174 client services associate jobs at 77 companies in Brookhaven, NY
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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.
1w
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Work From Home - Client Services Associate
New Haven, Connecticut, United States
RemoteFull Time
Requires strong communication and interpersonal skills, independent and collaborative work ability, integrity, ethical conduct, and a genuine desire to help families through financial services.
Zoom
3w
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Client Services Associate I (Bilingual Portuguese Fluent)
Fort Lauderdale or Greenwich
HybridFull Time
Bachelor's or advanced degree, fluent Portuguese, strong communication, analytical and problem-solving skills, and knowledge of financial instruments, exchange operations, platforms, regulations, and margin methodologies.
IBKR Trader Workstation, Web Trader, Mobile Trader
2mo
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Client Associate
Westport, Connecticut, United States
OnsiteFull Time
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
1mo
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
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
2mo
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Wealth Management Client Associate
Lynbrook, New York, United States
$25-$44/hr OnsiteFull Time
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
1mo
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Client Service Associate
Greenwich, Connecticut, United States
$35k-$61k/yr OnsiteFull Time
High school diploma required (college preferred). Willingness to obtain Series 7/66 or Series 63/65. Advanced Microsoft Office, strong client service, detail orientation, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3mo
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Client Service Associate
Purchase, New York, United States
$58k-$115k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented with strong Microsoft Office skills, client service experience, and willingness to obtain securities Series licenses (Series 7, 66, 63 or 65).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
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
1mo
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Client Engagement Associate
Westport, Connecticut, United States
$65k/yr OnsiteFull Time
2+ YOEBachelor's degree required, 2+ years scheduling/admin/client-service experience, proficiency with Google Workspace, scheduling software and Mac systems, strong organization and communication, authorized to work in the U.S., background check required.
Google Workspace, Apple, Mac operating system, scheduling software, data management systems
3mo
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Client Service Associate
White Plains, New York, United States
$44k-$66k/yr OnsiteFull Time
2+ YOEClerical/account opening, customer service, MS Office, ability to work with financial advisors.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2w
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Client Service Associate
Hamden, Connecticut, United States
$44k-$66k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, administrative knowledge, customer service and communication skills, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Client Service & Operations Associate
Boston or New Haven
$59k-$100k/yr HybridFull Time
3+ YOEBA/BS and 3–7 years in financial services, with Operations and Client Service experience. Requires Microsoft Office, communication, detail, time management, and U.S. work authorization; no visa sponsorship.
Microsoft Office, Salesforce CRM, Microsoft Dynamics, Advent APX, Fidelity
1mo
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Client Support Associate
Port Washington, New York, United States
$25-$28/hr OnsiteFull Time
Coordinate and schedule deliveries, communicate with drivers and customers, handle inquiries via phone/email/text, track and resolve delivery issues; customer service or logistics experience preferred.
Microsoft Office, Google Workspace
3d
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Associate Vice President – Client Development, Environmental Services
United States or New York City or Neptune or Guilford or Florham Park
HybridFull Time
15+ YOE10+ MgmtBachelor's degree or equivalent; 15+ years in environmental consulting, A/E/C, or a relevant industry; 10+ years in business development and client relationship building; multidisciplinary collaboration and strong organizational skills.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Client Service Associate / Sr. Client Service Associate
Deer Park, New York, United States
$70k-$80k/yr OnsiteFull Time
3+ YOE3+ years industry experience, Series 7 and 66 (or 63 and 65), custodial experience (Schwab or Fidelity), bachelor�s degree or equivalent, Microsoft Office and Salesforce proficiency, strong communication and data accuracy.
Microsoft Office, Salesforce, Workday
1mo
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Private Client Group Support Associate
New Canaan, Connecticut, United States
$31-$36/hr OnsiteFull Time
3+ YOE3+ years commercial banking or client service experience; strong communication, attention to detail, and teamwork; proficiency with Microsoft Office (Excel, Word, PowerPoint); familiarity with HubSpot and CRM systems a plus; bachelor's degree preferred.
CRM, HubSpot, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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Associate Cleaning Services
Hauppauge, New York, United States
$22/hr OnsiteFull Time
Requires proficiency with software, client websites, Microsoft Outlook, Microsoft Word, and Microsoft Excel; strong communication, grammar, multitasking, problem-solving, reliability, and high-volume call handling skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Waves
2mo
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Senior Registered Private Client Associate - Garden City, NY
Garden City, New York, United States
$75k-$90k/yr OnsiteFull Time
5+ YOEHigh school diploma required (associate or bachelor preferred), 5+ years as a Registered Private Client Associate, Series 7 and 63 and 65 or 66, proficient in Microsoft Office, strong customer service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Part Time Client Associate - Roosevelt Field
Garden City, New York, United States
OnsitePart Time
Retail customer service and sales role; transferable skills and retail experience considered; passion and diversity encouraged.
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