Client Services Associate
FF Company
About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts succeed over time. As a Client Services Associate, you’ll act as a key point of contact for assigned clients—handling day‑to‑day account needs, supporting service requests, and collaborating with internal teams to deliver reliable, high‑quality service. This is a great opportunity for someone looking to grow a career in client services, account management, or customer success. Location: New York, NY Employment Type: Full‑Time What You’ll Do Serve as the primary point of contact for a portfolio of clients or customers Build and maintain strong relationships through regular communication and follow‑up Support client needs including updates, service requests, and account changes Conduct outbound check‑ins to gather feedback and ensure satisfaction Track account activity, service issues, and opportunities in the CRM Assist with onboarding new clients to ensure a smooth transition Coordinate with sales, operations, and support teams to resolve issues efficiently Share product updates, promotions, and service information with clients Prepare basic reports, notes, and account summaries as needed Maintain a high level of professionalism, responsiveness, and organization What We’re Looking For Strong communication skills and comfort working directly with clients Organized, dependable, and able to manage multiple accounts at once Customer‑first mindset with strong problem‑solving skills Comfortable learning new systems and tools Proactive, positive attitude and strong follow‑through Experience in customer service, client services, retail, hospitality, or account support is a plus — but not required What We Offer Competitive compensation Paid training and ongoing support Clear growth path into Account Coordinator, Account Manager, or Customer Success roles Supportive, collaborative team environment Opportunities to build valuable client‑facing and professional skills Why Join Us We believe strong client relationships drive long‑term success. Our Client Services Associates play a critical role in supporting customers, solving problems, and creating positive experiences. If you enjoy helping people, staying organized, and working in a role where your impact is visible, we encourage you to apply. #J-18808-Ljbffr
- ...Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate I...Suggested
$20 - $23 per hour
...Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting Group – A Private Wealth Advisory Practice of Ameriprise Financial Remote | Flexible Schedule About the Role Martin’s Financial Consulting Group is seeking a detail-oriented, tech...SuggestedHourly payPart timePrivate practiceRemote work10 hours per weekFlexible hours$31.2k - $90k
...Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...SuggestedTemporary workWork at officeLocal area$80k - $95k
...The Client Services Associate provides primary-level problem resolution & customer service to current & potential clients and is the primary owner of selected accounts. They lead on-boarding of new clients, work to engage customers on new initiatives, & build & maintain...SuggestedFlexible hours- ...Dormont Manufacturing Co is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors daily. The successful candidate will assist in building client relationships through strong interpersonal skills and client-first mindset...SuggestedWork at office
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$90k - $110k
...A leading educational institution in New York is seeking an Associate in Client Service for their program. This fast-paced role requires fluency in English and Portuguese and offers a clear career path to management in just 24-30 months. Responsibilities include expert...Remote work$55k
...Talener is a full‑service staffing company headquartered in NYC and Boston. We started as a tech‑focused agency in 2007 and have... ..., finance, and accounting positions. Your Career Path The Client Services Associate role is a clear, structured path toward becoming a full...Work experience placementInternship$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients’ core website personalization and optimization goals and objectives. This is a hybrid role based in New...Contract workLocal areaFlexible hours- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients, individuals in this role build...Work at officeLocal area
$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office- ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking...Remote workFlexible hours
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$53.9k - $80.7k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (registered) assists one or more financial advisor...Work at officeImmediate startFlexible hours$34.32k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$48k - $65.3k
...The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses...Work experience placement- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling...Full timeRemote work
$28 per hour
...Job Title: Client Service Associate Work Mode: Hybrid Location: New York, NY Pay: $28 per hour About Axelon Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment...Hourly payWork experience placement$80k - $85k
...Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the...Full timeWork at office- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego – it’s about execution, service, and trust. You’ll play a critical role in helping clients move...
- ...well. This is Raghav Jha, and I work for Soft Sages Technology. Please find the job description below for the position of "Client Service Associate" with our top client "Invesco" . Share your updated resume if interested. Client Service Associate Invesco Duration: 6...Contract work
$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization...Hourly payFull timeWork at office$18 per hour
...Client Service Associate New York, New York, United States Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office...Full timeTemporary workWork at officeImmediate start- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... ...include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series...
$20 - $25 per hour
...Client Service Associate Sunset Park, New York Hanover Bank When you love your work and the people you work with, careers are made! Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion...Hourly payFull timeTemporary workWork at officeRemote work- ...Knowledge/Skills: Proficient of Physical Certificate negotiability and required documents Knowledge/Skills: Ability to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills #J-18808-Ljbffr...
$56k - $84k
...Overview The Client Services Associate works across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve personalization and optimization goals. This hybrid role is based in New York City. The Associate Account Manager reports...Contract workLocal areaFlexible hours$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...Full timeWork at officeLocal areaRemote workWork from homeWorldwide
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