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Client Service Associate Entry Level Jobs in New York

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

Client Service Associate

Manasquan, NJ · On-site

$65K - $95K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Client Service Associate

New York, NY · On-site

$15.75 - $22/hr

Client Services Associate Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional ...

Client Service Associate

Purchase, NY · On-site

$58K - $115K/yr

Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a ...

Client Service Associate

Purchase, NY · On-site

$58K - $115K/yr

Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a ...

Client Services Associate Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional ...

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

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Client Service Associate Entry Level information

Is a customer service associate a good first job?

A client service associate entry-level position is often suitable as a first job because it develops communication, problem-solving, and customer management skills. It typically requires basic computer skills and offers on-the-job training, making it accessible for those starting their careers.

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

Can an associate be entry level?

Yes, a Client Service Associate entry level position is designed for individuals with little to no prior experience in client service or finance. These roles typically require basic communication skills, a willingness to learn, and may involve training on specific tools or systems used in the industry.

What jobs pay 4000 a week without a degree?

A Client Service Associate at an entry-level can potentially earn around $4,000 a week through commissions, bonuses, or high-volume sales, especially in financial services or sales roles. Such earnings typically require strong communication skills, sales ability, and experience, often with certifications or licenses like FINRA for finance-related positions. High weekly pay without a degree is uncommon and usually involves commission-based roles or entrepreneurial ventures.

What is the career path for a client service associate?

A client service associate can advance to roles such as senior associate, client relationship manager, or financial advisor by gaining experience, developing client management skills, and obtaining relevant certifications like the Series 7 or Series 63. Progression often involves increasing responsibilities, specialization, and sometimes further education in finance or related fields.
What are popular job titles related to Client Service Associate Entry Level jobs in New York? For Client Service Associate Entry Level jobs in New York, the most frequently searched job titles are:
What job categories do people searching Client Service Associate Entry Level jobs in New York look for? The top searched job categories for Client Service Associate Entry Level jobs in New York are:
What cities in New York are hiring for Client Service Associate Entry Level jobs? Cities in New York with the most Client Service Associate Entry Level job openings:
Infographic showing various Client Service Associate Entry Level job openings in New York as of July 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Remote job distribution.
Client Service Associate

Client Service Associate

redShift

Manhattan, NY • On-site

$22 - $25/hr

Full-time

Re-posted 27 days ago


Job description

Client Service Associate
Location: New York, NY
Pay Rate: $22-$25 per hour + performance-based bonuses
Type: Full-Time | Onsite
Industry: Financial Services (Wealth Management & Private Equity)
Position Overview
A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. This role blends administrative support with client-facing responsibilities and offers strong training, professional development, and long-term growth opportunities.
The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations. While this role may be based near the front of the office, it is not a receptionist position and involves meaningful operational and client support work.
Key Responsibilities
  • Provide administrative and client service support to wealth management professionals
  • Greet clients and visitors in a professional, welcoming manner
  • Prepare, review, and process documentation with a high level of accuracy
  • Manage emails, scheduling, and internal coordination for assigned teams
  • Support data entry, reporting, and document management using financial systems
  • Assist with ongoing client service requests and follow-up activities
  • Learn and utilize financial software platforms; training provided
  • Support day-to-day office operations as needed

Job Requirements
Qualifications
  • Highly organized, detail-oriented, and professional demeanor
  • Strong numerical aptitude with excellent accuracy
  • Prior administrative or client support experience preferred
  • Proficiency with Microsoft Office, especially Excel and PDF tools
  • Ability to learn financial services software and processes
  • Bachelor's degree preferred but not required
  • Financial services experience or investment licenses are a plus
  • Stable work history and strong reliability required
  • Willingness to work onsite in a New York City office daily

To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-me

redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.