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Client Service Associate Entry Level Jobs in New York

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

Holmdel, NJ

$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 ...

VISE Inc

Client Service Associate

Manhattan, NY · On-site

$90K - $110K/yr

Client Service Associate New York, NY Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and ...

Vodia Ventures

Client Service Associate

Westport, CT

$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

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 ...

eTeam

CW-SS-Client Service Associate

Manhattan, NY

Client Service Associate Location: New York, NY 10017 (Hybrid) Duration: 12 Months The Client Service Associate partners with associates across Global Client Group to service clients (Institutional ...

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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.
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:
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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.
Client Service Associate

Client Service Associate

Stifel

White Plains, NY • On-site

$43K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
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, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
  • Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
  • Provide reports and other information to FA(s), as requested.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring
  • Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
  • Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
  • Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
  • Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 2 years clerical/related industry

Licenses & Credentials
  • Minimum Required: None

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook#LI-LL1

Compensation Range
Salary: USD $43,800.00/Yr. - USD $65,500.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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