Business Development Client Experience Associate
Daisy - New York City
Business Development & Client Experience Associate – Luxury Residential Technology Location: New York, New York. The role involves generating outside sales within high-end residential, commercial, restaurant, hospitality, multi‑dwelling, and direct‑to‑consumer markets. What You’ll Do Develop and maintain relationships with clients, referral partners, and trade professionals. Identify and pursue new business opportunities through outreach, networking, and referrals. Represent the brand in a polished, professional manner. Act as a key point of contact throughout the project lifecycle. Ensure proactive communication and build trust with high‑expectation clients. Partner with Senior Account Executives, assist with proposals and presentations, and translate client needs into solutions. Collaborate with project managers and design teams, conduct site visits, and track changes and documentation. Maintain CRM accuracy, provide pipeline updates, and support marketing and outreach. Who This Role Is Perfect For Residential AV / Smart Home / Automation professionals Luxury real estate or estate management professionals Interior designers or high‑end home furnishing specialists Architectural lighting experts (e.g., Lutron, Ketra) Private services, concierge, or lifestyle management professionals High‑end retail or client‑facing luxury services professionals Qualifications 3+ years client‑facing experience in residential luxury goods & services. Strong communication skills. High organization and attention to detail. Bonus qualifications (optional): AV or smart home experience. Familiarity with Lutron, Crestron, Savant. Project coordination exposure. CRM experience (Microsoft Dynamics a plus). Compensation & Benefits Generous compensation, including commission. Bonus based on branch performance. Equity options. Medical, vision, and dental insurance.
401K.
Paid Time Off. Opportunity to shape a key service offering in a rapidly growing company. Collaborative and innovative work culture. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law. #J-18808-Ljbffr Daisy - New York City- Daisy - New York City is seeking a Business Development & Client Experience Associate in New York. The role focuses on generating sales in high-end residential and luxury services. Candidates should have over 3 years of client-facing experience, strong communication skills...Suggested
$42.6k - $58.2k
...are all united in delivering the best experience for our customers. We work together... ...contribute to the company’s success. As a Client Experience Associate within PNC’s Retail organization, you... ...as primary considerations in all business decisions and able to leverage that information...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...The Client Experience Associate (CXA) is the hospitality and service leader for a designated market of studios (typically 3 to 5 locations). The CXA ensures the client journey is flawless, consistent, and aligned with premium brand standards. As a visible, field-based...SuggestedInterim roleRemote workDay shift
$40.5k - $67.5k
...are all united in delivering the best experience for our customers. We work together... ...contribute to the company’s success. As a Client Experience Associate within PNC's Retail organization, you... ...with payment based upon company, business and/or individual performance. Benefits...SuggestedTemporary workWork experience placementWork at officeShift work$19 - $21 per hour
...Job Description CSA TS Client Services About the Role: As a Client Services Associate (CSA) in the Technical Support... ...Provide a consistent and quality experience in satisfying client demands... ...Respond accordingly, as per business processes and operational...SuggestedWork at office$16 per hour
Anywhereworks is looking for a Client Experience Associate to handle customer inquiries and manage appointments from home. This role requires fluency in both English and Spanish while demonstrating excellent communication and customer service skills. Candidates should be...Remote job$45k - $65k
Medium is inviting applications for the role of Remote Customer Experience Associate. This position is fully remote and focuses on ensuring smooth client communication, scheduling, and coordination for various events and experiences. The ideal candidate should have strong...Remote job$98.96k - $148.44k
...seamless and differentiated experience in partnership with sales teams... ...to achieve overall business objectives. This individual... ...pivotal role impacting the client experience. This role requires... ...and supports the training and development of peers. Assesses and escalates...Full time- Your role Deliver a best-in-class client experience. Elevate the team’s brand. Make the partners more effective. This role sits at the intersection... ...partners with fast‑turn requests Brand and marketing development Exposure to marketing coordination, events, or social media...Full timeWork at officeFlexible hours
- ...firm located in New York is seeking a Business Manager - Client & Product to support corporate... ...client data, and assisting in business development initiatives. The ideal candidate holds... ...degree and has up to three years of experience in financial services. Strong...
