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Client Service Associate Entry Level Jobs in New York

Hanover Bank

Client Service Associate

Freehold, NJ · On-site

$20 - $23/hr

The Client Service Associate enhances the client experience by delivering exceptional service while proactively identifying opportunities to deepen relationships and grow deposits. This role is ...

Hanover Bank

Client Service Associate

Brooklyn, NY · On-site

$15.25 - $21/hr

The Client Service Associate enhances the client experience by delivering exceptional service while proactively identifying opportunities to deepen relationships and grow deposits. This role is ...

Hanover Bank

Client Service Associate

Freehold, NJ · On-site

$14.50 - $20/hr

The Client Service Associate enhances the client experience by delivering exceptional service while proactively identifying opportunities to deepen relationships and grow deposits. This role is ...

Hanover Bank

Client Service Associate

Brooklyn, NY · On-site

$20 - $25/hr

The Client Service Associate enhances the client experience by delivering exceptional service while proactively identifying opportunities to deepen relationships and grow deposits. This role is ...

Morgan Stanley

Client Service Associate

Purchase, NY · On-site

$58K - $115K/yr

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

Vista Wealth Solutions

Client Service Associate

Armonk, NY

$15.50 - $21.50/hr

Overview The Client Services Associate provides insurance and investment service support by handling client requests (beneficiary changes, policy updates, loans, RMDs, withdrawals) with timely ...

Stifel

Client Service Associate

White Plains, NY

$43K - $65K/yr

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...

Stifel

Client Service Associate

White Plains, NY · On-site

$43K - $65K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

Vodia Ventures

Client Service Associate

Manhattan, NY · On-site

$90K - $110K/yr

Client Service Associate Robertson Stephens Wealth Management (RSWM) is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

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All JobsClient Service Associate Entry Level JobsClient Service Associate Entry Level Jobs in New York

Client Service Associate Entry Level information

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.

Is CSR a good entry level position?

A Client Service Associate (CSR) is often considered a good entry-level position because it provides experience in customer service, communication, and problem-solving skills. It typically requires basic computer skills and a professional attitude, making it accessible for those starting their careers in client-facing roles.

How to get a job in customer service with no experience?

To get a client service associate entry-level position with no experience, focus on developing strong communication and problem-solving skills, and highlight any customer interaction or teamwork experience on your resume. Entry-level roles often provide on-the-job training, so demonstrating enthusiasm, a positive attitude, and willingness to learn can improve your chances. Certifications in customer service or related tools like CRM software can also enhance your application.

Is a client service associate an entry-level job?

Yes, a client service associate position is typically considered entry-level, requiring minimal prior experience and often serving as a starting point in customer service or financial industries. The role usually involves developing communication and problem-solving skills and may require basic knowledge of relevant tools or software. Advancement opportunities often exist with experience and additional training.

What job makes $10,000 a month without a degree?

A Client Service Associate at an entry level typically does not earn $10,000 a month without experience or advanced skills. High-paying roles that can reach this level often require specialized skills, certifications, or experience in sales, finance, or technology, and are less common at entry level without a degree. Most jobs offering such salaries involve significant responsibility, performance-based bonuses, or commission structures.
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Infographic showing various Client Service Associate Entry Level job openings in New York as of June 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 100% In-person job distribution.
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

Purchase, NY

Other

Posted 8 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

40th of 138 rated financial services

Job description

Registered Client Service Associate

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

Duties and Responsibilities

Client Support:

  • Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or Financial Advisor/Private Wealth Advisor/team
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
  • Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team
  • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the Financial Advisor/Private Wealth Advisor/team
  • Supporting the Financial Advisors/Private Wealth Advisors/teams' marketing strategy (e.g., website maintenance)
  • Assisting Financial Advisors/Private Wealth Advisors/teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures, and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Administrative Support:

  • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisors/Private Wealth Advisors/teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the Financial Advisor/Private Wealth Advisor
Education, Experience, Knowledge, and Skills

Education and/or Experience:

  • High School Diploma/Equivalency
  • College degree preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred

Knowledge/Skills:

  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multitask
  • Goal oriented, self-motivated and results driven

Reports to: Business Service Officer

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