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Client Associate Jobs in Merrick, NY (NOW HIRING)

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Client Associate information

See Merrick, NY salary details

$18.9K

$52.2K

$77.3K

How much do client associate jobs pay per year?

As of Jun 13, 2026, the average yearly pay for client associate in Merrick, NY is $52,185.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,500.00 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 job categories do people searching Client Associate jobs in Merrick, NY look for? The top searched job categories for Client Associate jobs in Merrick, NY are:
What cities near Merrick, NY are hiring for Client Associate jobs? Cities near Merrick, NY with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Merrick, NY as of June 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $52,185 per year, or $25.1 per hour.

Corporate Client Associate

Dream Opportunity

New York, NY

$65K - $85K/yr

Other

Posted 8 days ago

Job description

The DO is not just a job, it is a purpose. The Dream Opportunity (DO) is a global nonprofit that connects under-resourced students to Fortune 500 careers. We partner with the world's most influential companies-including JPMorgan Chase, AT&T, Mars, EY, and Warner Bros. Discovery-to create career-defining experiences for students who have never had access to that world. We operate across the U.S., Europe, Asia, and beyond.

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 and in close proximity to the CEO to manage and grow the partnerships that fund real access for our students.

Roles and Responsibilities

  1. Relationship Management: Manage all external client communications, draft quarterly impact reports, and develop bi-monthly partner newsletters.
  2. Event Coordination: Support the end-to-end planning and execution of in-person events inside corporate offices and at trade shows across multiple cities.
  3. Logistics Ownership: Manage event timelines, vendor coordination, student/volunteer lists, and day-of operations.
  4. Executive Support: Prepare the CEO for high-stakes meetings with briefings, talking points, and background research on attendees.
  5. Pipeline & Research: Maintain the partner pipeline in Monday.com and build detailed profiles on target Fortune 500 companies, focusing on CSR and DEI initiatives.
  6. Strategic Outreach: Support personalized outreach campaigns to secure and deepen partner relationships.
  7. Deliverable Ownership: Own all follow-ups from meetings and track outstanding accounts receivable items to ensure nothing falls through the cracks.

Ideal Candidate / Qualifications

  1. Experience: 4-6 years of experience in client-facing, project coordination, partnerships, or communications roles.
  2. Communication: Exceptional writing skills and the ability to be clear and professional with stakeholders at every level.
  3. Organizational Mastery: Highly organized; able to manage multiple priorities simultaneously and update tasks daily in Monday.com.
  4. Mindset: Proactive by default, comfortable with ambiguity, and able to stay calm under pressure in a fast-moving environment.
  5. Mission Alignment: Deeply cares about connecting underserved students to life-changing opportunities.
  6. Technical Skills: Proficiency in Monday.com, Google Workspace, Canva, and Slack.
  7. Background (Preferred): A degree in Business, Public Policy, or Strategic Communications; experience in nonprofit or CSR environments is a strong plus.

Benefits & Compensation

  1. Salary: $65,000-$85,000 annually
  2. Type: Full-Time, Remote-First / Global Team
  3. Career Growth: Top performers are eligible for promotion to Corporate Client Manager, taking full strategy ownership of Fortune 500 partnerships.
  4. Visibility: This role offers real responsibility and direct interaction with executive leadership.
  5. Impact: Every partnership you help secure changes the trajectory of a student's life.

Apply