Technical Client Services Associate | NYC Metropolitan Area
$80k - $100kDaley And Associates, LLC
Technical Client Services Associate NYC Metropolitan Area | 50–75% Local Travel A high‑growth, innovation‑driven organization is building out its field‑facing talent and is seeking a top‑tier Technical Client Services Associate to take ownership of critical customer relationships and drive operational excellence in the field. This is not a routine service role. It’s a high‑impact, customer‑facing position for someone who thrives in dynamic environments, can operate autonomously, and brings both technical depth and a service mindset. You’ll be embedded in customer operations, influencing outcomes, solving complex problems, and directly contributing to revenue through service, upgrades, and parts solutions. Salary Range : $80,000.00 to $100,000.00 Responsibilities Lead on‑site engagements across warehouse and operational environments, diagnosing issues and driving immediate resolution Act as the face of technical expertise, advising stakeholders, influencing decisions, and elevating customer performance Identify and capture revenue opportunities through parts, upgrades, and service recommendations Deliver high‑quality training and ensure adoption of best practices across client teams Partner with internal engineering and support teams to influence product evolution based on real‑world insights Qualifications Technical degree (mechanical, electrical, industrial) or equivalent experience 2+ years in technical field service, sales engineering, or equipment training Proven track record in field service, technical consulting, or sales engineering with measurable impact Strong mechanical and systems intuition, especially within industrial or battery‑powered equipment Commercial mindset with the ability to identify opportunities beyond break/fix work Confident communicator who can command a room and build trust quickly Highly independent operator who performs at a high level with minimal oversight #J-18808-Ljbffr Daley And Associates, LLC
$51k - $60k
...Billing Associate NFP, an Aon company, and Covala Group are organizations... ...benefits for large corporate clients. Position Summary: The... ...employee will need to be in the NYC office for training up to... ...Experience with client/customer service, preferably in a corporate setting...SuggestedFull timeRemote workMonday to Friday3 days per week$35k - $85k
Join to apply for the Registered Client Service Associate role at Morgan Stanley 1 day ago Be among the first 25 applicants Join to apply... ...Operations Associate - Wealth Management Firm New York City Metropolitan Area 3 days ago Manhattan, NY $34,500.00-$125,000.00 4 days...SuggestedFull timeTemporary workWork at officeLocal area$80k - $85k
...Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client... ...Medical insurance Vision insurance 401(k) Location New York City Metropolitan Area (Manhattan, NY) #J-18808-Ljbffr Seamless TalentSuggestedFull timeWork at office- ...concentrated wealth management to help clients navigate the complexities of... ...Network. Role Description The Client Service Associate, Private Wealth Management is a full-... ...site role based in the New York City Metropolitan Area. This role supports wealth advisors in...SuggestedFull timeWork at office
$245k - $330k
...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... ...Recruiting Department at 215.979.1161. Practice Area: Private Client ServicesDate Posted: Jan 14, 2025Application...SuggestedPrivate practiceWork at office- ...Position Summary: Winged Keel Group’s Client Services department focuses on delivering best... ...The successful Client Services Senior Associate will use his or her knowledge of life insurance... ...fundamental skillset in the above areas from the outset. Candidate will have a...Weekend workAfternoon shift
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...service Serve as a key liaison to other operational areas supporting the Business, especially marketing. Ensuring...Work at office$16.54 - $22.67 per hour
...thrive on providing exceptional customer service, and we look for friendly... ...and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment... ...we strive to do the most good in the areas of greatest needs through our philanthropic...Hourly payLocal area$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate (Midtown East, New York... ...in order to assist clients Learn to utilize research and technical support tools Produce quality analytical reports using various...Full timeLocal area$82.5k
...next generation of analytics services professionals through our Analytics... .... It is also not a back-end technical programming position.... .... Consult Directly with Clients: Serve as a strategic advisor... ...45-60 minute commute of our NYC office (or plan to be by your...Full timeWork experience placementH1bWork at officeLocal areaImmediate start$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...Permanent employmentWork at officeLocal area$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...Private practiceWork at office$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...Full time$80k - $105k
...Cash Management Client Service - AssociateJob Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full TimeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year...Work at officeLocal areaRemote workWork from homeWorldwide$120k - $140k
...an experienced Director of Service to strategically lead and scale... ...excellence, increasing client retention, improving profitability... ...in the greater New York Metropolitan area, POM’s diverse client roster... ...sessions. Provide ongoing technical and customer service training...Contract workLocal area$80k - $125k
...York City and the surrounding areas. You will engage public agencies... ...sell a diverse portfolio of services and products from leading technology... ...and grow existing client revenues through cross-selling... ...to 30% may be required within NYC and surrounding regions (limited...Contract workLocal areaNight shift$55k
...a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the... ...in Mandarin Chinese to support our specific client base. The firm is seeking a Client Service Associate to join our Private Client Division in our Midtown...$70k - $80k
...Job Description Job Description Purpose of Position: To provide support to both our Client Service and Business Development teams in all aspects of Institutional Asset Management and Custody. This role will act as a liaison between both existing external relationships...Work experience placementWork at officeRemote workVisa sponsorshipWork visa$20 - $23 per hour
...a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work... ...Hanover Bank is looking for a full-time Client Service Associate. The Client Service Associate enhances the client experience...Hourly payFull timeTemporary workWork at officeRemote workFlexible hours$90k - $120k
...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, strong service delivery and...Full timeWork at office$41.2k - $76.8k
...Company: Description: 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...Minimum wageFull timeWork at officeLocal areaNight shift$35.36k - $90k
...Registered Client Service Associates (CSAs) 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...Temporary workWork at officeLocal area$45k - $65k
...Client Service Associate We are seeking a client service associate to support customers with travel coordination, reservation assistance, and overall service excellence. This fully remote role is ideal for individuals who enjoy working with people, staying organized...Remote jobFlexible hours$70k
...Client Service Associate 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 decisions. By understanding...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$80k - $100k
...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$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...Hourly payFull timeWork at office- ...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...
$34.32k - $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 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...Work at officeLocal areaNight shift
- ...Client Service Associate, Customer Service (Long-Term Care) Be part of the Financial Services Industry. ECLARO is looking for a Client Service Associate, Customer Service (Long-term Care) for our client in New York, NY. ECLARO's client is one of the largest Insurance...Work at office
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