Client Associate
$50k - $60kBNB Bank
Client Associate Dime Commercial Bank (Dime) is currently hiring for a Client Associate for one of its Private Banking teams at one of our corporate offices in Midtown Manhattan. The Client Associate is responsible for opening, closing, selling, and servicing all of the bank's deposit, commercial and consumer loan products to new and existing customers in the Private Banking Group Directors' portfolio. The role is also responsible for contributing to the goals of the Private Banking Group Directors through needs-based selling. Salary commensurate with experience, ranging from $50,000 to $60,000 annually. The exact compensation may vary based on relevant experience, skills, education, training, licensure and certifications, and location. All applicants must attach a recent resume. This is an in-office role. Responsibilities: Open, close, sell, and service all of the bank's deposit, commercial and consumer loan products. Possess current, in-depth knowledge of the bank's products and services and employ this knowledge to provide appropriate solutions to customers' financial needs. Support the new business development efforts of the Group Directors through office sales, phone contact with customers/prospects, and direct mail campaigns/follow-up. May also engage in outside calling and networking activities. Perform New Account and File Maintenance Reviews to ensure the accuracy and integrity of data for SOX 404 purposes. Possess thorough knowledge and ability to properly execute regulatory and compliance requirements. Current knowledge of regulatory requirements, including but not limited to, BSA, Reg CC, Reg DD, Reg E. Receive and investigate customer inquiries in a confidential and timely manner. Make decisions within their realm of authority (i.e., overdrafts, overrides, signature guarantees, staffing) in lieu of management when appropriate. Review, submit, process, and close commercial and consumer loan requests. Screen and respond to routine external correspondence and incoming calls. Prepare memos, thank you notes, follow-up letters, forms, and legal documents. Adhere to all Bank policies and procedures. Follow instructions for any other duties as assigned. Qualifications: High School Diploma or equivalent and/or minimum two years' retail banking experience. Exemplary professionalism and customer service skills. Must be resourceful and flexible. Meet criteria for satisfactory credit history. Strong Microsoft Office knowledge (previous spreadsheet use key). Director experience or similar archival tool. Strong Fiserv experience. Transaction research and working knowledge of regulations impacted by this function through various resources. Must comply with all state and federal regulations. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
- ...Job Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To Perm Location: Onsite, Can be in Chicago or NYC (hybrid basis) Position Summary : Client X is seeking an exceptional candidate to join its Investment...SuggestedPermanent employmentContract workWork experience placementWork at office
- ...A leading client experience firm in the United States is seeking a passionate Client Success Specialist to join their dynamic team. The role focuses on building strong client relationships and ensuring the successful delivery of solutions tailored to client needs. Ideal...Suggested
$58k - $85k
...first national smart space installation and services company, were growing fast and are seeking a Business Development & Client Experience Associate in our New York, New York branch who will be responsible for generating outside sales within the high-end residential,...SuggestedVisa sponsorshipWork visa- ...A dynamic consulting firm is looking for a Remote Account Associate to join their team. In this role, you'll be the initial contact for clients seeking financial solutions, helping them achieve their goals. Responsibilities include communicating with clients, recommending...SuggestedRemote workFlexible hours
$70k - $76k
## Client Solutions Associate - New York, NY (October 2026)Applylocations: New York, NY, USAtime type: Full timeposted on: Posted Todayjob requisition id: R29707FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide...SuggestedWork at officeWorldwideFlexible hours$260k - $390k
22nd May, 2026 Tempting Recruitment are working alongside our client, a international law firm, who are looking to recruit an experienced Associate to join their Private Client team based in New York. JOB DETAILS PAY RATE: $260,000 - $390,000...Permanent employmentFull time- ...Merrill Wealth Management is looking for a dedicated client service support professional to assist Financial Advisors and enhance client relationships. The successful candidate will ensure accuracy in client documentation and provide exceptional service while aligning...Work at office
$16 per hour
...together, whether they're across a table or across the world. Work is what we do, not where we do it. We are looking for a Client Experience Associate to join our team! Please see below for more information: Your Role Please watch: A Day in the Life of a Client Experience...Work at officeRemote workWork from homeShift work$80k - $135k
...Goldman Sachs Bank AG is seeking an Associate for the Equities Client Integration team in New York. This role involves working with various operations teams to onboard clients accurately and ensure a seamless client experience. Candidates should have experience with equities...$16 per hour
...A remote work solutions provider is seeking a Client Experience Associate to join its team. In this role, you will handle customer calls, capture leads, and provide exceptional service while working from home. Candidates must be fluent in both English and Spanish and demonstrate...Remote workWork from home$100k - $105k
