Client Services Associate
$61.2k - $71.7kBuild Up Justice NYC
Client Services Associate Since 1968, Build Up Justice NYC has provided free legal services for low- and moderate-income individuals and families throughout New York City. Our clients live in rapidly gentrifying neighborhoods where many residents and small business owners have been displaced or are facing displacement and harassment. For over half a century, Build Up Justice NYC has provided high-quality, low-barrier neighborhood-based legal services to individuals, families, nonprofit community-based organizations, community development corporations, coalitions, and small business owners, interested in developing and sustaining vibrant, healthy communities. Build Up Justice NYC has three core departments Preserving Affordable Housing (PAH), Consumer & Economic Advocacy (CEA), and Community & Economic Development (CED)each of which has unique initiatives and plays a vital community role to ensure basic needs are met and fundamental rights affirmed. The Client Services Associate will be responsible for providing direct services to clients, managing client information and documentation, and supporting the overall administrative and operational needs of the CED Program. This role involves significant client interaction, data management, and collaboration with program staff to ensure efficient and effective service delivery. Responsibilities Provide direct services to clients including intake, assessment, referral, case closing forms, and follow-up; Coordinate and manage client flow, documenting all interactions with or on behalf of clients and attorneys; Attend outreach events on behalf of the program, providing information about services offered and application procedures; Enter client information into the case management system and relevant databases; Import and transfer data from multiple sources to secure central databases; Update database and document management systems with new information and documents as they come in; Record and document services into Microsoft Dynamics, Excel, Notion, SharePoint, and Legal Server systems under contractual agreements and program needs; Provide input with supervisor and team leaders in the development and implementation of data management processes; Collaborate with program staff to ensure case file documents are appropriately processed in the case management system and cases are opened and closed accordingly. Participate in regular staff meetings and supervision, attending training for further skills development as required; Provide input with supervisor and team leaders to identify and recommend process improvements for program documentation and organization; Create and send correspondence, receive and route incoming calls, taking messages when appropriate; Additional clerical/administrative duties including filing, sorting, and organizing paperwork; and Other duties as assigned. A successful candidate will have: A minimum of 2-4 years administrative and/or office admin work experience; preferably in a non-profit. Excellent interpersonal skills and demonstrated ability to effectively communicate with individuals from diverse backgrounds, local organizations and people in crisis; Must have excellent verbal and writing communication skills that can be executed in formal correspondence and oral presentations; Ability to maintain confidentiality and neutrality in handling proprietary and client information; Strong reporting and record keeping skills, including the ability to synthesize lots of quantifiable and qualitative data into clear, plain language and readable charts and checklists; Dependability, good time management and strong organizational skills and attentive to detail; Bi-lingual in English/Spanish preferred; Must be able to work strategically within a team structure as well as independently, multi-task and work under tight deadlines; Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), client management systems. Familiarity with Microsoft Dynamics, Notion, SharePoint, and Legal Server are a plus; Demonstrated ability to interact with persons of different races, ethnicities, ages, and sexual orientations in a multicultural environment; and Thorough commitment to Build Up Justice NYC 's mission and commitment to public interest work and economic equity. Compensation & Benefits Annual salary is $61,200 - $71,700 depending on years of experience. Great benefits package such as, employer paid health insurance; 27 days annual vacation, employer 4% contribution to 401(k); and paid parental leave. This is a hybrid in-office/remote work position. To Apply If you are interested in this position, you must submit your resume and a cover letter telling us why your experiences would make you a good fit for this role. Build Up Justice NYC is a diverse team that is committed to recruiting, supporting, retaining, and promoting talented staff with diverse backgrounds and experiences that share the organization's commitment to racial, economic and social justice. At Build Up Justice NYC, diversity encompasses a variety of characteristics, lifestyles, and perspectives, including race, ethnicity, national origin, religion, gender, sexual orientation, gender identity, age, education, disability, socio-economic status, and family status. We firmly believe that a diverse, equitable and inclusive environment is essential to both the quality of our client services and the personal satisfaction of our staff. We encourage applicants of diverse backgrounds to apply, including women, people of color, immigrants, people with disabilities, LGBTQ people, people from low-income backgrounds, and with lived experiences in the communities we serve. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sexual orientation, gender, gender identity, age, physical disability, or length of time spent unemployed.
- ...Client Service Delivery Associate I 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 within JPMorganChase, you will play a pivotal role in delivering...Suggested
$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...SuggestedWork 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...SuggestedFull timeRemote work
$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...SuggestedTemporary workWork at officeLocal area$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...SuggestedHourly payWork experience placement- ...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...Work at office
$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...Temporary workWork at officeLocal area$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...Hourly payPart timePrivate practiceRemote work10 hours per weekFlexible hours- ...privately held RIA managing $35B+ in assets for sophisticated HNW clients. With 50+ years of success, this firm blends institutional... ...a trusted point of contact for clients, delivering white-glove service Ensure accuracy across account maintenance, billing, and compliance...
- ...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 - $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- ...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
- ...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
$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$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$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$64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...Minimum wage$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...Contract workTemporary workFreelanceLocal areaFlexible hours$95k - $115k
...The Senior Client Service Associate is dedicated to supporting our new and existing customers to ensure they receive the maximum benefit of their OSTTRA services. This position focuses on providing applicationand technical support for our Global client base. The ideal...Flexible hours$90k - $110k
...Client Service Associate New York, NY Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and play a critical role in the operational center of Vise; working directly...Work at office$80k - $95k
...Job Overview 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...Flexible 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
...Group offers a diverse range of financial services, including banking, leasing, securities,... ...corporate, institutional, and municipal clients. It connects a diverse client base to... ...Performs a variety of client service functions associated with supporting the strategic...Work at officeLocal areaRemote workWork from homeWorldwide$90k - $110k
...Client Service Associate Robertson Stephens Wealth Management (RSWM) 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...Work at office$34.32k - $90k
...Registered Service Associate Registered Service Associates perform operational support and oversight on behalf of the Complex as well as... ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift- ...Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. Responsibilities Process forms and documentation for custodial related items including opening...
- ...firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings,...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ## Client Services AssociateApplylocations: US-New York, NY (1250 Broadway)time type: Full timeposted on: Posted Todayjob requisition id:... ...website at You Will Be DoingThe position of the Client Services Associate is responsible for serving as the first level of support to...InternshipLocal area
- ...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
- ...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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- client account associate Brooklyn, NY
- office service associate Brooklyn, NY
- transaction services specialist Brooklyn, NY
- guest services associate Brooklyn, NY
- service advisors Brooklyn, NY
- food service officer Brooklyn, NY
- service advisor automotive Brooklyn, NY
- salesforce service cloud consultant Brooklyn, NY
- facility service associate Brooklyn, NY
- environmental services attendant Brooklyn, NY

