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Client Associate Jobs in New York (NOW HIRING)

UBS

Client Associate

New York, NY · On-site

$70K - $76K/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 ...

Dime Community Bank

Client Associate

Manhattan, NY · On-site

$50K - $60K/yr

The Client Associate is responsible for opening, closing, selling, and servicing all of the bank's deposit, commercial and consumer loan products to new and existing customers in the Private Banking ...

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 ...

Rockefeller Financial

Client Associate

Manhattan, NY · On-site +1

$70K - $90K/yr

The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in ...

Neuberger Berman

Client Associate

New York, NY · On-site +1

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

Neuberger Berman Group LLC

Client Associate

New York, NY · On-site

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

Nb

Client Associate

New York, NY · On-site +1

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

Neuberger Berman

Client Associate

Manhattan, NY · On-site +1

$80K - $110K/yr

Private Wealth Client Service Associate The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The ...

Neuberger Berman Group LLC

Client Associate

Manhattan, NY · On-site +1

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

Neuberger

Client Associate

Manhattan, NY · On-site +1

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

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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 Jun 16, 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.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 June 2026, with employment types broken down into 79% Full Time, 16% Part Time, 4% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $55,757 per year, or $26.8 per hour.

Client Associate

Community National Bank New York

Manhattan, NY • On-site

$50K - $60K/yr

Full-time

Posted 15 days ago

Job description

Summary: Dime Commercial Bank (Dime) is currently hiring for a Client Associate for one of its Private Banking teams at one of our corporate offices in Midtown Manhattan. The Client Associate is responsible for opening, closing, selling, and servicing all of the bank’s deposit, commercial and consumer loan products to new and existing customers in the Private Banking Group Directors’ portfolio. The role is also responsible for contributing to the goals of the Private Banking Group Directors through needs-based selling.

Salary commensurate with experience, ranging from $50,000 to $60,000 annually. The exact compensation may vary based on relevant experience, skills, education, training, licensure and certifications, and location.

All applicants must attach a recent resume. This is an in-office roles.

Responsibilities:

  • Open, close, sell, and service all of the bank’s deposit, commercial and consumer loan Possess current, in-depth knowledge of the bank’s products and services and employ this knowledge to provide appropriate solutions to customers’ financial needs.
  • Support the new business development efforts of the Group Directors through office sales, phone contact with customers/prospects, and direct mail campaigns/follow-up. May also engage in outside calling and networking activities.
  • Perform New Account and File Maintenance Reviews to ensure the accuracy and integrity of data for SOX 404 purposes.
  • Possess thorough knowledge and ability to properly execute regulatory and compliance Possess current knowledge of regulatory requirements, including but not limited to, BSA, Reg CC, Reg DD, Reg E.
  • Receive and investigate customer inquiries in a confidential and timely manner.
  • Make decisions within their realm of authority (i.e., overdrafts, overrides, signature guarantees, staffing) in lieu of management when appropriate. Review, submit, process, and close commercial and consumer loan requests.
  • Screen and respond to routine external correspondence and incoming calls. Prepare memos, thank you notes, follow-up letters, forms, and legal documents.
  • Adhere to all Bank policies and procedures.
  • Follow instructions for any other duties as assigned.

 

Qualifications:

  • High School Diploma or equivalent and/or minimum two years’ retail banking experience.
  • Exemplary professionalism and customer service skills.
  • Must be resourceful and flexible.
  • Meet criteria for satisfactory credit history.
  • Strong Microsoft Office knowledge (previous spreadsheet use key). Director experience or similar archival tool. Strong Fiserv experience.
  • Transaction research and working knowledge of regulations impacted by this function through various resources.
  • Must comply with all state and federal regulations.

Apply