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Account Service Associate Jobs in New York (NOW HIRING)

Eclaro

Service Associate

Livingston, NJ · On-site

$25.45/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Service Associate Job Number: 26-01373 Find your next opportunity in the Financial Services ... Research account records and transaction history to resolve inquiries from registered ...

Metasys Technologies

Client Service Associate

Manhattan, NY · On-site

$16 - $22/hr

Client Service Associate Location: Seattle, WA or New York, NY Work Arrangement: Hybrid (Onsite 4 ... Responsible for new account setup, change requests, and processing cash raises across RIA and BD ...

Axelon

Client Service Associate

Manhattan, NY · On-site

$16 - $22/hr

Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to ... Support the coordination of account maintenance activities (e.g., amendments to account name, fee ...

The Right Click, Inc.

Client Service Associate

Darien, CT · On-site

$15 - $20.75/hr

Pull client statements and assist with account-related documentation * Utilize Salesforce to enter ... Service Associate's Qualifications and Skills: * At least 2 years of experience in an ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill ...

Morgan Stanley

Client Service Associate

Old Greenwich, CT · On-site

$35K - $61K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Enter profile information or pre-fill account documentation on client accounts and/or documents in ... Client Service Associates located in Connecticut receive an annual salary ranging from $35,360 to ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... accounts, including relaying stock positions and providing account balances (e.g., funds due and ...

Jobs for Humanity

Customer Service Associate

Manhattan, NY · On-site

$16 - $22/hr

  • PTO

... account management, ensuring accurate records and issue resolution Collaborate with internal teams to enhance client services and communication Additional Information Remote Work: Enjoy the ...

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All JobsAccount Service Associate JobsAccount Service Associate Jobs in New York

Account Service Associate information

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.

What are the duties of an account service associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring client satisfaction. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to support account maintenance and service delivery.

What cities in New York are hiring for Account Service Associate jobs?

Cities in New York with the most Account Service Associate job openings:

Account Service Associate jobs near you

Registered Client Service Associate

H Cap Connect, LLC.

Parsippany, NJ • On-site

Other

Posted 19 days ago

Job description

Registered Client Service Associate (Transition Team)
Location: Parsippany, NJ (Onsite)
Travel:25%
We're partnering with a growing wealth management firm seeking an experienced Registered Client Service Associate (CSA) to play a critical role in advisor transitions and delivering an exceptional client experience.
Unlike a traditional CSA position, this role serves as part of a specialized transition team. You'll become fully trained in the firm's technology, workflows, and multi-custodial environment so you're ready to support advisors as they join the firm. Your expertise will help ensure a seamless experience for clients while newly transitioned advisors build their permanent support team.
If you enjoy learning, adapting to new situations, and making an immediate impact, this is a unique opportunity to become an invaluable resource within a highly respected wealth management organization.
What You'll Do
  • Support advisors during client transition and onboarding periods
  • Build relationships with clients while providing a white-glove service experience
  • Process account openings, transfers, money movements, maintenance requests, and client paperwork
  • Coordinate with multiple custodians to facilitate account transitions
  • Maintain accurate client records and documentation
  • Prepare advisors for client meetings and follow up on action items
  • Serve as a knowledgeable resource on firm systems, technology, and operational processes
  • Partner with advisors and leadership to ensure a smooth transition for every new practice
  • Assist with special projects and operational initiatives as needed
What We're Looking For
  • Previous experience as a Client Service Associate within a Registered Investment Advisor (RIA), independent broker-dealer, or wealth management firm
  • Strong understanding of account servicing, client onboarding, and financial operations
  • Experience working with multiple custodial platforms is preferred
  • Exceptional organizational skills and attention to detail
  • Outstanding communication and client service abilities
  • Ability to thrive in a fast-paced environment where priorities shift
  • A proactive mindset with a desire to solve problems and support others
  • FINRA registrations are required

Why This Role Is Different
This isn't a traditional desk assignment supporting one advisor. Instead, you'll become a trusted transition specialist-helping advisors and their clients navigate one of the most important moments in their business. You'll work alongside leadership, gain exposure to multiple practices, and become an integral part of the firm's long-term growth strategy.
If you're looking for a role where your experience is valued, your work makes an immediate impact, and every day brings something new, we'd love to hear from you.
I actually think this role has a great story to tell. It's essentially an internal transition specialist for wealth management. I'd even consider changing the title to Transition Client Service Associate or Transition & Client Service Associate. Those titles immediately signal that this is more strategic than a standard CSA role and will attract candidates who enjoy problem-solving and variety rather than supporting a single advisor indefinitely.

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