Client Services Associate
Northeast Financial Network
Holmdel, NJ · Posted November 6, 2026
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How AI is used in this kind of work
Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
...Job Title: Second-Seat Advisor Support / Client Service Associate Reports To : Senior Wealth Advisor (Top Producer) Location: Red Bank, NJ, on-site Compensation : Base salary plus incentive compensation
Position Summary Join a high-performing insurance...