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Client Relationship Assistant Jobs in New York (NOW HIRING)

Morgan Stanley

Client Relationship Analyst

New York, NY · On-site

$35K/yr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research ...

UBS

Associate Client Relationship Manager

New York, NY · On-site

$75K - $95K/yr

... assist in sales pitches, portfolio reviews, proposal decks, operational resolution and provide ... client relationship manager based in New York. The Wholesale Client Coverage team is a sales and ...

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Client Relationship Assistant information

See New York salary details

$31.7K

$62.8K

$107.2K

How much do client relationship assistant jobs pay per year?

As of Aug 30, 2026, the average yearly pay for client relationship assistant in New York is $62,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,600.00 and $71,100.00 per year, depending on experience, location, and employer.

What is a client relationship assistant?

Client Relationship Assistants are professionals who support account managers or client service teams by maintaining strong relationships with clients. They handle daily communications, help resolve client concerns, coordinate meetings, and ensure client needs are met efficiently. Their role is essential in fostering client satisfaction and loyalty, which often leads to repeat business and positive referrals. They may also assist with administrative tasks, updating records, and preparing reports to help the team deliver excellent service.

How does a client relationship assistant typically collaborate with account managers and other departments?

Client Relationship Assistants play a crucial role in supporting account managers by handling routine client communications, scheduling meetings, and ensuring client needs are promptly addressed. They often act as a bridge between clients and various internal teams such as sales, marketing, and customer support, helping to coordinate responses and deliverables. This collaborative approach ensures that clients receive consistent and timely service, while also allowing the assistant to gain exposure to different aspects of the business, which can be valuable for career growth.

What are the key skills and qualifications needed to thrive as a client relationship assistant, and why are they important?

To thrive as a Client Relationship Assistant, you need strong communication skills, attention to detail, and a background in business or customer service, often supported by a relevant diploma or degree. Familiarity with CRM software, office productivity tools, and sometimes experience with data entry systems are typically required. Exceptional interpersonal skills, problem-solving abilities, and a proactive attitude help you build rapport and address client needs effectively. These skills ensure positive client experiences, efficient issue resolution, and ongoing business growth through strong client relationships.

Is customer relationship assistant a stressful job?

A client relationship assistant role can involve handling customer inquiries, resolving issues, and maintaining positive interactions, which may be stressful during busy periods or when managing difficult clients. However, the job typically requires strong communication skills and organization, and stress levels vary depending on workload and work environment.

What does a client relationship assistant do?

A client relationship assistant supports maintaining positive relationships with clients by handling communication, scheduling meetings, and addressing client inquiries. They often use customer relationship management (CRM) software and require strong communication and organizational skills to ensure client satisfaction and retention.

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

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

What are popular job titles related to Client Relationship Assistant jobs in New York?

For Client Relationship Assistant jobs in New York, the most frequently searched job titles are:

What job categories do people searching Client Relationship Assistant jobs in New York look for?

The top searched job categories for Client Relationship Assistant jobs in New York are:

What cities in New York are hiring for Client Relationship Assistant jobs?

Cities in New York with the most Client Relationship Assistant job openings:

Client Relationship Assistant jobs near you
Infographic showing various Client Relationship Assistant job openings in New York as of August 2026, with employment types broken down into 81% Full Time, and 19% Part Time. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $62,779 per year, or $30.2 per hour.

Client Relationship Manager

Cary Street Partners Financial LLC

Morristown, NJ • On-site

Full-time

Posted 22 days ago

Job description

Description:

 The Client Relationship Manager provides primary support to the Wealth Management Group in managing, retaining, and deepening client relationships. The position will provide support to Financial Advisors and assist in all areas of client operations, using exceptional communication skills and execution of responsibilities in maintaining client accounts. 


Position Responsibilities and Essential Functions

  • Builds, strengthens & retains client relationships by proactively meeting & when possible, exceeding client expectations.
  • Takes a strategic perspective in managing existing client relationships by understanding client goals and concerns and seeking solutions to client needs.
  • Regularly communicates with clients to keep advisor appraised of life events and changes in financial circumstances or goals.
  • Provides a consistently positive client experience through excellent service and execution in maintaining client accounts.
  • Proactively maintains client accounts within custodian and firm systems
  • Displays deep industry knowledge in assisting clients.
  • Follows strict adherence to all CSP compliance policies, procedures, and standards.
  • Manages complex client accounts, including business/corporation accounts as well as ultra-high net worth families.
  • Makes recommendations to clients that are in-line with their existing strategies, including rollovers & new accounts when requested.
  • Participates in client meetings, takes meeting notes & inputs them into Salentica, and manages action items.
  • Creates internal performance reports to review with Financial Advisor.
  • Manages ramq submission and facilitates rollover calls & transfers.
  • Trades & recommends ways to raise cash.
  • Reviews positions in account and cost basis to evaluate tax consequences.
  • Completes tax loss harvesting trades under FA direction.
  • Performs trade reconciliations within Black Diamond or custodian platform.
  • Assists with the establishment and maintenance of advanced administrative services, including Priority Lines of Credit, and Private Equity/Credit or direct indexing offerings
  • Coordinates with external COIs like CPAs, realtors, executive assistants, and estate attorneys to create a "family office" experience

Professional Experience

  • Five years prior experience in a similar role within the financial services industry.
  • Bachelor’s degree or Associate’s degree required.
  • Experience with Charles Schwab custodial and client relationship management systems preferred.


Requirements: