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1,204 client associate jobs at 479 companies in New York

1mo
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Client Associate
Buffalo, New York, United States
$55k-$60k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Provide administrative support to financial advisors, maintain client records, prepare reports, educate clients on account services; ideally 3-5 years client service experience in finance, bachelor’s in finance/banking preferred, proficient in Microsoft Office.
Microsoft Office Suite
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5d
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Client Associate
Purchase, New York, United States
$28-$40/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ year brokerage or client service support experience; customer service, administrative, and Microsoft Office skills; ability to prioritize and work in a regulated financial environment.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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1mo
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Client Associate
New York, New York, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
1+ YOE1-3 years client service experience in finance preferred; bachelor’s degree preferred (finance, business); excellent communication, attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
Neuberger Berman
Neuberger Berman: Provides global investment management and wealth advisory services.
2+ YOEBachelor's degree, 2+ years experience, SIE/Series 7 & 66 (or ability to obtain), authorized to work without sponsorship, proficient in Microsoft Word/Excel/PowerPoint, client service and trading backup experience.
Charles River, Alladin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1mo
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Client Associate
New York City, New York, United States
$80k-$100k/yr OnsiteFull Time
Neuberger Berman
Neuberger Berman: Global investment management and wealth advisory firm.
2+ YOEBachelor's degree, 2+ years experience, SIE/Series 7/66 required or obtainable, proficient in Microsoft Word/Excel/PowerPoint, client service skills, trade execution experience with Charles River/Alladin preferred.
Charles River, Alladin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
Neuberger Berman
Neuberger Berman: Provides investment management services for institutional and individual investors globally.
2+ YOEBachelor's degree, 2+ years' experience; SIE, Series 7 & 66 required or obtainable; client-facing onboarding/account maintenance, KYC, transfers, reporting; backup equity trading using Charles River and Aladdin; Microsoft Office proficiency.
Charles River, Aladdin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Client Service Associate
Batavia, New York, United States
$44k-$67k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, relationship-building and adaptability, collaborative mindset; associate's degree or professional certification and client relationship experience preferred.
Microsoft Office
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1w
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, manage client requests, promote banking products, and follow policies to protect clients and manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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2w
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Registered Client Associate
New York City, New York, United States
$75k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
3+ YOESeries 7 and 66 licenses, 3+ years client service experience in finance preferred, bachelor degree preferred (finance), strong communication and attention to detail, Microsoft Office proficiency.
Microsoft Office
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Client Service Associate
Rochester, New York, United States
$35k-$90k/yr OnsitePart Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills, client service experience, willingness to obtain Series 7/66 or Series 63/65, and ability to support financial advisors and execute client transactions.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2mo
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Senior Client Associate
New York City, New York, United States
$65k-$75k/yr RemoteFull Time
Savvy Wealth
Savvy Wealth: Digital wealth management platform for financial advisors.
2+ YOE2+ years in a similar role with an RIA or broker-dealer, client-facing experience, strong communication, highly organized, tech-savvy.
Google Workspace, Microsoft Office, Salesforce
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2w
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Client Service Associate
Schenectady, New York, United States
$19/hr OnsiteFull Time
Northern Rivers Family of Services
Northern Rivers Family of Services: Provides behavioral health, education, and family support services.
1+ YOEHigh school diploma and 1–2 years related experience; reception, clerical, insurance verification, copayment collection, and client-facing skills.
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2mo
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Corporate Client Associate
Manhattan, New York, United States
$65k-$85k/yr RemoteFull Time
The Dream Opportunity
The Dream Opportunity: Provides career development and mentorship to under-resourced students.
4+ YOE4–6 years in client-facing, project coordination, partnerships, or communications; strong written communication; highly organized; Monday.com proficiency; mission alignment.
Monday.com, Google Workspace, Canva, Slack
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4w
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Wealth Senior Client Associate
New York City, New York, United States
$76k-$127k/yr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
2+ YOEBachelor's degree (or equivalent experience) and minimum 2 years financial service client service experience; strong customer service, interpersonal, communication, and organizational skills; proficiency with personal computers and office software.
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4d
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Private Wealth, Client Associate
New York or Johnston or Stamford or Pittsburgh
$35-$44/hr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
Supports wealth managers with client onboarding, relationship management, and communications. May require Series 7 and 66 or 63/65; undergraduate degree preferred; prior brokerage or RIA experience and investment product knowledge preferred.
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1mo
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Client Operations Associate
New York City or London or Switzerland or United Arab Emirates or United States or Asia
$65k-$75k/yr HybridFull Time
Copper
Copper: Provides institutional infrastructure for securing and trading digital assets.
Proven technical account management experience (ideally in crypto/financial services), understanding of blockchain and digital assets, strong communication, problem-solving, and client-facing skills.
Microsoft Teams, ClearLoop, Multi-Party Computation (MPC)
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4w
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Wealth Senior Client Associate
New York, New York, United States
$76k-$127k/yr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
2+ YOEBachelor's degree or equivalent experience, minimum 2 years financial services client service experience, strong customer service, communication, organizational skills, PC and office software proficiency, knowledge of KYC/AML/BSA processes.
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1d
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Intake Client Associate
Brooklyn, New York, United States
$22-$24/hr OnsiteFull Time
Help at Home
Help at Home: Provides in-home care services for seniors and individuals with disabilities.
2+ YOEHigh school diploma/GED, 2 years client services or related intake experience, CRM (Salesforce) and Microsoft Office proficiency, strong communication, organizational and leadership skills.
Salesforce, Microsoft Office
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1mo
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Client Delivery Associate
New York City or London
$73k/yr HybridFull Time
NewtonX
NewtonX: AI-powered B2B market research and expert network platform.
0+ YOE0–2 years professional experience, bachelor’s degree required, strong communication, problem solving, client service orientation, ability to manage multiple projects and learn quickly.
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Client Relations Associate
New York, New York, United States
$80k-$110k/yr OnsiteFull Time
Man Group
Man GroupLondon Stock Exchange: EMG: Global alternative investment management and systematic trading services.
2+ YOEBachelor's degree and 2+ years in sales, investor relations, or investment operations; advanced Microsoft skills; familiarity with Salesforce and MMD; strong organization, communication and client-relationship skills.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Salesforce, MMD, CRM
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