...Position Summary Guggenheim Investments seeks a self-motivated individual to join its Client Invoicing team. Reporting to the Head of Client Invoicing, this role supports the Investment Management business for US and globally based clients and is responsible for...Work at office$95k - $125k
...Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit Department overview CSG (...Relocation packageFlexible hours- ...Globe Life AO is seeking motivated individuals for the fully remote position of Client Relations Associate. This entry-level role involves maintaining client records, assisting with onboarding, and supporting project coordination. Ideal candidates should have strong organizational...Remote work
- ...to help shape the future of investment technology. This is not a traditional client support role focused on scripted responses or ticket routing. Our Client Solutions / Support Associates work directly with sophisticated investment firms to help resolve analytical...Remote work
$55k - $60k
...dna Comms in New York is searching for a proactive Associate to support their largest accounts in integrated marketing campaigns. This role involves client engagement, project coordination, and developing digital media briefs. The ideal candidate will have a Bachelor’...- ...Client Onboarding Associate (Treasury and Cash Management) Position Summary Client Onboarding Associates own the day-to-day execution of client onboarding for Treasury and Cash Management, advancing requests with speed, precision, and follow-through. This role requires...Work experience placementWork at officeShift work
$100k - $115k
...Position Summary The Client Reporting Specialist is primarily responsible for ensuring the accuracy and timely delivery of private and public fund reporting. While this role involves the production of standard and custom reports, the primary focus is on monitoring...$60k - $70k
...About the Role We're looking for a Client Success Associate (CSA) to join our growing Client Success team. This role is ideal for someone early in their client success career, eager to learn, and excited to work with global brands. You'll partner closely with...Work at office- ...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeShift workDay shift
$75k - $80k
...fixture is made in New York, by hand, to an exacting standard. We are a small company growing quickly - and how we take care of our clients is central to everything we build. We're looking for someone who is genuinely good with people. Not a specific resume. Not prior...$16 per hour
...A leading remote work company is seeking a Client Experience Associate to manage customer calls and engagement. This role emphasizes excellent communication, customer service, and efficiency in a friendly atmosphere. Ideal candidates are dependable, eager to learn, and...Remote work- ...Kimon Services is looking for an Assistant Customer Success Manager to ensure clients achieve their goals. Responsibilities include overseeing client onboarding, maintaining relationships, and addressing client needs promptly. This role requires an MBA or Bachelor's in...
$19 - $20.67 per hour
...Genex Services, LLC is seeking a Client Program Specialist 1 in the United States. This entry-level position focuses on client support through effective communication and operational execution. The role requires attention to detail, organizational skills, and proficiency...Hourly pay- ...Overview Are you driven by the desire to deliver exceptional client experiences and thrive in a dynamic environment? INFUSE is seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our...Remote work
$2,000 per month
...employees, and reshaping how healthcare works for millions of Americans. About This Role & Why It Matters We’re hiring a Large Group Client Associate to join our Client Success team. This role is designed for a polished, detail‑oriented benefits professional who is ready to...Temporary workRemote workHome officeFlexible hours$80k - $100k
...Position Overview Neuberger Wealth is a direct-to-client wealth and investment management business. The Client Associate/Senior Client Associate provides dedicated operational and administrative support to a globally focused Wealth Advisor team, focusing on private equity...Work at officeLocal area- ...MaziCTools is seeking a dedicated Client Success Representative to provide a stellar experience for our small business advertisers. You will play a key role in supporting and advising our advertisers post-sale, ensuring they receive the top-notch service they expect....Remote work
- ...A financial solutions company is seeking a Remote Account Associate to assist clients in exploring financial options. The role involves outreach to new clients, understanding their financial goals, and presenting tailored solutions. The ideal candidate should possess strong...Remote workFlexible hours
- ...Remote Account Associate Nuvant is seeking Account Associates to join our growing team. In this role, you’ll be the first point of contact... ...financial solutions. You’ll work closely with prospective clients to understand their goals, answer questions, and match them with...Remote workFlexible hours
$61.07k - $107.49k
...Flagstar Bank is looking for an Associate Relationship Manager in New York, NY. This role focuses on building and maintaining strong client relationships while providing the highest level of customer service. Responsibilities include responding to inquiries, supporting...
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