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

Client Support Associate

Virtual Vocations Inc

Providing exceptional service and support to clients, the full-time remote Member Experience Associate will address inquiries, maintain accurate records in the client management system, and ensure compliance with regulatory requirements. Key responsibilities: Answer calls and schedule appointments while documenting client interactions Place outgoing calls to provide or obtain information and transfer calls as needed Participate in cross-training and communicate with team members to ensure efficient service delivery Required qualifications: High school diploma or equivalent 2-4 years of related experience Proficiency in MS Office and excellent computer skills Previous insurance or financial experience preferred, but willing to train the right candidate Virtual Vocations Inc

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Support Associate in New York, NY vacancy
  • Aurora Group is seeking a Client Support Associate to handle inbound communications across various messaging platforms. This role requires at least 2 years of client support experience and the ability to communicate fluently in both Portuguese and English. Responsibilities... 
    Suggested
    Remote job
    Flexible hours

    Aurora Group

    New York, NY
    2 days ago
  • J.P. Morgan Wealth Management is seeking a Private Client Investment Associate to provide client service, operational support, and administrative assistance to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and investment... 
    Suggested
    Full time

    Next Frontier Capital

    New York, NY
    5 days ago
  • $98k - $115k

     ...Fortune Best Workplaces NY (2020, 2021, 2022, 2023, 2024) About the Role:  Client Operations is the engine behind how Maven shows up for its clients throughout and post go-live. The Client Support Team focuses on resolving issues, evaluating custom requests, and... 
    Suggested
    Full time
    Contract work
    Work at office
    Immediate start
    Remote work
    Flexible hours
    3 days per week

    Maven Clinic

    New York, NY
    21 days ago
  • $80k - $100k

     ...impact of your work on the world. Our Client Success Team Noom’s Client Success...  ...health outcomes for their employees. We support clients throughout the full partnership...  ...We’re looking for a Client Success Associate to support Noom’s Employer partnerships.... 
    Suggested
    Summer work
    Summer holiday
    Work at office
    2 days per week

    Noom US

    New York, NY
    9 hours ago
  • $25 - $45 per hour

     ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    21 hours ago
  •  ...environments and engaging confidently with clients? If so, the Commercial Term Lending team...  ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where...  ..., tuition reimbursement, mental health support, financial coaching and more. Additional... 
    Work at office

    JP Morgan Chase

    New York, NY
    2 days ago
  • $25 - $45 per hour

     ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...Description:This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key... 
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    New York, NY
    3 days ago
  • Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment... 
    Work at office
    Remote work
    3 days per week

    Robert Half

    New York, NY
    1 day ago
  • $25 - $45 per hour

     ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...America.Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach... 
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    New York, NY
    4 days ago
  •  ...what it means to know your customers — and our goal is simple: make every trader feel like they have a person, not a portal. Client Associates are not ticket-closers. They're the human side of the platform. You'll get new traders oriented, answer the questions that actually... 

    Polymarket

    New York, NY
    3 days ago
  • $98.96k - $148.44k

     ...United StatesSalary: $98 960,00 - $148 440,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role...  ...current, accurate, and complete, fulfilling requests promptly.Supports clients navigating the KYC/onboarding and account opening... 
    Full time

    Citigroup

    New York, NY
    4 days ago
  •  ...who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our... 
    Flexible hours

    UBS

    New York, NY
    3 days ago
  •  ...Registered Private Wealth Client Associate New York, New York To proceed with your application, you must be at least 18 years of age...  ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  •  ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    17 hours ago
  • $37.13k - $61.88k

     ..., valued and have an opportunity to contribute to the company’s success. As a(n) Client Experience Associate within PNC's Retail organization, you will be based in Deptford, NJ supporting multiple branches within the region.PNC is an in-office company that fosters a supportive... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    New York, NY
    9 hours ago
  • $65k - $75k

     ...-a-box: a proprietary tech platform and client portal, an in-house marketing team that...  ...team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more...  ...for an experienced Senior Client Associate who is ready to apply their exceptional... 

