Senior Client Service Associate
$95k - $115kOSTTRA Group
Posted Tuesday, March 10, 2026 at 4:00 AM 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 application and technical support for our Global client base. The ideal candidate will possess strong client focus, excellent communication and organizational skills, and demonstrate advanced expertise in their field. The role requires working directly with OSTTRA customers as well as internal projects, onboarding, and development teams. This is a client-facing role; as such, the ideal candidate works well under pressure while keeping client needs paramount. The primary purpose of this role is to contribute as a senior member of the support team in New York, align with the global approach, optimize processes, and help deliver top level support to our clients. Key Responsibilities Act as a primary point of contact for key clients, building and maintaining strong relationships. Monitor Salesforce queues to ensure all cases are addressed promptly and professionally. Troubleshoot and resolve complex client issues, ensuring high levels of client satisfaction. Develop an in-depth understanding of the fintech platform, products, and services. Align with global strategies and contribute to a unified client service approach. Identify and recommend process enhancements to improve client experience and operational efficiency. Analyze client service metrics to identify trends and opportunities for improvement. Serve as a resource for junior team members, offering guidance and expertise. Collaborate with internal teams to ensure timely and efficient problem resolution. Participate in and contribute to special projects, pilots, or initiatives aimed at enhancing client services. Qualifications 7-10 Years Experience in Financial technology services and/or banking BA/BS in Business, Finance, Economics or Computer Science preferred Excellent communications skills and experience dealing with clients at various levels. Knowledge of trade life cycles with middle and back office experience Experience working with OSTTRA services (Traiana FX Harmony) or other FX related post trade-processing platforms Ability to work under pressure to resolve client issues including those which are novel to the team A proven track record in managing multiple stakeholders, often at the senior leadership level, both internally and client-facing Hands on technical experience utilising database tools and an understanding of common transport protocols including MQ, Email, FTP and SFTP. Experience working in Windows, Unix, and Linux environments and proficiency using MS Office suite. Ability to work flexible hours / shifts. Ability to work both independently and within a team to follow through on issues from beginning to end. Location: New York, USA Salary Range: 95,000 - 115,000 USD annual gross salary #J-18808-Ljbffr OSTTRA Group
$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...SeniorPermanent employmentWork at officeLocal area$80k - $95k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...SeniorWork experience placementWork at office$90k - $110k
Neuberger, located in New York, NY, seeks a Senior Client Associate to provide operational support for their Wealth Advisor Team, managing over $2 billion in assets. Responsibilities include client service, investment assistance, and team leadership. Ideal candidates have...Senior- Step into the role of Senior Associate, Client Servicing Communications, where you will shape and elevate how we communicate with clients across key servicing touchpoints. You will play a critical role in advancing scalable, compliant, and client-centered communications...Senior
$90k - $120k
...Job Description Job Description Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution...SeniorWork at office- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to... ...in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...SeniorWeekend workAfternoon shift
- ...empowers you to drive change. Here, your contributions matter, and your growth is our priority. Job Summary As a Senior Associate in Client Delivery Services within Securities Operations, you will play a pivotal role in delivering exceptional client service and driving...SeniorWork at office
- ...Job Description Job Description Job Title: Client Services & Business Development Associate – IT Workforce Solutions Location: Central New Jersey (Onsite) Position Overview We are looking for a highly motivated and relationship-driven professional to join...
$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$23 per hour
...Client Services Associates / Collectors Concierges We're looking for Client Services Associates / Collectors Concierges to join our Customer Experience team to provide world class customer experience to our customers around the world. This role will work directly with...Hourly payFull timeWork at officeFlexible hoursShift work- ...Client Services Team Member Proxymity is a pioneering investor communications platform. Our unique, cutting-edge solutions connect global listed companies with their shareholders, via their intermediaries, in real time. This creates a more efficient, accurate and transparent...
- Valitana LLC is seeking a Senior Associate in Client Services to join our team. The role requires delivering high-quality support to clients in the FinTech sector, leveraging expertise in Valitana's multi-asset class trade and portfolio management system. Applicants should...Senior
$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 neede d with this 24/7 company operation...Work at officeMonday to Friday$80k - $105k
...a diverse range of financial services, including banking, leasing,... ...institutional, and municipal clients. It connects a diverse client... ...of client service functions associated with supporting the strategic... ...management capabilities Assist senior team members with projects...Work at officeLocal areaRemote workWork from homeWorldwide$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$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- ...Client Service Associate 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...
$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Summary The Client...Hourly payContract workWork experience placementWork at office$34.32k - $90k
...Registered Client Service Associate Registered 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 through...Temporary workWork at officeLocal area$41.2k - $76.8k
...Client Service Associate, Business Insurance Our not-so-secret sauce. 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...Minimum wageWork at officeLocal areaNight shift$33.28k - $85k
Morgan Stanley Registered Client Service Associate Job Description 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...Temporary workWork at officeLocal area$28 - $30 per hour
...Employment Type: Contract Industry: Financial Services Job Number: 17477 Field of Expertise:... ...Work Schedule Job Description Our client, a leading independent investment management... ...seeking an experienced Client Service Associate for a 6+ month contract in either Seattle...Contract workRemote work- Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate start
- ...dynamic role where you’ll drive strategic projects and partner with senior leaders to solve critical business challenges in Asset Management. As a Management Associate supporting the Head of Client Service Asset Management - Americas, you will work with senior leaders and...Immediate start
$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate (Midtown East, New York... ...forms of compensation such as discretionary bonus Seniority level Seniority level Mid-Senior level Employment type Employment...Full timeLocal area$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates specialty knowledge in delivering wealth management services to clients while upholding compliance standards, risk assessment, and communication responsibilities. The...$55.3k - $76.08k
The Hispanic Alliance for Career Enhancement is seeking a client trading support representative who will act as the primary contact for... ...Bachelor's degree and at least 2+ years of financial customer service experience. We offer a competitive salary ranging from $55,300....- Kantar Group Limited in New York is seeking an Associate in Client Service for their media effectiveness team. You will optimize media campaigns and build client relationships to drive advertising effectiveness. The ideal candidate holds a bachelor’s degree, has experience...Work at office
$78.32k - $109.28k
Citigroup Inc. is hiring a Licensed Client Service Associate in New York. This role involves delivering wealth management services while demonstrating strong analytical and communication skills. Candidates must have 2-5 years of relevant experience and a Bachelor's degree...- Arthur J. Gallagher & Co. (AJG) is hiring a Branch Client Service Associate I in the United States. This role focuses on providing excellent service to clients by managing branch workflow and client support. Qualifications include a high school diploma with 1 year of experience...Work at officeFlexible hours
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