- ...- Tone) in Hoboken is hiring for a part-time position in their Client Services Team. This role involves providing exceptional client/... ...able to work flexible hours, and effectively engage with clients. Experience with Mariana Tek software is a plus. SLT promotes a diverse...Part timeFlexible hours
- ...New York is looking for a Quality and Planning Integration Associate to ensure adherence to service standards and facilitate colleague... ...and practices for optimal service delivery, emphasizing client experience. The ideal candidate will have over 5 years of experience in...
- A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have a...Full time
- ...Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills...
$48.3k - $72.5k
...the planet we all share. As our Client Experience Associate, you’ll help new and current Wealth... ...this role: Bachelor’s degree in business, accounting, related field or... ...have access to tailored professional development opportunities to ensure you have the...Work at officeFlexible hours- ...shapes product outcomes and the experiences of the customers we serve.... ...a Senior Customer Success Associate in Connected Commerce on the... ...Lending team, you support our clients throughout their journeys... ...America's households and small businesses achieve their financial...Work visa
- ...Management is one of the largest businesses of its kind in the world... ...and Wealth Management Client Associates help clients pursue the life... ...collaboration, engagement, and career development. Our approach includes... ...of different skills and experiences that individuals bring from...Seasonal workWork at officeWork from homeShift workDay shift
- ...Management is one of the largest businesses of its kind in the world... ...and Wealth Management Client Associates help clients pursue the life... ...collaboration, engagement, and career development. Our approach includes... ...of different skills and experiences that individuals bring from...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Management is one of the largest businesses of its kind in the world... ...and Wealth Management Client Associates help clients pursue the life... ...collaboration, engagement, and career development. Our approach includes... ...of different skills and experiences that individuals bring from...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$80k - $100k
...The Client Associate is a client-facing role supporting the Quality Equity Group’s mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of contact... ...seamless and rewarding client experience. Primary Responsibilities:...Local areaShift work$55k - $75k
...keep management systems up-to-date with client information educate clients on account services... ...Qualifications ideally 1-3 years of experience in client service, within the finance... ...degree preferred, focusing on finance, business administration, or related field excellent...Full timeWork at office$80k - $110k
...outperformance for sophisticated clients via our Systematic,... ...2026 To provide associate level support for the... ..., including annual business plans and monthly/... ...degree and 2+ years of experience in a sales, investor relations... ...through professional development, and with flexible...Local areaFlexible hours$55k - $90k
...financial advisors and our clients. As a Client Associate/Registered Client... ...advisors manage and grow their business. Demonstrate a client first... ...us. We offer training, development and learning resources so... ...'s degree or job-related experience Strong soft skills including...Full timeFlexible hours$75k - $80k
...growing quickly - and how we take care of our clients is central to everything we build. We... ...a specific resume. Not prior industry experience. The right instincts, and the drive to... .... ~ Proficiency with standard business tools. We use Wrike and NetSuite. We'll...$125k - $150k
...trust administration, probate proceedings, fiduciary matters, and client communication. The ideal candidate will have the ability to... ...working collaboratively with attorneys and professional staff. Experience with estate planning documents, fiduciary income tax matters, and...Flexible hours$70k - $90k
...Firm oversees $212 billion in client assets as of April 30, 2026.... ...Rockefeller Global Family Office business unit is seeking a motivated... ...its growing team as a Client Associate. The Client Associate will... ...2 years prior client service experience within financial industry, or...Work at officeLocal area$55k - $90k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management... ...manage and grow their business. Demonstrate a client first... ...to us. We offer training, development and learning resources so you... ...'s degree or job-related experience Strong soft skills including...Full timeFlexible hours- ...Client Relationship Associate Reports to: Relationship Manager(s) Status: Exempt As a Client Relationship Associate Apollon Wealth Management,... ...other team members to provide a seamless and exceptional experience. Ensure all activities and processes conform to regulatory...Work at office
- ...Join our dynamic team as a Client Service Delivery Associate I and become a vital part... ...to elevate client experiences. As a Client Service Delivery... .... Participate in the development and implementation of... ...technologies that impact business operations. Preferred...
- ...Registered Wealth Management Client Associate NEW YORK, New York To... ...is one of the largest businesses of its kind in the world specializing... ..., engagement, and career development. Our approach includes... ...array of different skills and experiences that individuals bring from...Seasonal workWork at officeWork from homeShift workDay shift
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