1w
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Client Associate
Purchase, New York, United States
$28-$40/hr OnsiteFull Time
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
1mo
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Client Associate
New York, New York, United States
$55k-$75k/yr OnsiteFull Time
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
1mo
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Client Associate
New York, New York, United States
$70k-$76k/yr OnsiteFull Time
1+ YOEIdeally 1+ years client service experience in finance, series 7 and 66 for registered CAs, Bachelor's preferred (Finance), strong communication, attention to detail, and proficiency in Microsoft Office Suite.
BrassRing, Microsoft Office Suite
3d
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 & 66 required, BA/BS degree, 2+ years client service experience preferred, strong Microsoft Office skills (Excel, PowerPoint), Concur and eMoney experience a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
1mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
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
1mo
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Client Associate
New York City, New York, United States
$80k-$100k/yr OnsiteFull Time
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
1mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
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
2w
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Registered Client Associate
New York City, New York, United States
$75k-$85k/yr OnsiteFull Time
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
1mo
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Client Success Associate
Newark, New Jersey, United States
$59k-$65k/yr OnsiteFull Time
1+ YOE1-2 years client/account or digital/agency/healthcare experience preferred; bachelor's degree preferred; strong communication, organizational skills, and client-facing experience; ability to travel to client sites.
Gemini, Claude, ChatGPT
3w
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Wealth Management Client Associate
Bridgewater, New Jersey, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, strong client-focus, detail orientation, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce, high school diploma required; FINRA licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Senior Client Associate
New York City, New York, United States
$65k-$75k/yr RemoteFull Time
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
2mo
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Corporate Client Associate
Manhattan, New York, United States
$65k-$85k/yr RemoteFull Time
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
1mo
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Wealth Senior Client Associate
New York City, New York, United States
$76k-$127k/yr HybridFull Time
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.
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
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)
2d
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Associate Client Manager
Nutley, New Jersey, United States
$70k-$83k/yr HybridFull Time
2+ YOE2+ years CPG or related experience, strong analytical skills, expert Excel and PowerPoint, experience with NielsenIQ or similar analytics preferred, client-facing and coaching experience.
Microsoft Excel, Microsoft PowerPoint, NielsenIQ
1mo
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Wealth Senior Client Associate
New York, New York, United States
$76k-$127k/yr HybridFull Time
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.
2d
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Intake Client Associate
Brooklyn, New York, United States
$22-$24/hr OnsiteFull Time
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
1mo
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Client Delivery Associate
New York City or London
$73k/yr HybridFull Time
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.
1mo
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Client Relations Associate
New York, New York, United States
$80k-$110k/yr OnsiteFull Time
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
1mo
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Client Services Associate
New York City, New York, United States
OnsiteFull Time
Bachelor's degree, strong written and verbal English, customer service or project management experience, MS Office proficiency, problem solving, organization, and ability to manage client projects and timelines.
Microsoft Office, GlobalLink Product Suite