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23 results for File Clerk in Saddle Brook, NJ

File Clerk
  • Brooklyn, NY
  • onsite
  • Temporary
  • 18.00 - 19.00 USD / Hourly
  • We are looking for a detail-oriented File Clerk to join our team on a contract basis in Brooklyn, New York. In this role, you will play a key part in organizing, maintaining, and digitizing records for a non-profit organization. This position is ideal for someone who thrives in an organized environment and has experience with both physical and electronic filing systems.<br><br>Responsibilities:<br>• Organize and maintain physical file systems to ensure easy access to documents.<br>• Scan paper records and convert them into electronic files for long-term storage.<br>• Label and categorize file boxes accurately for streamlined retrieval.<br>• Perform regular audits to ensure files are complete and up-to-date.<br>• Assist with e-filing processes to maintain digital record systems.<br>• Manage the secure disposal of outdated or unnecessary paperwork.<br>• Collaborate with team members to improve filing procedures and efficiency.<br>• Ensure compliance with organizational standards for document management.<br>• Provide support for locating and retrieving specific files as requested.<br>• Maintain confidentiality and security of sensitive information at all times.
  • 2026-02-03T14:33:43Z
Accounts Receivable Clerk
  • Newark, NJ
  • onsite
  • Temporary
  • 20.00 - 23.00 USD / Hourly
  • We are looking for a detail-oriented Accounts Receivable Clerk to join our team in Newark, New Jersey. In this long-term contract position, you will play a key role in managing accounts receivable processes, ensuring accurate record-keeping, and assisting with administrative tasks to support the accounting department. This opportunity requires precision, organizational skills, and the ability to work effectively in a fast-paced environment.<br><br>Responsibilities:<br>• Manage accounts receivable collections to ensure timely payments from customers.<br>• Apply cash receipts accurately to customer accounts and resolve discrepancies as needed.<br>• Perform month-end reconciliations for accounts receivable to maintain accurate financial records.<br>• Transfer data from paper documents into digital database systems with a high level of accuracy.<br>• Organize and maintain an efficient digital filing system for accounting records.<br>• Coordinate and oversee document scanning and electronic file conversion projects.<br>• Process and scan files into a digital database, ensuring accessibility and organization.<br>• Archive outdated files in storage or securely dispose of them following proper approval.<br>• Handle administrative tasks such as data entry, filing, scanning, and updating records.<br>• Take on additional administrative or clerical duties as assigned to support the team.
  • 2026-02-11T20:13:40Z
Logistics Clerk
  • Jamaica, NY
  • onsite
  • Contract / Temporary to Hire
  • 18.00 - 20.00 USD / Hourly
  • We are looking for a detail-oriented Logistics Clerk to join our team in Jamaica, New York. This Contract to permanent position requires a strong ability to analyze shipping documents and ensure compliance with established regulations. The ideal candidate will thrive both independently and collaboratively, demonstrating flexibility and a proactive attitude in their approach to tasks.<br><br>Responsibilities:<br>• Review and verify shipping documents, including invoices and bills of lading, for compliance with regulations.<br>• Ensure adherence to company policies and procedures in all aspects of documentation processing.<br>• Perform accurate data entry to maintain organized and updated records.<br>• Manage physical and digital files systematically for easy retrieval.<br>• Collaborate with team members to achieve efficient and positive outcomes.<br>• Adapt to shifting priorities and tasks with flexibility and a solution-oriented mindset.<br>• Operate office equipment such as copiers and scanners to support document management.<br>• Take initiative to exceed job expectations and contribute to organizational success.<br>• Work independently to make thoughtful decisions and complete tasks effectively.<br>• Monitor and maintain the integrity of shipping and receiving records.
