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Client Service Associate Jobs in Albany, NY (NOW HIRING)

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Client Service Associate information

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$17

$27

How much do client service associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for client service associate in Albany, NY is $17.02, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $19.09 per hour, depending on experience, location, and employer.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What are the most commonly searched types of Client Service jobs in Albany, NY?

The most popular types of Client Service jobs in Albany, NY are:

What cities near Albany, NY are hiring for Client Service Associate jobs?

Cities near Albany, NY with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Albany, NY as of September 2026, with employment types broken down into 82% Full Time, and 18% Part Time. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $35,393 per year, or $17 per hour.

CLIENT ACCOUNTING SERVICES ASSOCIATE

Clifton Park, NY • On-site

Oasis
See more jobs at Oasisexternal

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

Benefits:

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.

Responsibilities:

Support month-end close processes, bank reconciliations, and journal entries

Assist with AP/AR processing, payroll entries, and account classifications

Maintain accurate general ledger activity within QuickBooks Online

Communicate directly with client teams to request and process documentation

Participate in client onboarding, system migrations, and data clean-up projects

Contribute to preparation of financial statements and management reports

Qualifications:

Bachelor’s in Accounting or Finance

0–2 years of accounting experience, internship included

Proficiency in QuickBooks Online preferred

Strong attention to detail, willingness to learn, and comfort working in a client-service environment

Apply