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1,233 client associate jobs at 474 companies in The Bronx, NY

3d
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Client Associate
New York City, New York, United States
OnsiteFull Time
Neuberger Berman
Neuberger Berman: Provides investment management services for institutional and individual investors globally.
2+ YOERequires SIE, Series 7, and Series 66; financial services client support experience preferred; proficiency in Microsoft Office and ability to manage confidential information, multiple tasks, and client relationships.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
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3d
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Client Associate
New York City, New York, United States
OnsiteFull Time
Neuberger Berman
Neuberger Berman: Provides global investment management and wealth advisory services.
2+ YOERequires SIE, Series 7, and Series 66; 2–4 years of preferred financial services client support experience; Microsoft Office proficiency; strong organization, communication, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
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3d
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Client Associate
New York City, New York, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global financial services firm providing wealth and asset management.
1+ YOE1-3 years client service experience in finance preferred; bachelor’s degree preferred in finance or business; excellent communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office Suite
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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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2d
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Client Associate
New York City, New York, United States
OnsiteFull Time
Neuberger Berman
Neuberger Berman: Global investment management and wealth advisory firm.
Requires SIE, Series 7, and Series 66; financial services client support preferred, Microsoft Office proficiency, strong communication and organization skills, and work authorization without sponsorship.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
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1mo
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Client Associate
Westport, Connecticut, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOEPrefer 3-5 years client service experience in finance or a related degree; Series 7 and 66 licenses not required at hire; strong communication, attention to detail, and proficiency with Microsoft Office.
BrassRing, Microsoft Office
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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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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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1mo
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Wealth Management Client Associate
Lynbrook, New York, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, deliver timely and accurate client materials, learn technology platforms, and act with a client-centric mindset; HS diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Client Success Associate
Newark, New Jersey, United States
$59k-$65k/yr OnsiteFull Time
WebMD
WebMD: Providing digital health information services for consumers and healthcare professionals.
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
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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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1mo
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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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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
Support advisor teams with account onboarding, custodial account maintenance, asset movements, and client communications; bachelor’s degree preferred and proficiency with Microsoft Office and CRM.
Microsoft Office Suite, CRM
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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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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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1mo
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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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2mo
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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 Services Associate
New York City, New York, United States
OnsiteFull Time
TransPerfect
TransPerfect: Providing global translation, localization, and language technology solutions.
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
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2mo
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Client Service Associate
New York, New York, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma; college degree preferred; willing to obtain Series 7/66 or 63/65; strong MS Office skills; excellent writing, interpersonal and client service skills.
Microsoft Office, MS Office Suite, MSOnline, eSign, eAuthorization
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2mo
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Client Solutions Associate
New York or Chicago
RemoteFull Time
Arcana Analytics
Arcana Analytics: Platform for institutional portfolio risk and investment performance analytics.
1+ YOE1–4 years in client-facing analytics/support in finance/fintech; strong problem-solving, communication, and multi-tasking; comfort with financial concepts and data workflows; collaborative; interest in financial markets.
Excel, Bloomberg, FactSet, Aladdin, SQL, Python, Analytical tools
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