Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate

Axelon

Axelon Services Corporation - - Responsibilities: Assist in the coordination of client transitions activity (onboarding, off boarding) in close partnership with relevant business partners; Coordinate the maintenance activities (amendments to account name, fee schedules, benchmarks, client agreements, etc.); Assist team members to ensure ongoing client contractual obligations are being met; Fulfill ad-hoc client inquiries and requests; Assist in preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients

Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate in New York, NY vacancy
  • $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... 
    Suggested
    Permanent employment
    Work at office
    Local area

    Hightower Advisors

    New York, NY
    1 day ago
  • $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... 
    Suggested
    Full time

    Perkins Coie

    New York, NY
    1 day ago
  • $95k - $125k

     ...Company overview Nomura is a global financial services group with an integrated network...  ...of disciplined entrepreneurship, serving clients with creative solutions and considered thought...  ...Opportunity Employer Seniority level Associate Employment type Full‑time Job function... 
    Suggested
    Full time
    Relocation package
    Flexible hours

    Nomura

    New York, NY
    1 day ago
  • $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... 
    Suggested
    Work at office
    Immediate start
    Flexible hours

    Stifel Financial

    New York, NY
    1 day ago
  • $51k - $60k

     ...individual disability insurance benefits for large corporate clients.Position Summary: The Billing Associate position is an integral part of a five-person team....  ....QualificationsExperience with client/customer service, preferably in a corporate setting.Attention to detail... 
    Suggested
    Full time
    Remote work
    Monday to Friday
    3 days per week

    Aon

    New York, NY
    1 day ago
  • $20 per hour

     ...Client Services Associate Reports To: Client Services Leadership About the Role: 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... 
    Temporary work
    Work experience placement

    SPS North America Inc

    New York, NY
    2 days ago
  • $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 work
    Work at office
    Remote work
    Home office
    Night shift

    Aplaro Ltd

    New York, NY
    2 days ago
  • $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 time
    Work at office
    Local area
    Remote work
    Work from home
    Worldwide

    Smbc Global Foundation Inc

    New York, NY
    16 hours ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley... 
    Work at office

    Vodia Ventures

    New York, NY
    2 days ago
  • $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 work
    Summer work
    Casual work
    Internship
    Work at office
    Worldwide
    Flexible hours

    Guidepoint

    New York, NY
    10 hours ago
  •  ...A leading primary research platform is seeking an Associate to join their Client Services team in New York. In this front-line role, you will manage expert engagements, influence client outcomes, and navigate tight timelines in a dynamic environment. The ideal candidate... 
    Internship

    Capvision

    New York, NY
    1 day ago
  • $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... 

    Daley and Associates

    New York, NY
    1 day ago
  •  ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking... 
    Remote work
    Flexible hours

    HB Travels

    New York, NY
    4 days ago
  • $35.36k - $90k

     ...Client Service AssociateClient 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 work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    1 day ago
  • $45k - $50k

     ...Join Us Live for a Discussion on Medicare, Democracy, and the Future of Health Care Client Services Associate: Bilingual Spanish and English New York, NY (Hybrid Remote and In-person) The Medicare Rights Center ( ) is a national, nonprofit consumer service organization... 
    Full time
    Remote work

    Medicare Rights Center

    New York, NY
    1 day ago
  •  ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and...  ...New York and our affiliate offices around the globe. Client Service Associate – New York, NY Responsibilities Responding to daily investor... 
    Permanent employment
    Local area
    Worldwide

    FIG US FIG LLC

    New York, NY
    3 days ago
  •  ...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 time
    Work at office
    Monday to Friday

    Lympha Press

    New York, NY
    1 day ago
  •  ...Goldman Sachs is seeking an Associate in New York, focused on onboarding new Equities and Fixed Income clients. You will coordinate onboarding configurations, engage with...  .... The role emphasizes collaboration, client service excellence, and a strong understanding of both... 

    Goldman Sachs Group, Inc.

    New York, NY
    1 day ago
  • $32k - $90k

     ...Registered Client Service Associate Registered 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... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Northfield, NJ
    8 hours ago
  •  ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills... 
    Work at office

    Oppenheimer & Co.

    New York, NY
    3 days ago
  •  ...Third Bridge Group is seeking an Associate, Client Services in New York to accelerate your career in a fast-paced, commercial role. You will find, call, and engage industry experts to deliver critical client insights under tight deadlines, building a strong commercial... 

    Third Bridge Group

    New York, NY
    1 day ago
  • $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... 

    Oppenheimer & Co.

    New York, NY
    2 days ago
  • $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 work
    Work at office
    Local area

    Socket

    New York, NY
    16 hours ago
  •  ...Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,... 

    Aplaro Ltd

    New York, NY
    10 hours ago
  • $35.36k - $90k

     ...POSITION SUMMARY  Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    2 days ago
  • $70k

     ...Client Service Healthcare Associate (December 2026 Graduates)New York, New York, United StatesGuidepoint'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 work
    Summer work
    Internship
    Work at office
    Worldwide
    Flexible hours

    Guidepoint

    New York, NY
    10 hours ago
  • $77k - $102k

     ...Associate Role At Third Bridge Third Bridge is a leading global research firm established...  ...topics. For nearly 20 years, we've helped clients access knowledge on demand from experts,...  ...a career launchpad. As a Client Services Associate, you'll develop the commercial... 
    Work experience placement
    Internship
    Worldwide
    Flexible hours

    Hackajob

    New York, NY
    4 days ago
  •  ...UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials. You will gather... 

    UBS

    New York, NY
    3 days ago
  • $96k - $127k

     ...A global insights firm in New York is looking for a Client Services Associate to enhance their career in a fast-paced role. You'll engage experts, manage client needs, and participate in a dynamic work culture. With a combined salary of $96,000–$127,000, including a base... 

    Third Bridge Group

    New York, NY
    1 day ago
  • $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

    Gainor Staffing

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!