  • 2026-02-02T20:00:50Z
Medical Data Entry Clerk
  • Brooklyn, NY
  • onsite
  • Temporary
  • 21.00 - 22.00 USD / Hourly
  • <p>Robert Half is seeing skilled, data-oriented candidates for a long-term contract with a large financial client <strong><u>onsite in</u></strong> Brooklyn, NY! In this <strong><u>Medical Data Entry Clerk</u></strong> role, you will be responsible for high volumes of data entry. The <strong><u>Medical Data Entry Clerk</u></strong> will manage review, auditing, and analytics of healthcare documentation. This is a long-term opportunity with the chance for a permanent role - apply to become a <strong><u>Medical Data Entry Clerk</u></strong> today!</p><ul><li>Reviewing and auditing documentation for the correct information</li><li>Extracting and manually keying in data</li><li>Reviewing records for correct coding</li><li>Reviewing and auditing medical claims and EOBs</li></ul><p><br></p>
  • 2026-02-12T00:33:41Z
Receptionist 1
  • Morristown, NJ
  • remote
  • Temporary
  • 20.00 - 20.00 USD / Hourly
  • <p>We are looking for a motivated and detail-oriented individual to join our team as a Receptionist in Madison, New Jersey. This contract position offers an excellent opportunity to gain corporate experience while contributing to the smooth operation of our office. The ideal candidate is personable, eager to grow, and interested in expanding their administrative skills.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and ensure they are directed to the appropriate personnel or departments.</p><p>• Handle incoming calls and manage the switchboard effectively to maintain seamless communication.</p><p>• Perform clerical duties such as filing, photocopying, and organizing mail.</p><p>• Assist with calendar management and scheduling for office staff.</p><p>• Maintain office supplies and ensure the kitchen and printers are well-stocked and operational.</p><p>• Provide administrative support to managers and staff as needed.</p><p>• Monitor and manage courier services and incoming deliveries.</p><p>• Ensure the security of the office by following visitor protocols and procedures.</p><p>• Support the team in preparing documents and presentations using Microsoft Office applications.</p><p>• Adapt responsibilities over time as comfort and expertise in the role increase.</p>
  • 2026-02-04T16:08:38Z
Front Desk Coordinator
  • Hasbrouck Heights, NJ
  • onsite
  • Temporary
  • 19.00 - 22.00 USD / Hourly
  • • Manage reception area, greet guests and customers <br>• Manage Conference room schedule with clients and internal team members<br>• Monitor and order office and kitchen supplies <br>• Ensure kitchen is kept organized and stocked <br>• Make sure the cleaning crew cleans kitchen on schedule <br>• Send biweekly reminders to staff about kitchen cleaning.<br>• Ensure bathrooms are kept clean and stocked. <br>• Assist the Project manager on tasks needed to complete projects. <br>• Assist the Finance Dept for purchasing supplies, tracking orders, and managing warehouse consumable supplies. <br>• Provide general support to CEO and upper management, project work, events, etc. <br>• Coordinate catering for guests and customers <br>• Monitor camera surveillance at front entrance of building and provide access as applicable <br>• Other duties or tasks as assigned by the Company as needed
  • 2026-02-03T15:58:42Z
Customer Service Representative
  • Hackensack, NJ
  • onsite
  • Contract / Temporary to Hire
  • 23.75 - 27.50 USD / Hourly
  • We are looking for a motivated Customer Service Representative to join our team in Hackensack, New Jersey. In this contract to permanent position, you will play a pivotal role in delivering excellent service, managing customer inquiries, and ensuring smooth order processes. This is an excellent opportunity for someone who thrives in a dynamic environment and values building strong client relationships.<br><br>Responsibilities:<br>• Provide precise and timely pricing information to customers for various products.<br>• Accurately enter and oversee customer orders, ensuring deadlines are met.<br>• Initiate outbound calls to potential clients to introduce company offerings and secure sales.<br>• Develop and maintain consistent weekly orders by leveraging persuasive communication and follow-up strategies.<br>• Address customer concerns with professionalism and resolve issues efficiently.<br>• Collaborate with logistics teams to coordinate shipping for out-of-town orders.<br>• Adapt to changing tasks and responsibilities, demonstrating flexibility in daily operations.
