96 customer relationship associate jobs at 58 companies in Cold Spring, NY
3d
Save
Mark Applied
Hide
3d
Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yrHybridFull Time
Angeles Investment Advisors: Provides customized institutional-quality investment and wealth advisory services.
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
2+ YOEHigh school diploma, GED, or equivalent required. Preferred: associate's degree and 2+ years of sales or customer service experience. Requires communication, multitasking, typing, detail, and problem-solving skills.
Capital OneNYSE: COF: Provides credit card, banking, and auto loan services.
2+ YOEHigh school diploma, GED, or equivalent certification required. Preferred: associate degree and 2+ years of sales or customer service experience. Strong communication, multitasking, typing, and problem-solving skills.
Duet: Empowers nurse practitioners to own and operate primary care practices
1+ YOE1+ years customer-facing experience (1–3 preferred), strong relationship and communication skills, comfort with data and basic analysis in Excel/Sheets, organized with attention to detail.
Janie and Jack: Designs and retails premium clothing and accessories for children.
Customer-focused sales associate with communication, relationship-building, styling, teamwork, problem-solving, and flexible availability for nights, weekends, and holidays.
Manchester or Boston or New York City or Chicago or Menlo Park or London or Tokyo
OnsiteFull Time
Alumni Ventures: Provides individual investors access to diversified venture capital funds.
1+ YOERequires 1+ year in customer success, client services, relationship management, operations, financial services, or another customer-facing environment, plus strong communication, organization, and multitasking skills.
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
ExtensisHR: Provides HR, payroll, benefits, and compliance services for businesses.
Experience in client relations, logistics, or customer service preferred, with strong communication, relationship-building, and problem-solving skills. Requires MS Office proficiency and comfort with ERP, CRM, and project platforms.
Microsoft Business Central, Microsoft Excel, Microsoft Word, Monday.com
Fortress Investment Group: Global investment manager specializing in alternative asset strategies.
4+ YOEBachelor's degree and at least 4 years of financial services experience required; fund administration, operations, or accounting preferred. Strong communication, organization, multitasking, and relationship-building skills required.
Penske Media Corporation: Operates a portfolio of global media and entertainment brands.
1+ YOERequires 1–2 years in media planning, brand partnerships, or client and sales support, plus strong communication, relationship-building, and independent work skills.
BlackRockNYSE: BLK: Provides investment management and financial technology services globally.
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.
SikaSIX Swiss Exchange: SIKA: Manufacturer of bonding, sealing, damping, and strengthening solutions.
Bachelor's degree in business, entrepreneurship, marketing, or a related field; relationship-building, sales, customer service, teamwork, and presentation skills required.
StretchLabNYSE: XPOF: Provides professional one-on-one assisted stretching services to improve flexibility.
Sales or customer-service experience preferred; strong communication and relationship-building skills; comfortable making outbound calls; ability to work evenings and weekends; goal-oriented and customer-focused.
Regency Management Services: Operates and manages retail furniture showrooms across several states.
No experience required; paid training provided. Requires customer service, relationship-building, communication, interpersonal, teamwork, and sales skills, with evening, weekend, and holiday flexibility.