Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Associate

$72k
Full-time

Russell Tobin

Industry: Financial Services / Expert Network

Location: New York, NY

Employment Type: Full-Time, Permanent

Our client, a rapidly growing global expert network and professional services firm, is looking to hire multiple Client Services Associates in New York, NY.

The organization connects leading global investors, businesses, and decision-makers with industry experts to provide valuable insights that support strategic business decisions.

This is an exciting opportunity for ambitious, business-minded professionals looking to build a career in financial services, client services, or business development. Associates will receive comprehensive training, work directly with clients and industry experts, and have opportunities for accelerated career growth.

Compensation:

  • Base Salary: $72,000
  • Sign-On Bonus: $3,000
  • Annual Bonus Target: $8,000, distributed in monthly installments

Average to high-performing Associates typically earn $91,500–$125,000 in total first-year compensation , depending on individual performance.

Responsibilities:

  • Serve as the primary point of contact between clients and industry experts, managing engagements from initiation through completion.
  • Identify, research, and engage subject matter experts whose backgrounds align with specific client needs and project objectives.
  • Conduct outreach to potential experts to assess qualifications, availability, and suitability for client engagements.
  • Coordinate expert consultations, ensuring seamless communication and timely project delivery.
  • Manage multiple projects simultaneously while meeting tight deadlines and maintaining a high level of accuracy.
  • Develop research strategies and make informed decisions regarding expert selection, scheduling, and outreach.
  • Build and maintain strong relationships with clients and industry professionals.
  • Collaborate with global teams to ensure projects meet client expectations and deliver actionable insights.

Requirements:

  • Bachelor's degree from an accredited college or university; minimum 3.5 GPA.
  • December 2026 and January 2027 graduates are eligible to apply.
  • May 2026 graduates are eligible with internship or corporate experience since graduation.
  • May 2025 graduates are eligible with continuous employment since graduation and may be considered for a higher title and compensation level.
  • Approximately 6–18 months of professional experience preferred; internships and experience involving client interaction, problem-solving, or business operations are a plus.
  • Demonstrated leadership, initiative, or involvement in academic, athletic, professional, or extracurricular activities.
  • Excellent verbal and written communication skills with a polished and professional presence.
  • Strong interpersonal skills and the ability to build relationships with a variety of professionals.

Benefits & Perks:

  • Medical, dental, and vision insurance.
  • 401(k) plan with a guaranteed 3% company contribution.
  • Paid vacation, sick leave, and company holidays.
  • Daily office perks, including complimentary lunch, snacks, Monday breakfasts, and weekly social events.

Russell Tobin Benefits

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life and disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.

Equal Employment Opportunity

Russell Tobin is an equal opportunity employer. We do not discriminate based on race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision-making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in New York, NY vacancy
  • $80k - $100k

     ...Client Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York, NY (local candidates only please) On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED /... 
    Suggested
    Full time
    Work at office
    Local area
    Monday to Friday

    Blue Coral Staffing Corp.

    New York, NY
    4 days ago
  •  ...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... 
    Suggested
    Full time
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    4 days ago
  •  ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can... 
    Suggested
    Full time

    JCW Group

    New York, NY
    5 days ago
  • $82.5k

     ...university graduates to grow the next generation of analytics services professionals through our Analytics Development Program. What...  ...leading global pharmaceutical brands. Consult Directly with Clients: Serve as a strategic advisor to media agencies and pharma brand... 
    Suggested
    Full time
    Work experience placement
    H1b
    Work at office
    Local area
    Immediate start

    Veeva

    New York, NY
    1 day ago
  • $88.08k - $140.93k

     ...better outcomes and a stronger community of associates united by our mission. At Capital, we...  ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking...  ...“I can succeed as a Private Client Service Associate at Capital Group.” As the... 
    Suggested
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    New York, NY
    3 days ago
  • $35.36k - $90k

     ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    New York, NY
    4 days ago
  •  ...ImpactAssets is seeking an Associate, Client Service (Temporary) to join the Operations team in a remote, full-time capacity. The role provides frontline support via phone and email, guiding clients through the portal and coordinating requests through the ticket system... 
    Full time
    Temporary work
    Remote work

    ImpactAssets

    New York, NY
    6 days ago
  • $66.5k - $80k

     ...Client Services Associate New York, New York About Us: Applecart is the leading technology company that C-suites rely on to reach business-critical decision makers. The most important decisions are made by the hardest people to reach and influence. Historically, C-suite... 
    Work at office
    Work from home
    Monday to Friday

    Applecart

    New York, NY
    3 days ago
  •  ...Client Service Associate Location: New York, NY (Hybrid) Duration: 12 Months Client: Financial Services The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing... 
    Work experience placement

    eTeam

    New York, NY
    4 days ago
  • $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 office
    Local area
    Remote work
    Work from home
    Worldwide

    Sumitomo Mitsui Financial Group, Inc.

