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Client Engagement Associate Jobs in New York (NOW HIRING)

BlackRock

Preqin Client Experience, Associate

New York, NY · On-site

  • Medical

  • Retirement

We partner closely with Client Engagement, Product, Data, and the broader Aladdin ecosystem to ... Job Overview The Associate, Preqin Client Experience plays a critical role in shaping how clients ...

Morgan Stanley

VEA - Team Manager

Purchase, NY · On-site

The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial ... By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client ...

Jordan Park Group

Associate, Client Advisory

New York, NY · On-site

$125K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Associate, Client Advisory New York, New York Your Role The Client Advisory Team is looking for an ... Having strategic conversations around client engagement with Client Advisors - not just delivering ...

Jordan Park Group

Associate, Client Advisory

Manhattan, NY · On-site

$125K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Associate, Client Advisory Jordan Park provides investment management and financial advice to a ... Having strategic conversations around client engagement with Client Advisors - not just delivering ...

Jordan Park Group

Associate, Client Advisory

New York, NY · On-site

$125K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Associate, Client Advisory New York, New York Your Role The Client Advisory Team is looking for an ... Having strategic conversations around client engagement with Client Advisors - not just delivering ...

Zelis

Client Solutions Consultant

Morristown, NJ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Client Engagement and Relationship Management * Serve as the trusted advisor and primary point of ...

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Showing results 21-40

All JobsClient Engagement Associate JobsClient Engagement Associate Jobs in New York

Client Engagement Associate information

See New York salary details

$25.2K

$51.4K

$79.3K

How much do client engagement associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client engagement associate in New York is $51,378.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $60,700.00 per year, depending on experience, location, and employer.

What is a client engagement associate?

A Client Engagement Associate is a professional responsible for building and maintaining strong relationships with clients to ensure their satisfaction and loyalty. They act as the primary point of contact, addressing client needs, resolving concerns, and supporting account management activities. Their role often includes onboarding new clients, providing updates on products or services, and coordinating with internal teams to deliver exceptional client experiences.

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

To thrive as a Client Engagement Associate, you need strong communication, relationship-building, and problem-solving skills, typically supported by a bachelor's degree in business, marketing, or a related field. Familiarity with CRM software, project management tools, and customer analytics platforms is often important. Exceptional interpersonal skills, adaptability, and a proactive attitude help you stand out in client interactions. These competencies are crucial for fostering client satisfaction, building long-term partnerships, and driving business growth.

What are some common challenges a client engagement associate may face when managing multiple client accounts?

Client Engagement Associates often juggle several client accounts simultaneously, which can present challenges such as prioritizing tasks, maintaining clear communication, and ensuring timely follow-ups. Balancing client expectations while meeting internal deadlines requires strong organizational skills and adaptability. It's important to develop effective time management strategies and leverage CRM tools to stay organized and responsive. Additionally, proactively addressing client concerns can help build trust and foster long-term relationships.

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

AspectClient Engagement AssociateCustomer Service Representative
Required CredentialsTypically a bachelor's degree in business, marketing, or related fieldHigh school diploma or equivalent; some roles prefer post-secondary education
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or online support platforms
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, hospitality
Common Search & ComparisonFocuses on building long-term client relationships and engagement strategiesPrimarily addresses customer inquiries and resolves issues

The main difference is that a Client Engagement Associate concentrates on fostering ongoing relationships and strategic engagement with clients, often in a professional or corporate setting. In contrast, a Customer Service Representative handles immediate customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but serve different purposes within their industries.

What are the most commonly searched types of Client Engagement jobs in New York?

The most popular types of Client Engagement jobs in New York are:

What cities in New York are hiring for Client Engagement Associate jobs?

Cities in New York with the most Client Engagement Associate job openings:

Client Engagement Associate jobs near you
Infographic showing various Client Engagement Associate job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, and 5% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $51,378 per year, or $24.7 per hour.

PWM Field Engagement Associate

Morgan Stanley

New York, NY • On-site

$70K - $115K/yr

Full-time

Re-posted 5 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

31st of 150 rated financial services

Job description

PWM Field Engagement Associate
Role Summary
The PWM Client Service and Operations (CSO) team is a home office team delivering segmented service for Private Wealth Management's largest and most complex clients and advisors. The CSO team partners across platform, control partners, Field Service and Operations in driving segmentation. In this role, you will support field engagement and adoption across key CSO field engagement programs, including role-based cohorts and proprietary information series (e.g., PWM/IWM First Take), while partnering closely with stakeholders across PWM and Wealth Management.
Key Responsibilities
  • Drive engagement with PWM Service Professionals through topical training sessions and role-based cohorts.
  • Manage recurring meeting cadences and content, including the First Take and Analyst Connect series.
  • Execute daily program support and program management activities across the PWM Certified designation program.
  • Identify process improvement opportunities and partner with stakeholders to implement enhancements.
  • Draft, maintain, and update program policies and procedures; escalate potential gaps and partner with Legal, Risk, and Compliance as needed.
  • Serve as a resource to Advisors, Service Professionals, and Branch Management; connect stakeholders to the appropriate Wealth Management partners.
  • Coordinate internal designation launches with Field Services and support broader field-facing initiatives.
  • Prepare and coordinate quarterly business review materials for senior management.
  • Provide regular updates to senior PWM Home Office leadership.
  • Develop and maintain senior leadership-ready strategy decks and presentations (PowerPoint), translating complex program updates into clear, thoughtful, and creative narratives; ensure high-quality visual standards, message discipline, and consistency across materials.
  • Ensure adherence to applicable industry rules, regulations, and firm policies.

Qualifications
  • Bachelor's degree required.
  • 3+ years of relevant experience in financial services (or related experience).
  • Ability to obtain required securities license(s), as applicable.
  • Demonstrated strong compliance mindset and track record.

Skills & Competencies
  • Strong written and verbal communication skills.
  • Advanced PowerPoint skills, including building and editing complex decks (storyboarding, executive-ready formatting, and translating complex content into clear visuals).
  • Proficiency in Microsoft Excel.
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
  • Interest in learning and applying compliance rules, regulations, and firm policies.
  • Knowledge of financial products and the financial services industry.
  • Comfortable leveraging AI-enabled tools (e.g., agents, Copilot) to improve productivity and execution.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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