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716 client services associate jobs at 265 companies in New York

1mo
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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 Services Associate
New York, New York, United States
OnsiteFull Time
Titan
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.
Kustomer, Hubspot, Zendesk
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2d
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Client Services Associate, Wealth Management
Albany, New York, United States
$23-$27/hr OnsiteFull Time
Broadview Federal Credit Union
Broadview Federal Credit Union: Provides member-owned banking, lending, and insurance financial services.
3+ YOEFINRA SIE, Series 7, and Series 66 or Series 63/65 required within one year; bonding eligibility, associate degree or three years related experience, strong client service, organization, technology, and Microsoft Office skills.
Wealthbox CRM, LPL ClientWorks, Microsoft Office Suite
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1d
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Client Services Associate
New York City, New York, United States
$20/hr OnsiteFull Time
SPS
SPS: Global provider of document management and business process outsourcing.
High school diploma required; 1+ years of prior experience preferred. Requires customer service, communication, organizational, shipping and receiving, computer, problem-solving, and physical handling skills.
Microsoft Office Suite, Greenhouse Applicant Tracking System
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2mo
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Senior Associate, Client Services
New York, New York, United States
$75k-$85k/yr HybridFull Time
Noble People
Noble People: Independent media agency providing strategy, planning, and buying services.
2+ YOEBachelor’s degree required; 2+ years account coordination or client services experience in agency environments preferred; strong organization, communication, financial familiarity, and PM/spreadsheet skills; detail-oriented.
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2mo
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Client Services Associate
New York City, New York, United States
$45k-$50k/yr HybridFull Time
TransPerfect
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.
MS Office
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1mo
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Client Services Associate
Brooklyn, New York, United States
$61k-$72k/yr HybridFull Time
Build Up Justice NYC
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
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2mo
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Senior Client Services Associate- Treasury Partners
New York, New York, United States
$100k-$115k/yr OnsiteFull Time
Hightower
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.
Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet
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2w
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Senior Associate, US Client Services
New York City, New York, United States
$100k-$130k/yr OnsiteFull Time
Ares Management
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.
Microsoft SharePoint
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2mo
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Associate Director, Client Services (NYC)
New York, New York, United States
$110k-$125k/yr HybridFull Time
Born Social
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.
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2w
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Client Services Associate, Executive Benefits Account Management
New York, New York, United States
$52k-$65k/yr HybridFull Time
Aon
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.
Microsoft Office
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1w
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Client Services Associate Project Manager
New York City or Kansas City or Kansas City or Chicago or Washington
$65k-$80k/yr RemoteFull Time
Epiq
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
2+ YOEBachelor's or equivalent,2+ years project coordination/client services experience,strong organization,communication,deadline management;Excel proficiency preferred.
Microsoft Excel
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2w
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Senior Associate, Client Advisory Services
New York, New York, United States
$120k/yr HybridFull Time
Ownership Works
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.
Microsoft Excel, Microsoft PowerPoint, AI tools
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1w
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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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2w
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Client Services Associate, Executive Benefits Account Management
New York City, New York, United States
$52k-$65k/yr HybridFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
2+ YOEBachelor's degree, 2+ years account management/customer service experience, Life & Health Insurance license, strong Microsoft Office skills, attention to detail and time management.
Microsoft Office
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1w
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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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18h
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Client Associate
New York City, New York, United States
$70k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
1+ YOERequires a BA/BS, strong client service and organizational skills, Microsoft Office proficiency, and preferably 1–3 years of financial industry client service experience. Series 7 and 66 are preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, Client Relationship Management (CRM) System
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6d
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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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1w
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Associate Director - Client Services
New York, New York, United States
$100k/yr OnsiteFull Time
Whalar Group
Whalar Group: Global creator ecosystem providing talent management and brand marketing.
5+ YOE5+ years agency or brand experience with team management; strong communication, organizational skills; deep understanding of creator economy and social platforms; proven program delivery and account growth.
Echo, TikTok, Instagram, YouTube
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1w
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Associate, Client Services -Full-Time (Summer 2027)
New York, New York, United States
$85k-$115k/yr OnsiteFull Time
Capvision
Capvision: Connects institutional investors and consultants with specialized industry experts.
0.5+ YOEBachelor's degree (min 3.5 GPA),6–18 months professional experience,strong communication and initiative,fluent English,authorized to work in the U.S. (F-1 STEM OPT accepted).
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