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Client Relationship Associate Jobs in New York (NOW HIRING)

Pathstone

Associate Director, Client Advisory

New York, NY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ... This role combines client relationship management, investment implementation, wealth planning ...

Socket.dev

Associate Director, Client Advisory

Manhattan, NY · On-site

$120 - $160/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ... This role combines client relationship management, investment implementation, wealth planning ...

Pathstone

Associate Director, Client Advisory

New York, NY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering ... This role combines client relationship management, investment implementation, wealth planning ...

Citizens Financial Group, Inc.

PW Client Associate

Tarrytown, NY · On-site

$37.50 - $47.59/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Wealth Manager Client Service Associate The Wealth Manager Client Service Associate (CSA) is ... The incumbent is responsible for client relationship management, which includes developing and ...

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Client Relationship Associate information

See New York salary details

$27.4K

$51.5K

$73.3K

How much do client relationship associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client relationship associate in New York is $51,517.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $54,700.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

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

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

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 Associate jobs in New York?

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

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

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

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

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

Client Relationship Associate jobs near you
Infographic showing various Client Relationship 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 $51,517 per year, or $24.8 per hour.

Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice Pres

iCapital

New York, NY • On-site

$100K - $140K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Job description

About the Role
iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a client-facing, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to the BD channel. This individual will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives.
Responsibilities
  • Support senior Relationship Managers across all IBD client and prospect relationships, serving as an active participant in day-to-day account management and business development activity.
  • Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal cross-functional teams on iCapital's suite of enterprise technology solutions.
  • Help manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests.
  • Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel.
  • Support internal project management efforts, including maintaining CRM data, pipeline tracking, and team reporting.
  • Coordinate with Product and Engineering teams to facilitate client integrations and the delivery of key platform functionality.
  • Develop a strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects.
Qualifications
  • 2-5 years of experience in a client-facing, business development, or relationship management role, ideally within financial services or enterprise technology
  • Foundational knowledge of structured investments with a strong interest in deepening expertise in the asset class
  • Direct experience working for or with wealth management firms, specifically BDs is a plus
  • Excellent verbal and written communication skills
  • Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously
  • Collaborative team player who thrives in a fast-paced environment and is eager to take on increasing responsibility over time
  • Series 7 and 63 licenses are preferred; willingness to obtain if not already held
Benefits
The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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