  • 2026-02-05T20:53:44Z
Receptionist 3
  • Stamford, CT
  • remote
  • Temporary
  • 18.00 - 19.00 USD / Hourly
  • We are looking for an experienced Receptionist to join our team on a contract basis in Stamford, Connecticut. In this role, you will serve as the first point of contact for visitors and employees, ensuring a welcoming and organized office environment. Your responsibilities will span across visitor management, office operations, and facilities coordination to support a productive and detail-oriented workspace.<br><br>Responsibilities:<br>• Greet and assist guests, employees, and vendors while facilitating their arrival, orientation, and access to office spaces.<br>• Maintain a clean and organized reception area, kitchen, dining spaces, huddle rooms, and other shared areas.<br>• Track visitor and vendor activity, ensuring proper registration and security protocols.<br>• Process and monitor facilities work orders, addressing issues promptly and ensuring completion.<br>• Manage conference room bookings and troubleshoot any audio/visual equipment concerns.<br>• Oversee office supplies, pantry restocking, and first aid inventory, placing orders as needed.<br>• Coordinate with facilities, maintenance, and security teams to ensure smooth office operations.<br>• Administer building access for associates and visitors, including vehicle registration and locker management.<br>• Perform daily walkthroughs to identify and resolve issues related to janitorial services, printers, and other office amenities.<br>• Assist with ad hoc projects and tasks as assigned, supporting overall office functionality.
  • 2026-02-04T19:28:44Z
Customer Service Representative
  • West Caldwell, NJ
  • onsite
  • Permanent
  • 75000.00 - 85000.00 USD / Yearly
  • <p>A busy company in the West Caldwell area is seeking a Commercial Lines Customer Service Representative to join their growing company. This Commercial Lines Customer Service Representative will manage client relationships, ensure accurate policy documentation, and provide exceptional support to our commercial insurance clients. The ideal Commercial Lines Customer Service Representative must have 5+ years of commercial lines experience and has experience with insurance specific systems. Responsibilities of this Commercial Lines Customer Service Representative will include but not be limited to the below.</p><p><br></p><p>Commercial Lines Customer Service Representative Responsibilities:</p><p>• Process various policy-related tasks, including endorsements, certificates of insurance, binders, renewals, and policy changes.</p><p>• Review client policies and documents to ensure accuracy and completeness.</p><p>• Respond to client inquiries about coverage, billing, and policy details in a timely manner.</p><p>• Collaborate with producers and account managers to assist with account servicing and renewal preparations.</p><p>• Maintain up-to-date and accurate client records within agency management systems.</p><p>• Coordinate with insurance carriers to address and resolve service-related issues.</p><p>• Support marketing efforts for policy renewals by gathering necessary underwriting information.</p><p>• Ensure compliance with agency standards and regulatory guidelines in all service activities.</p><p>• Deliver attentive and courteous service to clients and partners, fostering positive relationships.</p><p><br></p><p>This Commercial Lines Customer Service Representative role is paying between $75,000 and $85,000 annually depending on experience. If interested in this Commercial Lines Customer Service Representative position, apply today! </p>
  • 2026-02-12T20:18:39Z
Customer Service Representative
  • Lyndhurst, NJ
  • onsite
  • Temporary
  • 23.75 - 27.50 USD / Hourly
  • <p>We are looking for a dedicated and attentive Customer Service Representative to join our team near Lyndhurst, New Jersey. In this role, you will play a key part in ensuring smooth order management and customer satisfaction within a manufacturing environment. This is a long-term contract position offering the opportunity to contribute to a dynamic and fast-paced team.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage sales and purchase orders using SAP's Sales and Distribution module.</p><p>• Monitor back-order lists, open billing reports, and shipping schedules to ensure timely and accurate order fulfillment.</p><p>• Address customer inquiries through inbound and outbound calls, providing prompt resolutions and support.</p><p>• Collaborate with internal teams to anticipate customer needs and streamline order handling.</p><p>• Update and maintain accurate order records to ensure data integrity and smooth operations.</p><p>• Identify and communicate potential delays or issues in order processing to relevant stakeholders.</p><p>• Ensure all picking, shipping, and billing activities align with organizational standards and timelines.</p><p>• Provide exceptional customer service by addressing concerns and maintaining a courteous demeanor.</p><p>• Stay up-to-date with company procedures and policies to deliver consistent service.</p><p>• Assist in optimizing workflows and processes to enhance overall efficiency.</p>