    New York, NY
    1 day ago
  • $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

    Vodia Ventures

    New York, NY
    2 days ago
  • $90k

     ...Client Services Associate, Surveys (2027 Start Dates) Client Services Associate, Surveys (2027 Start Dates) New York, USA Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions... 
    Worldwide
    Flexible hours

    Third Bridge Group

    New York, NY
    4 days ago
  • $55k - $65k

     ...Oppenheimer & Co. Inc. Private Client DivisionOppenheimer & Co. Inc. ("Oppenheimer") is...  ...middle-market investment bank and full service broker-dealer. With roots tracing back to...  ...currently seeking a Registered Client Service Associate for their Midtown East, NY branch office... 

    Oppenheimer & Co.

    New York, NY
    23 hours ago
  •  ...Archer, in partnership with JPMorganChase, seeks a Client Service Delivery Associate II to elevate client experiences and operational excellence. You will address client inquiries, process transactions, and troubleshoot complex issues while coordinating with multiple departments... 

    Archer

    New York, NY
    6 hours ago
  •  ...Silvercrest Asset Management Group is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. The role requires strong follow up and communication, professionalism, and comfortable collaboration... 

    Silvercrest Asset Management Group

    New York, NY
    1 day ago
  •  ...Third Bridge Group is seeking a Client Services Associate in the United States. You’ll be on the front line, identifying, calling, and engaging industry experts to deliver the insights our clients need, often under extremely tight deadlines. Expect to spend much of... 

    Third Bridge Group

    New York, NY
    2 days ago
  • $96k - $127k

     ...A leading insight provider in New York is seeking a full-time Associate in Client Services starting in January 2026. This role involves finding and engaging industry experts to provide insights to clients, with generous progression opportunities and a salary range of... 
    Full time
    Flexible hours

    Third Bridge Group

    New York, NY
    1 day ago
  •  ...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... 

    Titan

    New York, NY
    23 hours ago
  •  ...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

    RAJNAP TECHNOSOFT PRIVATE LIMITED

    New York, NY
    23 hours ago
  •  ...AO Globe Life invites entry‑level professionals to join its Remote Business Services team, offering structured training, mentorship, and real client experience in a fully remote environment. You will support daily client activities, coordinate scheduling, maintain... 
    Remote work

    AO Globe Life

    New York, NY
    2 days ago
  • $29.34 per hour

     ...innovation, and ready to help shape the future of precision medicine at scale, this is where you belong.We are looking for a Client Services Associate I, Oncology (East Coast) to provide exceptional service and support to BillionToOne's customers. This role is part of a... 
    Hourly pay
    Full time
    Remote work
    Worldwide
    Monday to Friday

    BillionToOne

    New York, NY
    6 hours ago
  • $17.2 - $23.37 per hour

     ...Canon U.S.A., Inc. is seeking an on-site Mail/Courier Services associate in New York, NY to deliver prompt, accurate mail handling and contribute to customer service excellence. The role covers multiple site services including reception, shipping/receiving, and inventory... 
    Hourly pay

    Canon

    New York, NY
    4 days ago
  • $61.28k - $85.52k

     ...The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding... 
    Full time
    Work at office

    Citi

    New York, NY
    2 days ago
  • $65k - $75k

     ...Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a detail-oriented and proactive licensed client service associate to support our growing team. This remote role requires working Eastern Time Zone hours (applicants must reside in CST or... 
    Private practice
    Remote work

    Jambalaya Group

    New York, NY
    23 hours ago
  •  ...FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks a detail-oriented licensed client service associate to support growth. This remote role requires Eastern Time Zone hours; applicants must reside in CST or EST and pursue required licenses... 
    Private practice
    Remote work

    Jambalaya Group

    New York, NY
    23 hours ago
  •  ...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 work
    Flexible hours

    HB Travels

    Atlantic City, NJ
    23 hours ago
  • $41.2k - $76.8k

     ...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact... 
    Minimum wage
    Work at office
    Local area
    Night shift

    Oliver Wyman, LLC

    New York, NY
    23 hours ago
  • $70k

     ...Client Service Healthcare Associate (Class of 2027) New York, New York, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment... 
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Flexible hours

    Guidepoint

    New York, NY
    3 days ago
  •  ...Client Service Associate Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located in New York City, NY (Hybrid). Please review the job description below and contact me ASAP if you... 
    Contract work
    Local area
    Immediate start

    Pyramid Consulting

    New York, NY
    2 days ago
  • $385k

     ...Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York... 
    Private practice
    Work at office

    Calqulate

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!