129 customer relationship associate jobs at 69 companies in Valhalla, NY
1w
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
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
2w
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Associate Relationship Manager
Jericho, New York, United States
$61k-$107k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent and 2+ years of commercial banking experience required. Requires financial products, compliance, KYC/AML, relationship management, customer service, and independent decision-making skills.
KYC, AML
1mo
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Customer Service Associate
Newark, New Jersey, United States
$17/hr OnsiteFull Time
3+ YOE3+ years customer service experience with operations and sales; rental car experience a plus. Requires excellent communication, relationship-building, problem-solving, and decision-making skills.
2w
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Client Relationship Manager
Morristown, New Jersey, United States
OnsiteFull Time
5+ YOEFive years of similar financial services experience and an associate or bachelor's degree required. Client relationship management, account operations, analytical, communication, compliance, and trading skills needed.
Salentica, Black Diamond, Charles Schwab
2w
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Assistant Relationship Manager
Jericho, New York, United States
$75k-$86k/yr OnsiteFull Time
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.
2w
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Assistant Relationship Manager
Jericho, New York, United States
$75k-$86k/yr OnsiteFull Time
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.
2w
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Assistant Relationship Manager
Jericho, New York, United States
$75k-$86k/yr OnsiteFull Time
2+ YOEHigh school diploma, GED, or equivalent required. Preferred: associate degree and 2+ years of sales or customer service experience. Requires communication, multitasking, typing, attention to detail, and problem-solving skills.
2mo
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Customer Strategy & Operations Associate
New York City, New York, United States
$90k-$110k/yr HybridFull Time
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.
Microsoft Excel, Google Sheets
2w
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Customer Sales Associate
Brooklyn, New York, United States
$51k-$103k/yr OnsiteFull Time
High school diploma or GED, inside sales, retail, or related experience, customer relationship skills, and ability to work in a fast-paced customer-focused environment.
3w
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Relationship Banker
Wayne, New Jersey, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, minimum 1 year branch banking experience, strong communication, customer service, sales and analytical skills, proficiency with computers; associates/bachelor's preferred; FIS/IBS experience preferred.
FIS/IBS (Integrated Banking Solutions)
2mo
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Relationship Banker- Highland Park
Levittown or Highland Park
OnsiteFull Time
Banking or sales experience preferred; strong customer service and cross-selling skills; associate or bachelor’s degree preferred.
CRM system, Core banking systems
16h
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Investor Relations Associate
Menlo Park or Boston or New York City or Chicago 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; strong communication, organization, relationship-building, and multitasking skills.
HubSpot, Salesforce
1w
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Sales Associate
New York, New York, United States
$17-$19/hr OnsitePart Time
Customer-focused sales associate with communication, relationship-building, styling, teamwork, problem-solving, and flexible availability for nights, weekends, and holidays.
1mo
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Registered Client Relationship Analyst
New York, New York, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), 2+ years industry experience preferred, high school diploma required (college preferred), strong Microsoft Office and client service skills.
Microsoft Office
1mo
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Registered Client Relationship Analyst
New York, New York, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), 2+ years industry experience preferred, high school diploma required, strong client service, Microsoft Office skills, and knowledge of financial products.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
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 Relations Associate
New York, New York, United States
$75k/yr OnsiteFull Time
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
1d
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Front Desk Associate - Roslyn
Roslyn, New York, United States
$19/hr OnsitePart Time
Customer-focused role requiring strong communication, relationship-building, reliability, POS accuracy, and availability for early mornings, evenings, weekends, and holidays; hospitality, retail, or studio experience preferred.
POS
2w
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Client Service Associate
New York City, New York, United States
$100k-$120k/yr OnsiteFull Time
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.
Dynamo, Intralinks, Investran
6d
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IndieWire: Client Success Associate
Los Angeles or New York City
$25/hr HybridFull Time
1+ YOERequires 1–2 years in media planning, brand partnerships, or client and sales support, plus strong communication, relationship-building, and independent work skills.
Salesforce
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