  • 2026-02-06T18:28:42Z
Receptionist
  • New York, NY
  • remote
  • Temporary
  • 19.00 - 19.00 USD / Hourly
  • <p>We are looking for a detail-oriented Receptionist to join our team on a contract basis in New York, NY. This role is ideal for someone with strong organizational skills and a welcoming demeanor to manage front desk operations and administrative duties. The position will require in-person attendance and is expected to last for two months, with the possibility of extension.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and ensure they are properly checked in upon arrival.</p><p>• Answer incoming calls and respond to inquiries in a courteous and attentive manner.</p><p>• Assist with general administrative tasks, including organizing documents and maintaining office supplies.</p><p>• Support mailroom operations by sorting and distributing mail.</p><p>• Schedule and prepare meeting rooms for staff and guests.</p><p>• Maintain a clean and organized reception area to uphold a welcoming environment.</p><p>• Provide excellent customer service to both internal and external stakeholders.</p><p>• Collaborate with team members to manage daily office functions efficiently</p>
  • 2026-02-11T15:43:39Z
Customer Service Representative
  • East Hanover, NJ
  • onsite
  • Contract / Temporary to Hire
  • 19.79 - 22.91 USD / Hourly
  • <p>We are looking for a dedicated Customer Service Representative to join our team in Parsippany. This role offers the opportunity to work in a dynamic environment where your communication and problem-solving abilities will make a meaningful impact. As a Contract to permanent position, this role provides a pathway to long-term career growth within a supportive organization.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries via phone and email, ensuring timely and accurate resolution.</p><p>• Process orders and manage data entry tasks to maintain accurate customer records.</p><p>• Collaborate with internal teams, including shipping, to ensure seamless order fulfillment.</p><p>• Address customer concerns and provide effective solutions to meet their needs.</p><p>• Handle inbound and outbound calls with professionalism and attention to detail.</p><p>• Maintain knowledge of company products and services to assist customers effectively.</p><p>• Prioritize tasks in a fast-paced, multi-tasking environment while adhering to deadlines.</p><p>• Utilize computer systems and tools proficiently to support customer service operations.</p><p>• Build and maintain positive relationships with customers to foster loyalty.</p><p>• Adapt to evolving customer needs and contribute to continuous improvement initiatives.</p>
  • 2026-02-12T14:08:42Z
Receptionist
  • New York, NY
  • onsite
  • Temporary
  • 20.00 - 22.00 USD / Hourly
  • <p>We are looking for a skilled Receptionist to join our team in New York, NY. In this Contract position, you will serve as the first point of contact, ensuring smooth day-to-day office operations and providing exceptional support to clients and colleagues. This role requires attention to detail and the ability to handle confidential information with care.</p><p><br></p><p>Responsibilities:</p><p>• Manage front desk operations, including greeting visitors and directing them to the appropriate departments.</p><p>• Operate multi-line phone systems to answer, transfer, and route calls efficiently.</p><p>• Sort and distribute incoming mail, packages, and deliveries to ensure timely processing.</p><p>• Maintain and safeguard sensitive documents, ensuring confidentiality at all times.</p><p>• Communicate effectively with managers and clients to address job-related concerns or deadlines.</p><p>• Assist with various administrative tasks and projects as assigned by the team.</p><p>• Monitor and maintain the reception area to uphold a well-organized and welcoming environment.</p><p>• Coordinate with internal teams to ensure seamless office service operations.</p><p>• Provide support for office services in legal, banking, or corporate environments, as needed.</p>
  • 2026-02-02T20:00:50Z
Receptionist
  • Forest Hills, NY
  • onsite
  • Temporary
  • 17.00 - 19.00 USD / Hourly
  • We are looking for a detail-oriented and organized receptionist to join our team in Forest Hills, New York. This is a long-term contract position, ideal for someone with strong communication skills and experience managing multi-line phone systems. The role requires availability on Fridays and offers an opportunity to contribute to the operations of a respected non-profit organization.<br><br>Responsibilities:<br>• Answer and direct inbound calls using a multi-line phone system efficiently.<br>• Provide friendly and attentive customer service to visitors and callers.<br>• Manage a switchboard with 1-10 phone lines, ensuring smooth call handling.<br>• Maintain a welcoming and organized reception area.<br>• Assist with administrative tasks such as scheduling, filing, and data entry.<br>• Collaborate with team members to support daily operations.<br>• Handle inquiries and provide accurate information about the organization.<br>• Ensure all communication is handled promptly and with attention to detail.
