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Client Operations Associate Jobs in Beacon, NY (NOW HIRING)

Gallagher

Client Service Manager II

Danbury, CT · On-site

Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth. Operational Excellence: * Ensure accurate client and policy data is maintained within ...

CBRE

Sr. Maintenance Technician

Fishkill, NY · On-site

$90K/yr

Come join our global network of professionals supporting client operations across CBRE. Looking for growth and career advancement? Upon completing six months of successful service, associates may ...

CBRE

Maintenance Technician

Fishkill, NY · On-site

$71K/yr

Come join our global network of professionals supporting client operations across CBRE. Looking for ... Associate's or higher degree from a vocational school or college with a focus in the mechanical or ...

CBRE

Maintenance Technician

Fishkill, NY · On-site

$71K/yr

Come join our global network of professionals supporting client operations across CBRE. Looking for ... Associate's or higher degree from a vocational school or college with a focus in the mechanical or ...

Gallagher

Private Client Supervisor

Bedford Hills, NY

... Associates, empowering them to achieve greatness while ensuring our clients receive the high ... operational service delivery or shared services environment * Keen understanding of professional ...

Posted today

The Ferrara Management Group, Inc.

Be Seen First

Accounting Associate

Bedford Hills, NY · On-site

$55K - $65K/yr

Role Overview The Accounting Associate will function as a full-charge bookkeeper, managing the day-to-day accounting operations for a portfolio of client associations, ensuring accurate financial ...

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Showing results 21-40

All JobsClient Operations Associate JobsClient Operations Associate Jobs in Beacon, NY

Client Operations Associate information

See Beacon, NY salary details

$11

$26

$53

How much do client operations associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client operations associate in Beacon, NY is $26.14, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $30.19 per hour, depending on experience, location, and employer.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

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

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What is the role of a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth communication, and supporting service delivery. They often handle onboarding, troubleshoot issues, and use tools like CRM systems to maintain accurate client data. Strong organizational and communication skills are essential for this role.

What cities near Beacon, NY are hiring for Client Operations Associate jobs?

Cities near Beacon, NY with the most Client Operations Associate job openings:

Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Beacon, NY as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,379 per year, or $26.1 per hour.

Senior Registered Private Client Associate - Garden City, NY

janney

Montgomery, NY • On-site

$75K - $90K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 6 days ago

Job description

As a Senior Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns.  You may be asked to perform operational responsibilities as well.

What you are good at

  • Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
  • Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
  • Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
  • Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

What you have
Requirements:

  • High School diploma; Associate’s or Bachelor’s degree preferred
  • At least five years’ experience as a Registered Private Client Associate
  • Series 7, 63 and 65, or 66
  • Excellent customer service skills
  • Proficient skills in Word, Excel, PowerPoint, and Outlook
  • Able to work effectively in a fast paced, deadline-oriented environment
  • Strong attention to detail
  • Able to work effectively as part of a team
  • High ethical standards

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.   Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k).  The salary range for this position will be $75,000 to $90,000.  Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

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