ZipRecruiter

Log In

1

Account Service Associate Jobs in New York (NOW HIRING)

Aon

Associate, Client Service

Melville, NY · On-site

$70K - $80K/yr

Client Service Associate The Client Service Associate supports advisor teams and clients through ... Process account onboarding, including preparation of Advisory Agreements and custodial account ...

Jobs for Humanity

Customer Service Associate

New York, NY · On-site +1

$15.75 - $22/hr

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

Mariner

Client Service Associate

Manasquan, NJ · On-site

$65K - $95K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ...

Stifel

Client Service Associate

White Plains, NY

$43K - $65K/yr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...

Mariner

Client Service Associate

Manasquan, NJ · On-site

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... marketing, accounts payables, receivables, supporting receptionist as needed * Understand the ...

Vista Wealth Solutions

Client Service Associate

Armonk, NY · On-site

$15.50 - $21.50/hr

Client Services Associate Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and ... Account Opening * Coordinate and process new account applications with accuracy and compliance.

Stifel

Client Service Associate

White Plains, NY

$43K - $65K/yr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...

Stifel

Client Service Associate

White Plains, NY · On-site

$43K/yr

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide ...

Morgan Stanley

Client Service Associate

Purchase, NY

$58K - $115K/yr

Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional service ... accounts, including relaying stock positions and providing account balances (e.g., funds due and ...

Morgan Stanley

Client Service Associate

Purchase, NY · On-site

$58K - $115K/yr

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

UBS

Registered Client Service Associate

Florham Park, NJ · On-site

$65K - $85K/yr

Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account ...

Patriot Bank, N.A.

Service Associate

Old Greenwich, CT · On-site

$16.75 - $22.25/hr

Service Associate Accurately and efficiently processes all customer transactions in accordance with ... account information. * Cross-sell and up-sell bank products by answering inquiries, inform ...

eTeam

Customer Service Rep

Livingston, NJ · On-site

$17.50 - $23.75/hr

Job title : Service Associate - Mutual Fund Client Services Location: Remote (EST) Work Hours ... Research account records and transaction history to resolve inquiries from registered ...

previous page

Showing results 41-60

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

Associate, Client Service

Aon

Melville, NY • On-site

$70K - $80K/yr

Other

Retirement, PTO

Posted 15 days ago

Aon rating

8.1

Company rating: 8.1 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

61st of 150 rated financial services

Job description

Client Service Associate

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.

Essential Duties and Responsibilities:

  • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
  • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
  • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
  • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
  • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
  • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
  • Provide proactive communication with clients and advisor teams throughout all account-related matters
  • Assure accuracy and timeliness of all custodian work

Technical Expertise:

  • Build foundational technical knowledge in operational matters
  • Learn custodial bulletins and procedures
  • Understand and comply with all financial regulations
  • Maintain high diligence in client privacy and security
  • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
  • Maintain required logs and supporting documentation for compliance-related purposes

Team Collaboration:

  • Observe and learn from client meetings within areas of expertise
  • Receive training and mentorship from Senior Client Service Associates and leadership
  • Provide support to Advisor Associates, Lead Advisors, and Service Advisors
  • Support process improvement initiatives and follow established procedures
  • Assist in maintaining standard templates, policies, procedures, and materials
  • Embrace and adopt new technology solutions
  • Contribute positively to office culture, morale, and team collaboration
  • Escalate issues and requests to appropriate personnel when necessary

Qualifications:

  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Relevant experience in financial services or a related industry
  • Strong computer skills, including proficiency with Microsoft Office Suite
  • Experience with CRM systems and custodial platforms preferred
  • Excellent organizational and time management skills
  • Commitment to professional growth and development

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $70,000 –$80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire is an inclusive Equal Employment Opportunity employer.

What Aon employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Aon logo

About Aon

Sourced by ZipRecruiter

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Industry

Business management consulting

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

Year founded

1992

View All Aon Jobs

Apply