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Client Associate Jobs in New York (NOW HIRING)

UBS

Client Associate

New York, NY · On-site

$65K - $85K/yr

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

UBS

Senior Registered Client Associate

New York, NY · On-site

$70K - $95K/yr

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

UBS

Senior Registered Client Associate

New York, NY · On-site

$55K - $85K/yr

Do you know how to take care of people? We're looking for a Senior Registered Client Associate to: • maintain accurate and current client records in management systems • educate clients on ...

UBS

Registered Client Associate

New York, NY · On-site

$75K - $85K/yr

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

EPIC Brokers

Private Client Associate

Melville, NY · On-site

$33.34 - $41.03/hr

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...

EPIC Brokers

Private Client Associate

Melville, NY

$33.34 - $41.03/hr

The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private Clients. RESPONSIBILITES: * Work as a team with ...

Dream Opportunity

Corporate Client Associate

Newark, NJ · On-site

$65K - $85K/yr

We are looking for a Corporate Client Associate to join our remote-first, global team. This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager ...

Dream Opportunity

Corporate Client Associate

Manhattan, NY · On-site

$65K - $85K/yr

We are looking for a Corporate Client Associate to join our remote-first, global team. This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager ...

Dream Opportunity

Corporate Client Associate

Hempstead, NY · On-site

$65K - $85K/yr

We are looking for a Corporate Client Associate to join our remote-first, global team. This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager ...

Dream Opportunity

Corporate Client Associate

New York, NY · On-site

$65K - $85K/yr

We are looking for a Corporate Client Associate to join our remote-first, global team. This is a high-ownership, fast-paced role where you will work directly alongside the Corporate Client Manager ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in New York

Client Associate information

See New York salary details

$20.2K

$55.8K

$82.6K

How much do client associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client associate in New York is $55,757.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $67,800.00 per year, depending on experience, location, and employer.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in New York? The most popular types of Client jobs in New York are:
What are popular job titles related to Client Associate jobs in New York? For Client Associate jobs in New York, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in New York look for? The top searched job categories for Client Associate jobs in New York are:
What cities in New York are hiring for Client Associate jobs? Cities in New York with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in NY? For Client Associate jobs in NY, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $55,757 per year, or $26.8 per hour.

Private Client Associate

The Bank of Missouri

Breezy Point, NY • On-site

Full-time

Retirement, PTO

Re-posted yesterday

Job description

Working at The Bank of Missouri
At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.
About our Company
Staying in business for more than 130 years is hard. Really hard. If you think about it, we've endured many events, like the Great Depression and two World Wars. We've survived and thrived, thanks to our great customers and communities. We were founded on core values of accountability, community service and financial conservatism. Those principles are the reason we are still in business today. Caring for people and communities is our foundation!
We've built a reputation of being financially secure and community focused. We are an independent community bank and fully intend to stay that way. We are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.
Here are some of the great benefits you will enjoy as a member of our team:
  • Competitive Salary
  • Personal paid time off, as eligible
  • 401K and Employee Stock Option Plan, as eligible
  • Fitness reimbursement
  • Learning, development and growth opportunities

About this job:
The Private Client Associate plays a vital role in delivering exceptional customer service and supporting day-to-day branch operations through basic banking services. This role serves as the primary point of contact for customers, building strong relationships through professional, attentive interactions while accurately processing financial transactions. The PCA is responsible for understanding customer needs, providing clear and reliable information, and proactively identifying opportunities to connect customers with products and services that support their financial goals.
In addition to transactional responsibilities, this role contributes to a positive and efficient branch environment by maintaining operational accuracy, ensuring compliance with bank policies and regulatory requirements, and supporting overall branch performance. The ideal candidate demonstrates strong communication skills, attention to detail, and a commitment to delivering a high-quality, relationship-focused customer experience.
The PCA position also plays a vital role in delivering exceptional customer service and providing basic banking services. This role serves as the primary point of contact for customers, building rapport, accurately processing financial requests, and proactively identifying opportunities to connect customers with solutions that meet their financial needs.
As a Private Client Associate you will:
  • Uphold the bank's boutique, business-professional culture by engaging with clients in a polished, courteous, and attentive manner, ensuring a refined customer experience that aligns with our high-end service expectations.
  • Provide exceptional customer service.
  • Actively listens to customer needs and inquiries, providing clear, concise, and accurate information.
  • Proactively identify opportunities to cross sell or refer appropriate banking products and services.
  • Address basic customer concerns and resolve minor issues independently, escalating complex situations to a manager when necessary.
  • Maintain a professional and friendly demeanor in all interactions, ensuring a positive customer experience.
  • Efficiently and accurately process a wide range of financial transactions.
  • Assist with branch opening and closing procedures including securing cash and official documents.
  • Onboarding of deposit accounts
  • Manage and balance a cash drawer with precision, adhering to all cash handling policies and procedures.
  • Adhere strictly to all bank policies, procedures, and federal/state banking regulations (e.g., BSA/AML privacy laws, Regulation CC).

Qualifications for Success:
  • Required Qualifications:
    • High School Diploma or GED equivalent.
    • Strong interpersonal and communication skills, (verbal and written) with the ability to clearly articulate information.
    • A strong customer-focused attitude and a genuine desire to assist others.
    • Ability to manage multiple tasks simultaneously.
    • High level of integrity, trustworthiness, and discretion with sensitive information.
    • Ability to work flexible hours, including some Saturdays, as required by branch operations.
    • Basic computer proficiency, including comfort with Microsoft Office Suite and ability to learn new banking software.
  • Preferred Qualifications:
    • Basic understanding of financial concepts and personal banking.
    • Experience with Jack Henry core processor (Silverlake, Synergy, 4Sight, Xperience, and Onboard The Bank of Missouri is an Equal Opportunity Employer

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