236 client facing associate jobs at 134 companies in Bohemia, NY
3d
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Client Associate
New York City, New York, United States
OnsiteFull Time
1+ YOEAt least 1 year of client-facing or account management experience, strong written communication, autonomy, organization, and ability to learn and explain technical products clearly.
MacBook Pro
2mo
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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
3mo
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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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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)
2w
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Preqin Client Experience, Associate
San Francisco or New York City
$100k-$132k/yr HybridFull Time
3+ YOERequires 3+ years in client success, client experience, or client-facing finance, SaaS, or technology roles, with relationship-building, initiative, collaboration, and solutions-oriented skills.
Preqin, eFront, Aladdin
3d
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Client Services Associate
Boston or New York City or Chicago or Menlo Park or Manchester or London or Tokyo
$60k-$70k/yr OnsiteFull Time
1+ YOERequires 1+ year in customer success, client services, relationship management, operations, financial services, or another customer-facing environment, plus strong communication, organization, detail, and prioritization skills.
HubSpot, Salesforce
3mo
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Client Solutions Associate
New York or Chicago
RemoteFull Time
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
4w
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Associate Client Advocate
Boston or New York City or Short Hills or Philadelphia
$90k-$120k/yr HybridFull Time
5+ YOERequires 5+ years of commercial Property and Casualty insurance experience, client-facing skills, P&C broker license, negotiation, project management, presentations, Microsoft Office proficiency, and strong communication.
Microsoft Office
4w
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
2w
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Associate, Client Support - Distribution
Los Angeles or New York City
$50k/yr HybridFull Time
Client-facing music distribution or music technology experience, strong English communication, analytical problem-solving, data analysis, organization, prioritization, and teamwork skills.
Zendesk
2mo
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Associate, Enterprise Client Strategy
New York, New York, United States
$70k-$85k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years in account/project/client-facing roles, experience with enterprise or luxury brands, strong communication, Excel/Google Suite proficiency, comfortable engaging senior stakeholders.
Google Suite, Microsoft Office, Zoom, Salesforce
2w
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Client Experience Associate, Advisor Dedicated
Irving or Dallas or New York
HybridFull Time
4+ YOERequires 4+ years of client-facing wealth management experience, full client lifecycle ownership, strong communication, sound judgment, custodial platform, trading/rebalancing tool, and CRM experience.
DocuSign, 55ip, Ramp, CRM
1mo
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FX PB Client Services Associate
Stamford, Connecticut, United States
$85k-$130k/yr OnsiteFull Time
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
3w
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Client Solutions Associate, New York
New York City, New York, United States
$78k-$97k/yr HybridFull Time
0+ YOE0-2 years experience, strong client-facing communication, recruiting and matching experts, project ownership, strategic thinking, and cross-functional collaboration.
1mo
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Client Associate - Executive Assistant
New York City, New York, United States
$70k-$76k/yr OnsiteFull Time
Provide administrative and client-facing support: calendar and inbox management, travel coordination, expense processing, marketing updates, event coordination, and licensing administration.
BrassRing, LinkedIn
2w
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Associate Director, Client Partner
United States or Austin or Boston or Chicago or Dallas or Denver or Houston or Los Angeles or Minneapolis or New York or Phoenix or Portland or Salt Lake City or San Diego
$108k-$130k/yr RemoteFull Time
7+ YOE3+ Mgmt7+ years in client-facing digital media planning and activation, including 3+ years leading agency client relationships; requires leadership, persuasive communication, and cross-channel paid media expertise.
Google Search, Bing Search, Meta Ads, YouTube, Google Display Network, TikTok, Snapchat, Pinterest, LinkedIn
3mo
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Associate, Client Service, Portuguese Speaker, 2027
New York, New York, United States
$90k-$110k/yr HybridFull Time
Fluent English and Portuguese; US work authorization; internship experience; strong academics (GPA 3.3+); seeking to start career in client-facing consulting environment.
1w
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Senior Associate, Client Relations (Private Equity)
New York, New York, United States
$125k-$150k/yr OnsiteFull Time
6+ YOERequires 6+ years in client services, investor relations, finance, or legal/compliance operations, with direct external-facing private equity or asset management experience and knowledge of AML/KYC, GDPR, and partnership agreements.
3w
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CCF Client Coverage, West Coast, Associate
New York, New York, United States
$120k-$140k/yr OnsiteFull Time
Bachelor\u0002s degree required; fundraising support or client-facing experience preferred; strong Microsoft Office and Salesforce skills; Series 7 and 63 or ability to attain within 6 months; US work authorization required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Associate Client Success Manager
Austin or New York
$60k-$70k/yr HybridFull Time
1+ YOEBachelor's degree and 1+ year in a client-facing role preferred. Requires fluent English, strong communication, organization, prioritization, time management, problem-solving, and ability to meet deadlines independently.
Salesforce, Gainsight, Gong
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