  • 2026-02-12T16:53:48Z
Office Facilitator / Receptionist
  • Tinton Falls, NJ
  • onsite
  • Permanent
  • 55000.00 - 65000.00 USD / Yearly
  • <p>55,000 - 65,000</p><p><br></p><p>benefits include:</p><ul><li>medical</li><li>dental</li><li>vision</li><li>paid time off</li><li>401k</li></ul><p>Responsibilities: </p><ul><li>Set up meeting spaces and arrange lunches when needed</li><li>Welcome and assist visitors</li><li>Handle incoming calls, direct them appropriately, and relay messages</li><li>Manage the conference room schedule</li><li>Keep the office neat and presentable</li><li>Handle weekly grocery runs</li><li>Arrange repairs and coordinate maintenance vendors</li><li>Place weekly office supply orders</li></ul><p><br></p>
  • 2026-01-16T17:14:05Z
Sales & Customer Care Consultant
  • Mahwah, NJ
  • onsite
  • Temporary
  • 19.95 - 23.10 USD / Hourly
  • We are looking for a dedicated Sales & Customer Care Consultant to join our team on a contract basis in Mahwah, New Jersey. In this role, you will be responsible for delivering exceptional customer experiences while addressing a variety of inquiries and ensuring seamless service at every interaction. This is a fantastic opportunity to work in the retail industry, where your communication and organizational skills will play a vital role in exceeding customer expectations.<br><br>Responsibilities:<br>• Deliver outstanding customer service by addressing inquiries and resolving issues efficiently and professionally.<br>• Proactively identify and address potential challenges to ensure a seamless customer experience.<br>• Handle a variety of customer needs, including product questions, returns, delivery details, registration processes, and payment assistance.<br>• Meet and exceed sales, quality, and productivity targets to help the department achieve its overall objectives.<br>• Collaborate with team members and other departments to continuously enhance service quality and knowledge.<br>• Maintain accurate records of customer interactions and transactions for smooth follow-up and reporting.<br>• Provide support through various communication channels, such as phone, email, and chat, ensuring timely responses.<br>• Adapt to a flexible work schedule, including weekends and additional shifts during peak periods.
