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Client Service Associate Entry Level Jobs in New York

Vista Wealth Solutions

Client Service Associate

Armonk, NY · On-site

$15.50 - $21.50/hr

Client Services Associate Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design At Integrity Advisors Pension Consultants, the Client Services Associate is more than an ...

Hanover Bank

Client Service Associate

Forest Hills, NY · 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 ...

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 ...

Stifel

Client Service Associate

White Plains, NY · On-site

$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

$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 ...

Stifel

Client Service Associate

White Plains, NY · On-site

$43K/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 ...

Vodia Ventures

Client Service Associate

Madison, NJ · On-site

$70K - $90K/yr

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

Vodia Ventures

Client Service Associate

Holmdel, NJ · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management 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 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.

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Infographic showing various Client Service Associate Entry Level job openings in New York as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution.

Client Service Associate

Vista Wealth Solutions

Armonk, NY • On-site

$15.50 - $21.50/hr

Other

Re-posted 14 days ago

Job description

Job Description
Client Services Associate
Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design
At Integrity Advisors Pension Consultants, the Client Services Associate is more than an operations role - it's the connective tissue of the entire client experience. You'll be the trusted point of contact who ensures every request, update, and interaction is handled with accuracy, warmth, and follow-through. Your work directly supports our advisors, empowers our clients, and strengthens a 60-year legacy of excellence in pension and tax strategy.
If you thrive in a role where detail matters, relationships matter, and your work truly impacts people's financial futures, you'll feel right at home here.
Why Build Your Career With Integrity Advisors Pension Consultants?
A Family Firm With a Singular Philosophy: Staying Current Changes Everything.
For more than six decades, our family has specialized in one niche: designing advanced retirement and tax strategies for closely held business owners. We don't chase products - we engineer solutions. Our founder, Salvatore Gaglio, built this firm on the belief that the greatest opportunities in retirement planning live in the design, not the sales pitch. His children and grandchildren continue that mission today.
Joining us means joining a firm that is:

  • Deeply specialized
  • Proudly family-run
  • Committed to precision, compliance, and long-term client relationships
  • Known for translating complex tax and pension design into meaningful outcomes
You won't be a cog in a corporate machine - you'll be a valued member of a tight-knit team with a shared purpose.
What You'll Do:
Account Opening
  • Coordinate and process new account applications with accuracy and compliance.
  • Partner with custodians and internal operations to ensure smooth onboarding.
  • Maintain clean, organized, and up-to-date CRM and document records.
Money Movement
  • Execute wires, ACH transfers, journals, and distributions with precision.
  • Confirm all required authorizations and safeguard client assets.
  • Track pending transfers and keep clients and advisors proactively informed.
Meeting Preparation
  • Build polished, comprehensive meeting packets and performance reports.
  • Manage advisor calendars and coordinate client meeting logistics.
  • Research accounts and prepare background summaries to elevate every discussion.
Daily Client Servicing
  • Serve as a responsive, professional first point of contact for clients.
  • Resolve routine service issues independently and escalate when needed.
  • Follow up diligently on open items and ensure nothing falls through the cracks.
  • Support new client onboarding and help clients understand their accounts.
What Makes You a Great Fit
Knowledge & Skills
  • Experience in wealth management, brokerage, banking, or financial services.
  • Ability to stay composed and effective in a fast-moving advisory environment.
  • Exceptional multitasking and prioritization skills - you know what needs attention now and what can wait.
  • A collaborative, solutions-oriented mindset.
  • Impeccable attention to detail and documentation accuracy.
Education
  • Bachelor's degree required.
Experience
  • 2-3 years in financial services preferred.
Licensing
  • SIE, Series 7, and Series 65 preferred.

**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.

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