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Client Associate Jobs in New York (NOW HIRING)

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Client Associate

New York, NY · On-site +1

$80K - $100K/yr

Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Applicants must be authorized and have the right to work in the country where ...

IMA Financial Group

Client Associate

Harrison, NY · On-site

$50K - $55K/yr

Values and understands the importance of diversity, equity, and inclusion among all IMA associates ... client-facing work products in the Center of Excellence. * Auto ID Cards, Claim Reporting ...

Neuberger Berman Group LLC

Client Associate

New York, NY · On-site

$80K - $100K/yr

Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Applicants must be authorized and have the right to work in the country where ...

Neuberger Berman

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Applicants must be authorized and have the right to work in the country where ...

UBS

Registered Client Associate

New York, NY · On-site

$75K - $85K/yr

As a Registered Client Associate, you'll play an important role in servicing clients and supporting the business. Your expertise • SIE, Series 7 and 66 licenses • Ideally 2-3 years of experience ...

UBS

Registered Client 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 Associate to: • keep management systems up-to-date with client information • educate clients on account services and ...

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 ...

IMA Financial Group

Client Associate

Harrison, NY · On-site

$50K - $55K/yr

Values and understands the importance of diversity, equity, and inclusion among all IMA associates ... client-facing work products in the Center of Excellence. * Auto ID Cards, Claim Reporting ...

Dream Opportunity

Corporate Client Associate

Newark, NJ

$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 1-20

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.

Registered Senior Client Associate

Sanctuary Wealth Group LLC

Morristown, NJ

$100K - $135K/yr

Other

Dental, Vision, Retirement, PTO

Posted 25 days ago

Job description

Description

(Registered) Senior Client Service Associate, Wealth Management 

Location: Morristown, NJ (In-office, Monday-Friday) 

Compensation Range: See details below.

Type: Full-Time

Reports To: Senior Advisor

Firm: Quorum Private Wealth - East 


Join Our Team at Quorum Private Wealth -  Managing meaningful wealth brings both complex challenges and exciting opportunities. At Quorum Private Wealth, our approach is rooted in integrity, collaboration, and deeply personal relationships with multi-generational families. We are a growing, high-touch advisory practice operating under Sanctuary Wealth, serving a select group of households with a strong emphasis on financial planning, investment strategy, and long-term trust. 


As we continue to scale, we are building a team of highly organized, execution-driven professionals who take pride in operational excellence, proactive client service, and seamless behind-the-scenes support.


Position Overview - Quorum Private Wealth - East is seeking an Registered Senior Client Associate to act as a trusted partner to advisors and a central point of coordination across client service, operations, and relationship management. This individual will oversee complex client servicing needs, support high-net-worth client relationships, manage operational workflows, and help ensure consistency, efficiency, and excellence across the practice.


This individual will play a highly visible role both internally and externally, serving as a primary day-to-day contact for clients while partnering closely with advisors to execute deliverables, manage priorities, and maintain exceptional service standards.


Your Role & Responsibilities
You will support end-to-end operations that impact client service and firm efficiency, including but not limited to:


Client Service & Operational Support

  • Serve as a primary point of contact for high-net-worth and ultra-high-net-worth clients regarding service requests, account needs, and ongoing relationship support
  • Build strong, trusted relationships through proactive communication, responsiveness, and attention to detail
  • Coordinate and prepare for client meetings, including scheduling, agenda preparation, follow-up items, reporting, and deliverable execution
  • Anticipate client needs and proactively identify opportunities to enhance the client experience
  • Support advisors in delivering a high-touch, concierge-level service model across all client interactions
  • Manage sensitive client situations with professionalism, discretion, and urgency 

Wealth Management Operations & Account Onboarding

  • Oversee complex operational workflows including:
  • New account openings, Account transfers (ACATs), Money movement requests, Alternative investment paperwork, Beneficiary updates, Required minimum distributions, Cash management requests, Estate and trust account administration support
  • Review and process wires, ACHs, journals, checks, deposits, and other transactional requests in accordance with firm policies and compliance standards
  • Ensure accuracy, completeness, and timeliness of all client documentation and operational processing
  • Coordinate directly with custodians, vendors, and internal partners to resolve operational issues efficiently
  • Maintain accurate books and records while ensuring adherence to compliance and regulatory standards
  • Identify opportunities for workflow improvement, operational scalability, and process optimization

Advisor & Practice Management Support

  • Act as a strategic operational partner to advisors, helping manage priorities, timelines, and execution across the business
  • Assist with preparation and organization of financial planning deliverables, investment review materials, and client reporting
  • Help oversee internal workflows, task management systems, and service calendars to ensure accountability and follow-through
  • Support business continuity and practice management initiatives as the firm scales
  • Assist with special projects, strategic initiatives, and implementation of operational enhancements

Client Experience & Event Coordination

  • Coordinate personalized client outreach related to life events, milestones, and relationship management initiatives
  • Support planning and execution of client appreciation events, educational seminars, and firm-hosted experiences
  • Help maintain consistency in client communications and overall brand presentation

Operational & Office Support

  • Assist with client technology troubleshooting 
  • Manage FedEx and outgoing mail coordination 
  • Support building-related issues and vendor coordination as needed 
  • Oversee administrative workflows and internal task queues

Requirements

  What We're Looking For

  • 4-10+ years of experience within wealth management, private wealth, family office, or financial services environments
  • Prior experience in roles such as:
    • Senior Client Associate
    • Wealth Management Associate
    • Private Wealth Associate
    • Operations Manager within an RIA or advisory practice
  • Strong understanding of wealth management operations, investment accounts, financial markets, and client service workflows
  • Experience supporting high-net-worth and ultra-high-net-worth clientele preferred
  • Familiarity with custodial platforms such as Pershing, Schwab, Fidelity, or similar
  • CRM experience preferred
  • Strong organizational skills with exceptional attention to detail and follow-through
  • Ability to prioritize and manage multiple competing priorities in a fast-paced environment
  • Excellent written and verbal communication skills
  • High emotional intelligence, professionalism, discretion, and client-centric mindset
  • Self-starter who is proactive, resourceful, and capable of working independently
  • Series 7 and 66/65 preferred or willingness to obtain


Why Join Quorum Private Wealth Management?

  • Competitive Base Salary ($105,000-$135,000 - Commensurate with Experience) + Discretionary Annual Firm Bonus Potential 
  • Opportunity to join a growing, multi-generational advisory practice at a pivotal scaling stage 
  • Direct exposure to senior advisors and high-net-worth client relationships 
  • Collaborative, team-oriented environment rooted in trust and accountability 
  • Opportunity to help shape and build internal processes and client experience infrastructure 
  • Opportunity for professional mentorship 
  • Long-term growth potential within operations, client service, or marketing support tracks 
  • Access to dealth, dental, vision insurance
  • 401(k) Safe Harbor Contribution
  • Paid time off
  • Firm-supported professional development

Apply