, Medical Necessity Screening, Medical Record Number Assignment
Cranford, New Jersey, United States · On-site
$62k–$67k/yr
Overview Johnstone Supply, North America's leading wholesale distributor of HVACR equipment, parts, and supplies, has a great opportunity to join our team. Over the last seven decades, Johnstone has grown into a multi-bi…
Skills: Sales Operations, Marketing Program Implementation, Market Research, Administrative Support, Customer Communication
Middle Township, New Jersey, United States · On-site
$17 per hour Overview Gate Attendants greet all visitors, vendors, contractors, residents, and prospective buyers and directs them to their destinations. They obtain pertinent information from each non-resident/guest ent…
Skills: Customer Service, Written Communication, Verbal Communication, Basic Computer Proficiency, Map Reading
Belmar, New Jersey, United States · On-site
$23/hr–$29/hr
We are seeking a dynamic, customer-focused Bilingual Patron Experience Associate at the Belmar Library to provide frontline library service to the diverse and growing residents of Jefferson County and beyond. Helping peo…
Skills: Bilingual Spanish, Customer Service, Reader's Advisory, Information Retrieval, Community Outreach
Haddon Township, New Jersey, United States · On-site
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of …
Skills: Medicaid Knowledge, Managed Care, Public Health, Interpersonal Skills, Problem Solving
Cape May Court House, New Jersey, United States · On-site
State of Location: New Jersey Position Summary: Our Therapy Aides are valued members of our clinic team. They ensure the equipment and clinic remain safe and clean for our patients, provide support to our front office te…
Skills: Patient Care, Customer Service, Time Management, Multi-tasking, Written Communication
Union, Missouri, United States · On-site
$17/hr–$21/hr
Job Details Works under the direction of the Manager of Case Management and Case Manager RN to provide assistance with coordinating post-hospital care and service arrangements. Job Description Part-Time (20 hours/week) S…
Skills: Case Management, Post-Acute Care Coordination, Insurance Authorization, Medical Terminology, Patient Interaction
Rahway, New Jersey, United States · Remote OK
$68k–$107k/yr
Job Description Under the oversight of the line-manager, this role is responsible for comprehensive trial and site administration and involves preparing, collating, distributing and archiving clinical documents. The CTC …
Skills: Accountability, Analytical Problem Solving, Clinical Data Management, Clinical IT, Clinical Trial Compliance
Linwood, New Jersey, United States · Hybrid
$75k–$85k/yr
Overview Position Title: Multi-Line Claim Supervisor, Technical Location: Linwood, NJ (hybrid reporting) Schedule: 8:00 am-4:30 pm ET Salary Range: $75,000-$85,000 Build Your Career With Purpose at CCMSI At CCMSI, we par…
Skills: Claim Supervision, Property Claims, Liability Claims, Multi-Line Claims, Litigation Management
Hoboken, New Jersey, United States · On-site
State of Location: New Jersey Position Summary: Our Therapy Aides are valued members of our clinic team. They ensure the equipment and clinic remain safe and clean for our patients, provide support to our front office te…
Skills: Patient Care, Customer Service, Time Management, Multi-tasking, Verbal Communication
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Acts as the primary liaison between clients and Financial Advisors to ensure smooth office operations and exceptional service. Responsibilities include managing client communications, preparing meeting materials, and handling account operations such as transfers and money movements.
Preferred 5+ years of experience in financial services with proficiency in Microsoft Office and familiarity with Salesforce. Candidates should have experience with custodial platforms like Schwab, Fidelity, or Raymond James and possess strong communication skills.
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Iselin, NJ office is hiring a Senior Client Service Associate. This role serves as the liaison between the client and the Financial Advisors (FAs) and ensures smooth office operations. You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This role is a critical position within our office, responsible for delivering exceptional service and support to clients, external partners, and internal advisors. This individual should bring a foundation of financial knowledge, have keen attention to detail, and be able to manage multiple tasks and priorities efficiently.
This is a hybrid position (typically in-office 3-4 days per week).
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00, exclusive of bonuses and benefits. This role is also eligible for a discretionary team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Client Communication
Answering phone calls and responding to client messages
Sending routine follow-ups and status updates
Preparing and sending meeting reminders
Managing inbound client requests (beneficiary updates, address changes, RMD questions, etc.)
Meeting Preparation
Preparing meeting agendas and supporting documents
Printing or assembling financial plans, reports, and statements
Ensuring the advisor has everything needed to run a clean, efficient meeting
Post-Meeting Follow-Up
Completing tasks discussed in client meetings
Updating client records and CRM notes
New Accounts & Transfers
Gathering needed client documents
Preparing account opening paperwork
Submitting ACAT transfers or rollovers
Tracking progress and following up with custodians
Money Movement
Setting up contributions, withdrawals, and systematic investments
Processing checks, wires, and ACH requests
Verifying completion and notifying the advisor/client
Required Minimum Distributions (RMDs)
Creating annual RMD lists
Coordinating timing and distribution method
Ensuring documentation is accurate and timely
Ongoing Maintenance
Beneficiary updates
Address changes
Adding Power of Attorney (POA) and Transfer on Death (TOD) designations
Updating risk tolerance or investment objectives in the custodian system
Calendar & Workflow Management
Scheduling client and prospect meetings
Keeping the advisor on track with upcoming deadlines (RMDs, birthdays, beneficiary reviews, fee billing cycles)
CRM (Salesforce) Management
Updating contact records
Entering meeting notes
Maintaining task lists and reminders
Running reports to help the advisor prioritize outreach
Marketing Support
Sending client newsletters
Utilize automated marketing platforms
Coordinating client events
Managing holiday cards and appreciation touches
Assisting with client segmentation lists
Performance reports
Proposals
Financial plan printouts or digital packets
New client onboarding packets
Custodial forms and paperwork templates
Represent the advisory practice professionally
Greet clients warmly and build rapport
Follow up proactively to reduce advisor workload
Education/Qualifications
5+ years of financial services experience preferred
Proficient with Microsoft Office Suite or related software required
Familiarity with Salesforce preferred
Experience with Schwab, Fidelity, and/or Raymond James platforms preferred
Ability to work with deadlines, be flexible under pressure, and prioritize work
Strong attention to detail and good problem-solving skills
Superior verbal and written communication skills
Desire to build strong relationships with clients
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $51,450.00 to $84,000.00. However, the base salary range bolded above ($70,000.00 to $80,000.00) is what we expect to pay as a starting range for this position.
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Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Offices: 505 N. Highway 169, Suite 900, Plymouth, Minnesota 55441, US · 975 34th Ave NW, Suite 250, Rochester, Minnesota 55901, US · 3900 Northwoods Drive, Suite 340, Arden Hills, Minnesota 55112, US · 100 Pierce Road, Suite 105, Itasca, Illinois 60143, US · 60 E 42nd Street, Suite 2400, New York, New York 10165, US
Based on 1282 listings with disclosed salaries, most administrative jobs in New Jersey pay between $52k–$100k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 6,065 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 — 673 of the 6065 open administrative positions offer remote or hybrid work (191 remote, 482 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.
