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

Client Service Associate

$51k - $60k

Aon

Billing Associate NFP, an Aon company, and Covala Group are organizations of consultative advisors and problem solvers. We help companies and individuals address their most significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach. Covala Group is a proven enroller and administrator of executive individual disability insurance benefits for large corporate clients. Position Summary: The Billing Associate position is an integral part of a five-person team. The role is central within the organization and is responsible for handling the billing for our clients, as well as collaborating with peers within and outside of the organization. The individual in this position will participate in company-wide projects that involve working with different teams. This is a full-time employment opportunity working Monday through Friday from 8:30AM to 5:30PM Eastern Time. For the first three months, the employee will need to be in the NYC office for training up to three days per week. After the training period, the manager will decide the employee's schedule, which could potentially include a fully remote or hybrid option. Position Responsibilities Preparing and sending out payroll files to clients for processing. Handling client invoicing and payment processing. Analyzing data pertaining to the billing function. Interacting with clients and carriers and helping with any billing-related inquiries. Assisting with the implementation of new clients from a billing standpoint. Qualifications Experience with client/customer service, preferably in a corporate setting. Attention to detail with a high level of accountability and ownership of work. Resourcefulness and ability to consult and work with others. Strong ability to prioritize tasks and manage time and deadlines. A team-oriented, friendly collaborative attitude. Excel fluency is required with ability to develop pivot tables, VLOOKUP, formulas, graphs, etc. Proficient in MS Office Suite. Education/Experience: Bachelor's Degree preferred. HS Diploma or GED is required. A degree in Accounting, Finance or Mathematics is a plus. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $51,000 $60,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP is an inclusive Equal Employment Opportunity employer.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate in New York, NY vacancy
  • $70k

    Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts...  ...in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in... 
    Suggested
    Full time
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Worldwide
    Flexible hours

    Guidepoint

    New York, NY
    2 days ago
  • $245k - $330k

    Duane Morris LLP has an opening in its New York office for an associate to join its growing Private Client Services Practice Group. Ideal candidate should have at least 2-4 years of law firm experience in trust and estates and experience working with high net worth individuals... 
    Suggested
    Private practice
    Work at office

    Duane Morris

    New York, NY
    3 days ago
  • $100k - $115k

     ...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and...  ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment... 
    Suggested
    Permanent employment
    Work at office
    Local area

    Hightower Advisors

    New York, NY
    2 days ago
  • $245k - $330k

    Private Client Services Associate AttorneyLocation: New York, NYHYBRID work environment availableOur client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional... 
    Suggested
    Private practice
    Work at office

    Client Growth Resources

    New York, NY
    4 days ago
  • $365k - $420k

     ...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for...  ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in... 
    Suggested
    Full time

    Perkins Coie

    New York, NY
    2 days ago
  • $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 work
    Work at office
    Remote work
    Home office
    Night shift

    Aplaro Ltd

    New York, NY
    3 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... 
    Work at office
    Local area

    PowerToFly

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

    Stifel Financial

    New York, NY
    17 hours ago
  • $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 400-year... 
    Full time
    Work at office
    Local area
    Remote work
    Work from home
    Worldwide

    Smbc Global Foundation Inc

    New York, NY
    1 day ago
  • $20 per hour

     ...About The Role As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee and... 
    Temporary work
    Work experience placement

    SPS

    New York, NY
    3 days ago
  • $16.54 - $22.67 per hour

     ...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping...  ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional... 
    Hourly pay
    Local area

    TBK Bank, SSB

    New York, NY
    3 days ago
  • $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 office
    Monday to Friday

    Blue Coral Staffing Corp.

    New York, NY
    2 days ago
  • $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... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    1 day ago
  •  ...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 time
    Work at office

    Merrill Lynch

    New York, NY
    2 days ago
  •  ...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... 

    Aumni

    New York, NY
    3 days ago
  • $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... 

    Daley and Associates

    New York, NY
    2 days ago
  •  ...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... 

    Citizens Bank

    New York, NY
    4 days 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
    2 days ago
  • ## 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... 
    Internship
    Local area

    TransPerfect

    New York, NY
    17 hours ago
  • $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 time
    Work at office

    Seamless Talent LLC

    New York, NY
    3 days ago
  •  ...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... 

    ApTask

    New York, NY
    2 days ago
  •  ...Our client an independent investment management firm is hiring for a Customer Services Associate to join their team in either their NYC or Seattle, WA office. This is an initial 6-month contract hybrid opportunity. As their Customer Service Associate you will be supporting... 
    Contract work
    Work at office

    Motion Recruitment

    New York, NY
    17 hours ago
  • $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 office
    Remote work

    The TCW Group

    New York, NY
    3 days ago
  • $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 work
    Work at office
    Remote work
    Home office
    Night shift

    711 MS Smith Barney, LLC

    New York, NY
    17 hours 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... 
    Temporary work
    Local area
    Flexible hours

    Capital Group

    New York, NY
    17 hours 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 move... 

    Titan

    New York, NY
    2 days ago
  • $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 pay
    Full time
    Work at office

    Red Shift

    New York, NY
    2 days ago
  • $67k - $80k

     ...management firm based in New York City, with clients nationwide. We offer relationship-based...  ...financial advice and investment services to the LGBTQ+ community. A lot has changed...  ...core to who we are. As a Client Service Associate (CSA) at Christopher Street Financial,... 
    Work experience placement
    Work at office

    Kestra Holdings

    New York, NY
    2 days ago
  •  ...A leading primary research platform is seeking an Associate to join their Client Services team in New York. In this front-line role, you will manage expert engagements, influence client outcomes, and navigate tight timelines in a dynamic environment. The ideal candidate... 
    Internship

    Capvision

    New York, NY
    2 days 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
    3 days ago

Do you want to receive more vacancies?

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