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Client Associate Jobs in Rye, NY (NOW HIRING)

Client Associate

New York, NY ยท On-site

$65K - $85K/yr

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

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

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

Registered Client Associate

New York, NY ยท On-site

$75K - $85K/yr

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

Private Client Associate

Melville, NY ยท 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 ...

Private Client Associate

Melville, NY ยท 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 ...

Corporate Client Associate

Manhattan, NY ยท 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 ...

Corporate Client Associate

Hempstead, NY ยท 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 ...

Corporate Client Associate

New York, NY ยท 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 ...

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.

Showing results 21-40

Client Associate information

See Rye, NY salary details

$19.6K

$54K

$80K

How much do client associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client associate in Rye, NY is $54,004.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $65,700.00 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 job categories do people searching Client Associate jobs in Rye, NY look for? The top searched job categories for Client Associate jobs in Rye, NY are:
What cities near Rye, NY are hiring for Client Associate jobs? Cities near Rye, NY with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Rye, NY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $54,004 per year, or $26 per hour.

Corporate Client Associate

Dream Opportunity

New York, NY โ€ข Remote

Other

This job post hasย expired today.ย Applications are no longer accepted.


Job description

Corporate Client Associate

Position Title: Corporate Client Associateย 

Department: Corporate Partnershipsย 

Location: Remote-First / Global Teamย 

Reports To: Corporate Client Managerย 

Collaborates With: CEO, Project Manager, Program Developers, Executive Advisory Council


Role Overview

Dream Opportunity is hiring a Corporate Client Associate to support the development, execution, and expansion of high-value partnerships with Fortune 500 companies and global brands. These partnerships range from 5- to 7-figure investments and directly fuel life-changing access for under-resourced students across the world.

In this role, you'll contribute to research, proposal development, client communications, and execution of strategic initiatives-ensuring that each partnership is both high-impact and operationally sound. You'll work closely with our CEO and Corporate Client Manager to manage the full lifecycle of corporate engagement: from initial outreach and proposal preparation to post-meeting deliverables and impact reporting.

This is an ideal opportunity for individuals who want to operate at the intersection of business strategy and social impact-contributing to economic mobility at scale while learning how to manage relationships with global brands. This role is also a launchpad: top performers will have the opportunity to graduate into the Corporate Client Manager position, owning a full portfolio of Fortune 500 clients and leading strategic partnerships from end to end with the support of associates, project managers and program developers.

This is a fast-paced, globally-oriented role requiring strong cross-cultural communication skills, attention to detail, and a genuine passion for mission-aligned partnerships.

Key ResponsibilitiesStrategic Partnership Execution
  • Draft and refine pitch decks, engagement proposals, and follow-up deliverables.

  • Coordinate with internal teams to ensure visual quality, consistency, and timely finalization.

  • Prepare strategic briefing materials and session outlines for internal and client meetings.

Client Communications & Relationship Support
  • Manage external communications with accuracy and professionalism.

  • Help develop impact-oriented quarterly reports and bi-monthly newsletters.

  • Track correspondence, action items, and meeting documentation.

  • Assist with invoicing corporate clients

Corporate Research & Pipeline Management
  • Research target companies' initiatives and partnerships to identify areas of alignment.

  • Create executive-informed company profiles to support outreach.

  • Use internal networks and systems to support strategic introductions and pipeline advancement.

Revenue Goals & Reporting
  • Support reaching 2026 corporate revenue targets:

    • Q1: $400,000

    • Q2: $400,000

    • Q3: $400,000

    • Q4: $900,000

  • Monitor deal progress and alert leadership of any potential delays or issues.

  • Assist with financial tracking and revenue reporting, including post-event summaries.

Client Experience & Brand Standards
  • Assist with engagement activities that reinforce long-term partnerships.

  • Conduct final reviews of client-facing documents to ensure quality and brand consistency.

  • Prepare materials and talking points for executive-level meetings.

  • Ensure that every touchpoint reflects Dream Opportunity's five pillars and leads with vision, inclusion, and intentionality.


What Success Looks Like

Candidates who thrive in this role demonstrate precision, responsiveness, and strategic effectiveness. You'll handle complex tasks with minimal supervision and maintain a high standard of operational excellence. Success means translating business conversations into career-changing student outcomes and continued partnership value.


Career Advancement

High-performing Associates will be eligible for promotion to Corporate Client Manager, at which point responsibilities will include:

  • Managing end-to-end relationships with corporate partners.

  • Leading strategic negotiations and proposal development.

  • Representing the organization externally.

  • Driving long-term partnership revenue and impact.

  • Develop and gain high touch client engagement and relationships


Preferred Background
  • Graduate degree or equivalent experience in:

    • Business (e.g., MBA or similar)

    • Public Policy or Administration

    • Strategic Communications or Organizational Leadership

    • Education, Workforce Development, or Social Innovation

  • 2-4 years of experience in client-facing, strategy-driven, or project execution environments.

  • Exceptional writing, presentation, and interpersonal skills.

  • Highly organized, proactive, and results-oriented.


Operational Tools
  • Monday.com - For tracking partnerships, projects, and revenue goals

  • Google Workspace - For proposals, documents, and reporting

  • Canva - For designing decks and visual assets

  • Slack - For internal communication and coordination

  • AI Tools - Chat GPT, Claude, etc. may be used for certain tasks + accuracy proofing of work

  • CRM & Financial Tools - For tracking deals and invoicing

Why This Role Matters

The partnerships you help secure and manage will create lasting opportunitiesopportunity for students-opening doors to mentorship, career exposure, and supportive networks. This role offers high-impact work, technical challenge, and meaningful legacy through service.


Additional Contextย 
  • Some weekend work or overtime may be required during peak season.

  • Some travel may be required for this position locally and or globally.ย 


About Us

The Dream Opportunity is a global nonprofit connecting under-resourced students with Fortune 500 and multi-billion dollar companies for career exploration, mentorship, and placement. With operations in the US, UK, Canada, India, Philippines, Singapore, and Mexico, we are rapidly expanding and looking for an experienced Human Resources Manager to help evolve and refine our HR practices for greater global impact. We currently have around 50 employees and contractors, with 8 employees and the rest being contractors. We hire approximately 5 contractors per quarter and 1 employee per quarter. (When needed)ย 

Dream Opportunity seeks mission-driven talent committed to excellence, growth, and real-world impact. If you're ready to take ownership, build a pipelinebuild pipeline, and advance opportunities for students, we'd love to meet you.


Why Join Us
  • Make an Impact: Play a key role in helping under-resourced students worldwide access career opportunities with top companies.ย ย 

  • Creative Freedom: Work in an environment where your ideas are heard and implemented, without significant bureaucracy.

  • Collaborative Culture: Be part of a team that genuinely wants to see you succeed, with multiple people invested in your growth and success.ย ย 

  • Global Team: Work with colleagues across the United States, North America, Europe, Asia, Africa, and more.

  • Exclusive Opportunities: Gain exposure to virtual and in-person events with multi-billion dollar companies and Fortune 500 organizations.ย  Fun & Impactful Work: Join an inspiring, easy-going team, where impactful work is done in a fun and supportive culture.ย ย 


Application Instructions

If you are a leader with experience looking to take your career to the next level, this is the opportunity for you.