Client Service Associate
$22 - $25 per hourredShift
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 is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. This role blends administrative support with client-facing responsibilities and offers strong training, professional development, and long-term growth opportunities.
The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations. While this role may be based near the front of the office, it is not a receptionist position and involves meaningful operational and client support work.
Key Responsibilities
- Provide administrative and client service support to wealth management professionals
- Greet clients and visitors in a professional, welcoming manner
- Prepare, review, and process documentation with a high level of accuracy
- Manage emails, scheduling, and internal coordination for assigned teams
- Support data entry, reporting, and document management using financial systems
- Assist with ongoing client service requests and follow-up activities
- Learn and utilize financial software platforms; training provided
- Support day-to-day office operations as needed
$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...SuggestedPermanent employmentWork at officeLocal area$365k - $420k
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...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...SuggestedWork at officeLocal areaRemote workWork from homeWorldwide- ...True North Insights, a global expert network, seeks an Associate in New York to help manage engagements from start to finish and deliver strategic insights. You will coordinate with subject matter experts to ensure projects produce clear, actionable outputs, supporting...SuggestedWorldwide
- ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real... ...in New York and our affiliate offices around the globe.Client Service AssociateNew York, NYResponsibilitiesResponding to daily...SuggestedPermanent employmentLocal areaWorldwide
- ...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$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$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$51k - $60k
...Billing Associate NFP, an Aon company, and Covala Group are organizations of consultative... ...insurance benefits for large corporate clients. Position Summary: The Billing... ...Qualifications Experience with client/customer service, preferably in a corporate setting....Full timeRemote workMonday to Friday3 days per week- ...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
$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- ...Client Service Equity Swap Associate II Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial...
$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$18 per hour
...Client Service Associate- Mailroom New York, New York, United States As a member of the Mailroom team, you will be responsible for a variety of essential Mail Center activities, including sorting, metering, and delivery of mail. Your role will encompass both inbound...Full timeTemporary workPart timeImmediate start- ...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...
$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$45k - $50k
A nonprofit consumer service organization in New York is seeking a full-time bilingual Client Services Associate to provide Medicare counseling through helplines and community outreach. The role involves answering questions about Medicare, assisting with benefits enrollment...Full time- Altium Wealth Management in Harrison, NY is seeking a Junior Client Service & Relations Associate to join our Client Service team. The role requires in-office presence Monday-Friday to support client meetings and service delivery. We offer comprehensive benefits including...Work at officeMonday to Friday
$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate (Midtown East, New York) role at Oppenheimer & Co. Inc. Registered Client Service Associate (Midtown East, New York) 1 week ago Be among the first 25...Full timeLocal area- ...operational excellence Mission-driven healthcare organization improving patient outcomes through DME solutions ROLE SUMMARY The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and...Full timeWork at officeMonday to Friday
$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- ...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 AssociateApplylocations: US-New York, NY (1250 Broadway)time type: Full timeposted on: Posted Todayjob requisition id:... ...website at You Will Be DoingThe position of the Client Services Associate is responsible for serving as the first level of support to...InternshipLocal area
$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office- Client Service Associate - Argentina and Colombia ONLY - Remote Job Openings Client Service Associate - Argentina and Colombia ONLY - Remote About the job Client Service Associate - Argentina and Colombia ONLY - Remote This position is great for anyone experienced working...Remote jobLive inWork at office
- 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...
- Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the account. Experience...Full timeWork at office
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