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Client Service Associate Remote Jobs in New York

RIA Recruiting

Client Service Associate

White Plains, NY · On-site +1

We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If you'd like to join a full-service wealth management team that is dedicated to its clients and be part of a staff that ...

Jobs for Humanity

Customer Service Associate

Manhattan, NY · On-site +1

$16 - $22/hr

... client services and communication Additional Information Remote Work: Enjoy the flexibility to work from anywhere with a stable internet connection Paid Holidays & PTO: Recharge with standard paid ...

Jobs for Humanity

Customer Service Associate

New York, NY · On-site +1

$15.75 - $22/hr

... client services and communication Additional Information Remote Work: Enjoy the flexibility to work from anywhere with a stable internet connection Paid Holidays & PTO: Recharge with standard paid ...

Luminary

Client Service Manager (Remote)

New York, NY · Remote

Location: Remote, within the United States Responsibilities: * Direct relationship management with clients, demonstrating a first-class commitment to service * Plan, create and manage client ...

Neuberger Berman Group LLC

Client Associate

Manhattan, NY · On-site +1

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

Neuberger

Client Associate

Manhattan, NY · On-site +1

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

Neuberger Berman

Client Associate

New York, NY · On-site +1

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

Nb

Client Associate

New York, NY · On-site +1

$80K - $110K/yr

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of ...

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Client Service Associate Remote information

What are the key skills and qualifications needed to thrive as a Client Service Associate (Remote), and why are they important?

To thrive as a Client Service Associate (Remote), you need excellent communication skills, attention to detail, and customer service experience, often backed by a relevant degree or equivalent work history. Familiarity with CRM platforms like Salesforce, help desk software, and digital communication tools is typically required. Strong problem-solving abilities, adaptability, and time management set outstanding associates apart in virtual settings. These skills ensure efficient client support, foster positive relationships, and maintain high service standards in a remote environment.

How does a remote Client Service Associate effectively collaborate with team members and clients while working from home?

As a remote Client Service Associate, you’ll rely heavily on digital communication tools such as email, instant messaging, and video conferencing to stay connected with both your team and clients. Regular virtual meetings and clear documentation are key to ensuring everyone stays informed and aligned. Collaboration platforms like Slack, Microsoft Teams, or Salesforce are commonly used to track client requests and share updates in real time. Maintaining responsiveness and proactive communication helps build trust and ensures clients receive consistent, high-quality service, despite the physical distance.

What does a Client Service Associate do when working remotely?

A Client Service Associate working remotely supports clients by handling inquiries, resolving issues, and providing information about products or services via phone, email, or chat. Their main responsibilities include maintaining client relationships, processing transactions, and assisting with account management. Remote associates use digital tools and communication platforms to collaborate with team members and ensure clients receive timely and accurate assistance. This role requires strong communication skills, attention to detail, and the ability to work independently while meeting service standards.

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

AspectClient Service Associate RemoteCustomer Support Specialist
CredentialsHigh school diploma or equivalent; some roles may require customer service certificationsHigh school diploma or equivalent; customer service certifications optional
Work EnvironmentRemote, client-facing, financial or professional services industryRemote or on-site, technical or general customer support across various industries
Employer & Industry UsageFinancial institutions, wealth management firms, insurance companiesTech companies, retail, telecom, and service providers
Common Search & ComparisonOften compared for client interaction and financial services rolesCompared for technical support and general customer service roles

The main difference is that a Client Service Associate Remote typically works in financial or professional services, focusing on client relationships and account management, while a Customer Support Specialist handles technical or product-related inquiries across various industries. Both roles require strong communication skills and may be remote, but their industry focus and responsibilities differ.

Infographic showing various Client Service Associate Remote job openings in New York as of May 2026, with employment types broken down into 75% Full Time, 8% Part Time, 4% Temporary, and 13% Contract. Highlights an 5% In-person, and 95% Remote job distribution.

Client Service Associate

RIA Recruiting

White Plains, NY • On-site, Remote

Full-time

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If you'd like to join a full-service wealth management team that is dedicated to its clients and be part of a staff that has created a culture of success, this may be a good fit for you! Find out more about us at altawealthpartners.com

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in New York, Connecticut, New Jersey, and Pennsylvania.

Compensation:

  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Health Insurance Plan with Company Contribution ($616/month)
  • 401(k) with company contribution
  • Generous PTO Policy & Paid Holidays
  • Professional, Fun, Motivating Atmosphere
  • Permanently remote position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
  • Assist Advisors with client meeting prep and follow-up tasks
  • Attend client meetings with advisors virtually
  • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
  • Assist in the preparation of investment-related Requests for Proposals and insurance illustrations.
  • We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas for improvement.
  • Requirements:
  • 5 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
  • Ability to contribute to creating a "Wow" Experience for our clients
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Excel, Chat, Etc.) - We are a tech-forward firm
  • Experience with our software is not required, but it is a plus: RedTail, Mac OSX, Sharepoint, MS office, Teams, Copilot, eMoney, Zocks, Scribe, My90, Black Diamond, MyRepChat, RingCentral
  • BA degree required.

Skills:

  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Employment Type: FULL_TIME

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