  • 2026-01-21T17:44:17Z
Customer Service Representative
  • Long Valley, NJ
  • onsite
  • Contract / Temporary to Hire
  • 23.75 - 27.50 USD / Hourly
  • <p>We are looking for a dedicated Customer Service Representative to join our team in Chester, New Jersey. This Contract to permanent position involves engaging with customers and prospects, addressing inquiries about products and services, and ensuring satisfaction through timely and effective communication. In this role, you will act as a customer advocate, collaborating closely with various internal teams to deliver outstanding service.</p><p><br></p><p>Responsibilities:</p><p>• Address customer inquiries and issues promptly, providing solutions that meet their needs.</p><p>• Collaborate with internal departments, including sales, project management, and order processing, to support customer-focused initiatives.</p><p>• Maintain accurate and updated customer records using Salesforce.</p><p>• Act as a customer advocate by managing a designated portfolio of clients and ensuring their satisfaction.</p><p>• Execute service-focused campaigns to enhance customer engagement.</p><p>• Monitor customer health metrics, highlighting potential risks and opportunities for improvement.</p><p>• Support the sales order process, ensuring seamless execution and high end-user satisfaction.</p><p>• Assist marketing and customer service teams with various initiatives, such as trade show participation and promoting new innovations.</p><p>• Communicate updates on company activities, including case studies and product advancements, to clients and prospects.</p>
  • 2026-02-12T17:18:41Z
Receptionist
  • Rockville Centre, NY
  • onsite
  • Permanent
  • 40000.00 - 45000.00 USD / Yearly
  • We are looking for a dedicated and detail-oriented Receptionist with strong bookkeeping skills to join our team in Rockville Centre, New York. The ideal candidate will handle essential financial tasks, maintain accurate records, and contribute to the smooth operation of our office. This role requires excellent organizational abilities and a proactive approach to managing accounts and reconciliations.<br><br>Responsibilities:<br>• Manage day-to-day bookkeeping tasks, ensuring accuracy and compliance with company standards.<br>• Process accounts payable and accounts receivable transactions promptly and efficiently.<br>• Perform bank reconciliations to verify and maintain the accuracy of financial records.<br>• Utilize QuickBooks software to organize, track, and update financial data.<br>• Provide front-desk support by answering phone calls, greeting visitors, and maintaining a courteous and attentive demeanor.<br>• Assist in preparing financial reports and documentation as required.<br>• Coordinate with internal teams to resolve discrepancies and ensure smooth financial operations.<br>• Maintain confidentiality of sensitive financial information and follow data security protocols.<br>• Monitor office supplies and handle administrative tasks to ensure the office runs efficiently.
  • 2026-02-06T16:23:41Z
Receptionist
  • Danbury, CT
  • onsite
  • Temporary
  • 19.00 - 19.00 USD / Hourly
  • We are looking for a detail-oriented and organized Receptionist to join our team on a contract basis in Danbury, Connecticut. In this role, you will be the first point of contact for visitors and callers, ensuring a welcoming and efficient environment. Your responsibilities will be essential to maintaining smooth daily operations.<br><br>Responsibilities:<br>• Greet visitors warmly and provide assistance or direct them to the appropriate personnel.<br>• Answer incoming calls promptly and courteously, addressing inquiries or transferring calls as necessary.<br>• Maintain a clean and organized reception area to ensure a positive impression.<br>• Handle incoming and outgoing mail and deliveries with accuracy and timeliness.<br>• Support administrative tasks, including scheduling appointments and maintaining records.<br>• Coordinate with internal departments to ensure seamless communication and operations.<br>• Monitor and manage office supplies, replenishing stock as needed.<br>• Ensure adherence to company policies and procedures in all interactions.<br>• Address any immediate concerns or issues raised by visitors or callers.
