531 client services associate jobs at 252 companies in Greenburgh, NY
1mo
Save
Mark Applied
Hide
1mo
Client Services Associate
New York City, New York, United States
OnsiteFull Time
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.
Titan: Mobile-first wealth management platform for individual investors.
1+ YOE1–3+ years in financial services or client operations; strong communication, organizational, and problem-solving skills; familiarity with support tools; Series 7 and either Series 66 or Series 63+65.
Valitana: SaaS platform for institutional investment analytics and management.
3+ YOE3–5 years structured finance or analytical experience, CLO/ABL exposure preferred; client-facing skills; Microsoft Excel proficiency; BA/BS preferred; strong communication and attention to detail.
SPS: Global provider of document management and business process outsourcing.
1+ YOEHigh school diploma, 1+ year experience preferred (hospitality, retail, or office services), ability to lift up to 40 lbs, strong verbal and written communication skills.
TransPerfect: Provides global language services and localization technology solutions.
Bachelor's degree; strong English communication; problem solving; customer service or project management experience; organized, detail-oriented, and able to multi-task; MS Office proficiency; willingness to learn.
Build Up Justice NYC: Provides free civil legal services to low-income New Yorkers.
2+ YOE2+ years administrative/office experience (preferably nonprofit); strong interpersonal, written and verbal communication; data management and case documentation; proficiency with Microsoft Office and case management tools; bilingual English/Spanish preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics, Notion, SharePoint, Legal Server
Experience in finance or banking preferred; strong analytical, communication, and organisational skills; understanding of FX products; client-facing experience advantageous.
Hightower: Provides independent wealth management and financial planning services.
3+ YOEBA/BS degree, 3+ years client service experience, Series 7 and 66 required, knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, and Envestnet; strong communication and analytical skills.
Ares ManagementNew York Stock Exchange: ARES: Global alternative investment manager specializing in credit and private equity.
7+ YOE7+ years investor servicing experience in alternative investments; strong communication, organizational skills; proficiency with service provider systems and Microsoft programs; ability to manage transfer agency workflows and train others.
Born Social: A full-service social media agency offering creative and strategy.
4+ YOE4+ years client services experience in an agency; social-first strategy knowledge; project management and commercial account experience; proven account retention and growth; experience with global/FMCG brands preferred.
AonNYSE: AON: Global professional services firm providing risk and people solutions.
2+ YOEBachelor's degree, 2+ years account management/customer service experience, life and health insurance license, strong Microsoft Office skills, attention to detail and client-facing communication.
Ownership Works: Non-profit partnering with companies to implement employee ownership programs.
2+ YOEB.A./B.S. required;2+ years consulting/finance experience preferred;financial modeling and Excel/PowerPoint proficiency;client advisory and project management skills;ability to use AI tools.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, integrity, ability to work independently and on a team, desire to help families, conduct interviews via Zoom.
NFP: Provider of insurance brokerage, benefits, and wealth management services.
2+ YOEBachelor's degree, 2+ years account management or customer service, Life and Health Insurance license, strong Microsoft Office skills, attention to detail, reliable remote workspace for hybrid/remote work.
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.
Germany or United Kingdom or Turkey or Munich or New York City or Denver or London
OnsiteFull Time
CEPRES: Digital investment analytics platform for private capital markets.
2+ YOE2+ years experience in client support or SaaS operations, strong troubleshooting and ticketing skills, familiarity with Zoho Desk/Jira/CRM, experience with data handling/reporting, strong English communication; German a plus.
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.
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