    Savvy Wealth

    New York, NY
    4 days ago
  • $81.13k - $164.57k

     ...Join a diverse team helping high-profile clients understand, analyze, and respond to complex...  ...& Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities:Accountable for supporting and overseeing large outsourcing engagements... 
    Work at office
    Local area
    Relocation
    Relocation package

    KPMG

    New York, NY
    4 days ago
  • We are looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages...  ...of suitable targets, secure sign-ups, logistics support and participation.Liaison between field reps and the other... 
    Full time
    Work at office
    Local area
    Flexible hours

    Intapp

    New York, NY
    3 days ago
  • Job Description: Senior Associate, Digital Product - Becoming a ClientJPMorgan Private Bank...  ...and unifying the Becoming a Client (BAC) experience. This role sits at the...  ...childcare, tuition reimbursement, mental health support, financial coaching and more. Additional... 
    Casual work
    Bank staff

    JP Morgan Chase

    New York, NY
    1 day ago
  • $35.36k - $90k

     ...Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard...  ...full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client... 
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    New York, NY
    1 day ago
  • $57.99k - $82.99k

     ...About this role: Wells Fargo is seeking a Part-Time Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors....  ...Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships Acts as the... 
    Part time
    Work experience placement
    Work at office

    Wells Fargo

    New York, NY
    1 day ago
  • $70k - $80k

     ...Thank you for considering Progyny! As a Client Success Associate, you will support the efficient management of a large portfolio of clients in a lower-touch service model. In this role, you will work collaboratively with peers and cross-functional partners to ensure client... 
    Full time
    Summer work
    Work at office
    Remote work
    Flexible hours
    3 days per week

    Progyny, Inc.

    New York, NY
    1 day ago
  • $100k - $115k

     ...complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team...  ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...  ...standards.Prepare reports and supporting material for prospect and client meetings... 
    Permanent employment
    Work at office
    Local area

    Hightower Advisors

    New York, NY
    2 days ago
  •  ...customized and comprehensive solutions to help clients with the many complexities they face by leveraging...  ...Bank Digital is seeking a motivated Senior Associate to join our Alternatives Product team. This role supports the development and execution of digital solutions... 

    JP Morgan Chase

    New York, NY
    2 days ago
  • Guidepoint is seeking an Associate for its Client Service team. You will learn to assess client needs, identify experts, and recruit new ones...  ...advisors. The role is hybrid with three days in the office, supporting fast, high-quality client experiences. You will conduct... 
    Work at office

    Guidepoint Australia

    New York, NY
    4 days ago
  • A financial services firm in New York City is seeking a Client Associate to support Financial Advisors and their clients. This role combines client service, account administration, and brokerage operations and is well suited for someone who understands the importance of... 

    Leeds Professional Resources

    New York, NY
    3 days ago
  • $70k - $90k

     ...London. The Firm oversees $228 billion in client assets as of July 31, 2026. Position A...  ...individual to join its growing team as a Client Associate.The Client Associate will work withour...  ...checks, journals, check deposits, etc.) Support marketing efforts by promoting client... 
    Work at office
    Local area

    Rockefeller Capital Management

    New York, NY
    4 days ago
  •  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...  ...America. Merrill is committed to an in‑office culture that supports collaboration, engagement, and career development. Our approach... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  • Understand client needs and communicate solutions Coordinate internal resources and next steps Track feedback and relationship activity Key areas of responsibility Meet with or assist clients directly Understand client needs and communicate solutions Coordinate internal... 

    Platinum Coastal Group

    New York, NY
    5 days ago
  • $102k - $125k

     ...responsible for managing and driving business with institutional clients through Corporate and Investment Banking products (Global...  ...level of client interaction, and improve commercial processes. To support this growth strategy, we are creating a new role within Client... 
    Work at office

    BBVA

    New York, NY
    2 days ago

Do you want to receive more vacancies?

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