  • 2026-02-09T14:33:40Z
Customer Service Representative
  • Bridgewater, NJ
  • onsite
  • Permanent
  • 40000.00 - 50000.00 USD / Yearly
  • <p>40,000 - 50,000</p><p><br></p><p>Benefits:</p><ul><li>medical/dental/vision</li><li>401k</li><li>Bonus structures & increases</li><li>Paid time off</li></ul><p>Our client in the Bridgewater area is looking for a Customer Service Representative for their team. This role will become the vital link between customers and supply chain operations. In this front-facing role, you’ll handle a wide range of customer inquiries, resolve issues with urgency, and help ensure a seamless order experience. You will wear many hats, supporting diverse business needs and collaborating across departments. This position is on-site in office, Monday-Friday with standard office hours.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Address customer inquiries via phone, email, and other channels in a timely manner</li><li>Serve as a liaison between customers and the internal supply chain team, tracking and managing orders through the system</li><li>Accurately resolve issues including broken product, packaging problems, and order discrepancies</li><li>Quickly escalate urgent situations as needed, always focused on delivering positive solutions</li><li>Maintain comprehensive and accurate records within company systems</li></ul><p><br></p>
  • 2026-02-09T20:08:43Z
Receptionist
  • Norwalk, CT
  • onsite
  • Temporary
  • 19.00 - 20.00 USD / Hourly
  • <p>We are looking for a motivated and organized Receptionist to join our team on a long-term contract basis. In this role, you will be the first point of contact for visitors and clients, ensuring a welcoming and attentive environment. Your ability to manage tasks efficiently and maintain a positive demeanor will be essential to the smooth operation of our front desk. As well you will assist the Human Resources department with background checks and administrative tasks as needed. </p><p><br></p><p>Responsibilities:</p><p>• Assist with HR administrative tasks such as background checks.</p><p>• Greet visitors and clients courteously and ensure they feel welcomed.</p><p>• Handle incoming calls and inquiries, providing accurate information and assistance.</p><p>• Manage mail, packages, and deliveries, ensuring timely distribution.</p><p>• Maintain the cleanliness and organization of the reception area to uphold a neat appearance.</p><p>• Schedule and coordinate appointments, meetings, and conference room bookings.</p><p>• Monitor visitor access and maintain security protocols at the front desk.</p><p>• Ensure all interactions reflect the company’s commitment to exceptional service.</p>
  • 2026-02-10T16:59:01Z
Client Services Representative
  • Parsippany, NJ
  • onsite
  • Permanent
  • 110000.00 - 130000.00 USD / Yearly
  • <p>A wealth management firm is seeking a client‑focused Wealth Advisor to lead planning conversations, manage client relationships, and guide families through all stages of their financial life cycle. This role combines relationship management, financial planning, and investment oversight, with a strong emphasis on delivering personalized strategies and long‑term guidance.</p><p>Responsibilities</p><ul><li>Lead discovery, planning, and review meetings with new and existing clients</li><li>Manage a select client portfolio and provide ongoing financial guidance</li><li>Review portfolios, adjust allocations, and identify new planning opportunities</li><li>Develop customized financial, tax, estate, and retirement strategies</li><li>Collaborate with the Portfolio Manager to ensure appropriate investment positioning</li><li>Coordinate client needs across internal teams and maintain accurate documentation</li><li>Support onboarding, research, and client service activities</li><li>Build strong client relationships and help grow the business through referrals</li></ul><p>Qualifications</p><ul><li>Bachelor’s degree or higher</li><li>FINRA Series 7 and 66 (or 63/65)</li><li>CFP required</li><li>Experience with goals‑based planning tools (eMoney, MoneyGuidePro, etc.)</li><li>Strong communication and presentation skills</li><li>Ability to explain complex financial concepts clearly</li><li>Detail‑oriented, organized, and a strong problem‑solver</li><li>Wealth management experience with sound judgment and client‑first mindset</li><li>Collaborative and comfortable working in a small‑firm environment</li></ul><p><br></p><p><br></p>
  • 2026-02-05T16:48:49Z
Client Services Advisor
  • Morris Plains, NJ
  • onsite
  • Permanent
  • 80000.00 - 90000.00 USD / Yearly
  • <p>Our client is seeking a Service Advisor to support and deepen existing client relationships within a growing wealth management firm. This role focuses on financial planning, client service, and portfolio oversight—no business development required.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Lead discovery, review, and planning meetings with current and prospective clients</li><li>Serve as primary advisor for select clients and manage ongoing portfolio reviews</li><li>Adjust asset allocations and identify new asset opportunities within existing relationships</li><li>Develop customized financial plans and guide clients through all stages of their financial lifecycle</li><li>Handle complex planning needs including tax, estate, retirement, and investment strategy</li><li>Collaborate with Portfolio Management, Trading, Compliance, and Client Service teams</li><li>Lead client onboarding and maintain accurate client notes</li><li>Organize tasks across the team and ensure timely follow-up</li></ul><p><br></p>
  • 2026-02-04T19:34:03Z