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$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$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- ...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
$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...SuggestedFull timeLocal area$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$82.5k
...next generation of analytics services professionals through our Analytics... .... It is also not a back-end technical programming position. This... .... Consult Directly with Clients: Serve as a strategic... ...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$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$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$53.9k - $80.7k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (registered) assists one or more financial advisor...Work at officeImmediate startFlexible hours$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
...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 engaging and utilizing the full capabilities...Temporary workWork at officeLocal area$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$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$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
...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...Minimum wageWork at officeLocal areaNight shift$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 Services Associate TransPerfect is more than just a job Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards...
$70k - $80k
...Institutional Asset Management and Custody Support 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$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$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...$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 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
$70k
...Client Service 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 decisions...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and...
- 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...
$80k - $100k
Work from Home Client Services Associate (Life & Health) Miller Family Agency aims to provide our sales force with innovative marketing and lead programs while offering high-quality insurance products and services to our clients. Job Summary: This is a work-from-home position...Full timePart timeWork from homeFlexible hours$20 per hour
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 guest experiences...Temporary workWork experience placement
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