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
$80k - $85k
...Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client... ...Banking Benefits Medical insurance Vision insurance 401(k) Location New York City Metropolitan Area (Manhattan, NY) #J-18808-Ljbffr...SuggestedFull timeWork at office$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$19 - $20 per hour
...Client Service Associate New York, United States Position Summary The Client Services Associate is responsible for delivering exceptional customer... ...environment. Perform routine inspections of assigned areas and identify service issues or opportunities for improvement...SuggestedFull timeTemporary workPart timeWork at officeImmediate startFlexible hours$61.28k - $85.52k
...Client Services Associate The Client Services Associate is a developing professional role. This role identifies policy and applies specialty... ...Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices....SuggestedFull timeWork at office$310k - $420k
...Private Client Services Associate Hughes Hubbard is looking for an associate with 4+ years of experience to join our Private Client Services practice... ...candidate has trusts and estates experience at a large NYC firm with a Private Client Services practice comparable to...SuggestedPrivate practice$17 - $18 per hour
...Client Service Associate Floater New York, New York, United States The Concierge Associate is the initial point of contact for colleagues... ...delivering an incredible welcoming experience in our reception area making each encounter fun, exciting and personal. They...Full timeTemporary workPart timeWork experience placementImmediate start$66.5k - $80k
...companies, major agencies, trade associations, nonprofits, and governments... ...American adult and enable clients to deliver content directly to... ...them. We are hiring a Client Services Associate in our New York... ...candidates located in the New York City area. #J-18808-Ljbffr ApplecartWork at officeWork from homeMonday to Friday$82.5k
...next generation of analytics services professionals through our Analytics... .... It is also not a back‑end technical programming position. The... .... 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 area$90k - $110k
Client Service Associate Robertson Stephens Wealth Management (RSWM) is a national wealth management firm with locations in San Francisco, Marin... ...client service Serve as a key liaison to other operational areas supporting the Business, especially marketing. Ensuring...Work at office$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$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- ...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...
$67k - $75k
**Position Summary:** The Cerity Partners Family Office isseekinga driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals...Work at officeLocal areaFlexible hours$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...- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast...
$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- ...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...
$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...Full timeWork at officeLocal areaRemote workWork from homeWorldwide- Description Summary Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement... ...Develop and refine practice standards for the area of Client Service, working with the team to create and define...Work at officeRemote workWork from homeFlexible hours
$100k - $120k
...manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real... ...Bachelor’s degree with at least 4 years of financial services experience – fund administration, fund operations, or fund accounting...Permanent employmentLocal areaWorldwide- ...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
- ...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...
$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 workSummer workCasual workInternshipWork at officeFlexible hours$39k - $43k
...Client Service Associate NextShining. is a leading recruitment and staffing agency dedicated to connecting top talent with the right opportunities. We specialize in providing customized workforce solutions that help businesses grow and professionals advance their careers...Full time$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 wageWork at officeLocal areaNight shift$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- ...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...Work experience placement
$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at office- ...Client Services Associate We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You'll help coordinate...
$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
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