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Associate Client Advisor Jobs in New York (NOW HIRING)

Hedge Fund

Client Service Associate- $125-200K!

Westport, CT · On-site

$125K - $200K/yr

Client Service Associate Premier Asset Management firm is looking to hire an Associate to help the ... Partner with your team's Client Advisor to understand client goals and translate the business plan ...

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How much do associate client advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate client advisor in New York is $28.37, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $32.60 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
What are the most commonly searched types of Client Advisor jobs in New York? The most popular types of Client Advisor jobs in New York are:
What cities in New York are hiring for Associate Client Advisor jobs? Cities in New York with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 1% Temporary, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $59,014 per year, or $28.4 per hour.

Sales Associate / Client Service Associate - Wealth Management

Jefferies

Manhattan, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Sales Associate / Client Service Associate - Wealth Management

Overview

The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, with a focus on biotech and healthcare. This role is ideal for a proactive, polished, detail-oriented professional with strong interpersonal and writing skills. The individual should be comfortable communicating with sophisticated clients by phone and email, managing tone appropriately, and supporting Financial Advisors with client service, business development, account administration, planning coordination, and trading-related workflows, including 10b5-1 trading plans.

Primary Responsibilities

  • Serve as a key client service contact, responding to client inquiries by phone and email in a timely, professional, and compliant manner.
  • Support Financial Advisors / Account Executives with day-to-day client service, sales support, operational needs, and relationship management.
  • Assist with client onboarding, account opening, documentation collection, KYC, account maintenance, and follow-up.
  • Coordinate client service requests, including funds transfers, wires, ACH, account updates, asset movement, and other operational items.
  • Provide select trading support across equities, fixed income, options, and 10b5-1 trading plans, ensuring accuracy, timeliness, and proper documentation.
  • Support clients with concentrated stock positions, private company equity, liquidity events, and pre-IPO / post-IPO wealth management needs.
  • Prepare client-facing materials, including presentations, portfolio reviews, meeting books, planning exhibits, and follow-up notes.
  • Assist with planning-related workflows, including estate and tax planning, cash flow modeling, insurance, and investment management coordination.
  • Conduct client outreach and support prospect follow-up, business development initiatives, and relationship-deepening opportunities.
  • Identify potential sales, service, or planning opportunities and communicate them to Financial Advisors.
  • Coordinate with internal partners across operations, trading, compliance, planning, lending, insurance, and product teams.
  • Maintain accurate client records, documentation, notes, and task tracking in applicable systems.
  • Perform general administrative support, including phones, scheduling, filing, mailing, forms, and daily team workflow.
  • Complete firm-required continuing education and regulatory requirements applicable to registered people.

Qualifications / Skills

  • Strong client service orientation and excellent interpersonal skills.
  • Professional written and verbal communication skills, with the ability to manage tone effectively across phone and email.
  • Ability to interact confidently with C-suite executives, founders, senior investors, and high-net-worth clients.
  • Proactive mindset with strong follow-through and attention to detail.
  • Highly organized and able to manage multiple priorities in a fast-paced environment.
  • Sound judgment and discretion when handling confidential client information.
  • Strong temperament for a client-facing role, including composure, responsiveness, and professionalism under pressure.
  • Ability to collaborate effectively with Financial Advisors, clients, and internal partners.
  • Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
  • Strong desire to learn, grow, and build a long-term career within the team.

Required Background

  • Bachelor's degree required.
  • 1-5 years of relevant wealth management, brokerage, financial services, client service, sales support, or trading support experience.
  • Active SIE, Series 7, Series 63, and Series 65 or Series 66 preferred.
  • Candidates with approximately one year of experience and active licenses will be considered.

Desired Experience / Skills

  • Prior experience as a Client Service Associate, Registered Client Associate, Sales Associate, Wealth Management Associate, Trading Assistant, or similar role.
  • Familiarity with 10b5-1 trading plans, restricted stock, concentrated equity positions, and executive trading considerations.
  • Exposure to estate planning, tax planning, cash flow modeling, insurance, investment management, or financial planning workflows.
  • Experience with account opening, KYC, asset/cash transfers, trade settlement, wires, ACH, ACATs, and client documentation.
  • Familiarity with financial sponsors, PE/VC firms, founders, executives, or private company clients, particularly in biotech, healthcare, or growth sectors.
  • Experience with tools such as eMoney, MoneyGuidePro, FactSet, Bloomberg, Pershing NetX360, Addepar, Black Diamond, Advent, or similar platforms is a plus.
  • Basic understanding of markets, asset classes, portfolio construction, equity compensation, and executive wealth planning.

New York, NY Full Time Salary Range of $75,000 - $95,000 with overtime eligibility. 

#LI-DNI

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.

The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.


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