741 client services associate jobs at 275 companies in Oceanside, NY
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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
2mo
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Client Services Associate
New York City, New York, United States
OnsiteFull Time
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
3mo
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Client Services Associate
New York, New York, United States
OnsiteFull Time
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
14h
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Client Services Associate
New York City, New York, United States
$67k-$80k/yr HybridFull Time
1+ YOE1+ year in public affairs, communications, public relations, lobbying, government affairs, legislative affairs, or marketing; strong organization, communication, attention to detail, and client-facing project management skills.
PowerPoint, Excel
3mo
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Senior Associate, Client Services
New York, New York, United States
$75k-$85k/yr HybridFull Time
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.
3mo
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Client Services Associate
New York City, New York, United States
$45k-$50k/yr HybridFull Time
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
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.
2mo
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Senior Client Services Associate- Treasury Partners
New York, New York, United States
$100k-$115k/yr OnsiteFull Time
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
1mo
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Client Services Associate - Mailroom
New York or Portland
$18-$19/hr OnsiteFull Time
High school diploma required; ability to lift up to 40–60 lbs, strong communication, MS Office skills, experience with shipping/receiving and multi-function devices; 1+ year experience preferred.
Microsoft Office Suite, Greenhouse
1mo
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Senior Associate, US Client Services
New York City, New York, United States
$100k-$130k/yr OnsiteFull Time
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
1mo
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Senior Associate, Client Advisory Services
New York, New York, United States
$120k/yr HybridFull Time
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
3w
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Client Associate
New York City, New York, United States
OnsiteFull Time
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
1w
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Work From Home - Client Services Associate
Bayonne, New Jersey, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and collaboratively, genuine desire to help others, and integrity in professional dealings.
3w
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Client Associate
New York City, New York, United States
OnsiteFull Time
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
2w
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Client Associate
New York City, New York, United States
$70k-$90k/yr OnsiteFull Time
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
3w
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Client Associate
New York City, New York, United States
OnsiteFull Time
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
3w
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Associate, Client Services -Full-Time (Summer 2027)
New York, New York, United States
$85k-$115k/yr OnsiteFull Time
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).
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
1mo
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Client Services Associate - New York: Mandarin & Cantonese
New York, New York, United States
$61k-$86k/yr HybridFull Time
0+ YOE0-2 years relevant experience, bachelor\u0002s degree or equivalent, strong communication and organizational skills, proficiency with Capital Markets, Bloomberg, Reuters, and Microsoft Office; Mandarin and Cantonese language ability.
Capital Markets, Bloomberg, Reuters, Microsoft Office
2mo
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Client Services Associate (Fintech SaaS, Private Equity) (f/m/x)
Germany or United Kingdom or Turkey or Munich or New York City or Denver or London
OnsiteFull Time
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.
Zoho Desk, Jira, CRM
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