Client Services Associate
$56k - $84kUnavailable
Job Description 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. The Associate Account Manager will report to the Director of Client Services and collaborate with other departments such as Product, UX Design, Technical Account Management, Data Analytics, and Marketing. Together, the teams will ensure e-commerce strategies are aligned with overall business strategy. The Associate Account Manager will work closely with clients to drive increased revenue growth, along with deeper customer and brand engagement. This is a hybrid role based in New York City. Responsibilities Own the strategy, campaign execution, and data insights for your client portfolio. Identify and manage commercial execution of expansion opportunities within your portfolio. Manage the client renewal process from commercial negotiation to contract finalization with support of your manager. Build strong relationships with key client decision-makers and influencers. Develop a strategic roadmap for each client that over time will enable client satisfaction, growth, and trust, ultimately becoming the client’s trusted advisor. Prepare and present monthly performance reviews for individual clients to report on key performance metrics and recommendations for future strategies to enhance ROI. Responsible for client reporting, analysis, and insights. Uncover insights from reports available and make recommendations from those insights. Be consultative and use creativity to deliver solutions that address the client’s compelling marketing needs and support them in meeting their business goals. Effectively facilitate day‑to‑day management of accounts both internally (within Yieldify/Epsilon) and externally (with the client). Qualifications 2‑4 years of client management or sales experience across e‑commerce or MarTech. A strong understanding of e‑commerce, digital marketing, and marketing technology and how they interact to drive client outcomes. Campaign reporting and business review experience – reviewing performance reporting, uncovering insights, developing, and delivering performance reports, insights, and recommendations. Strong quantitative background with an understanding of analytic tools and techniques. Effective communication across multiple levels of an organization. Works well in a team/highly collaborative environment. Why you might stand out from other talent: Excellent communication and presentation skills at the decision‑maker level. You keep people engaged with the ability to ‘read the room’ to know what to say or show next to clients. Benefits & Compensation Compensation Range: USD $56,000.00 – $84,000.00 annually. Time to Recharge: Flexible time off (FTO), 15 paid holidays. Time to Recover: Paid sick time. Family Well‑Being: Parental/new child leave, childcare & elder care assistance, adoption assistance. Extra Perks: Comprehensive health coverage, 401(k), tuition assistance, commuter benefits, professional development, employee recognition, charitable donation matching, health coaching and counseling. EEO Statement Epsilon is an Equal Opportunity Employer. Epsilon’s policy is not to discriminate against any applicant or employee based on race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. Epsilon also prohibits harassment of applicants and employees based on any of these protected categories. Epsilon will provide accommodations to applicants needing accommodations to complete the application process. Please reach out to View email address on click.appcast.io to request an accommodation. For San Francisco Bay and Los Angeles areas: Epsilon will consider for employment qualified applicants with criminal histories in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance and San Francisco Police Code Sections 4901‑4919, commonly referred to as the San Francisco Fair Chance Ordinance. Applicants with criminal histories are welcome to apply. #J-18808-Ljbffr
- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...SuggestedImmediate start
- ...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...SuggestedWork at officeLocal area
$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...SuggestedMinimum wage$18 - $18.5 per hour
...Client Service Associate New York, New York, United States We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office...SuggestedTemporary workWork at officeImmediate startShift work$34.32k - $90k
...Client Service Associate 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...SuggestedTemporary workWork at officeLocal area- ...expertise with a strong focus on understanding clients' goals to help them pursue the lives... ..., philanthropy, estate planning services, small business services, and cash management... ...Description The Registered Client Service Associate is a full-time, on-site role based in...Full timeWork at office
$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$20 per hour
...Client Services Associate New York, New York, United States Job Title: Client Services Associate Reports To: Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our workplace humming. You...Temporary workWork experience placementImmediate start- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients and...Work experience placement
- ...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
$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$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 area$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$80k - $95k
...Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client...Work at officeRemote work- ...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...
$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 is seeking...Hourly payFull timeWork at office$25 - $44 per hour
...Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have...Hourly pay$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management... ...support) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Temporary workWork at officeRemote workHome officeNight shift$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 workWork at officeLocal area- ## 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
$61.2k - $71.7k
...Up Justice NYC has provided free legal services for low- and moderate-income individuals... ...families throughout New York City. Our clients live in rapidly gentrifying neighborhoods... ...affirmed. Position Summary The Client Services Associate will be responsible for providing direct...Work experience placementLive inWork at officeLocal areaRemote work$70k
...work for the global leader in the language services and technology industry? Are you... ...York, New York, United States.Guidepoint's Client Service team connects leading investment... ...$80,000.00 yearly Full-time The Client Associate is a client-facing role supporting the Quality...Hourly payFull timeContract workPart timePrivate practiceWork at officeRemote workWork from homeWorldwideFlexible hours$34.32k - $90k
...Position Summary Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business by engaging and utilizing the full capabilities...Work at officeLocal area$80k - $100k
...Client Services Specialist – ***Private Aviation Industry experience ideal*** Location: New York, NY On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as needed with this 24/7 company operation Compensation...Work at officeMonday to Friday- ...Life Insurance portfolios. Position Summary Winged Keel Group’s Client Services department focuses on delivering best in class service to our... ...in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...Weekend workAfternoon shift
- ...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...
$85k - $110k
...Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...- ...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...
- ...Citizens Bank is seeking a Wealth Manager Client Service Associate to support Wealth Managers with onboarding and ongoing client service. The CSA will manage client relationships with high net worth clients, ensuring clear communication of investment updates and performance...
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