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

Hanover Community Bank

Client Service Associate

Forest Hills, NY · On-site

$20 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 Community Bank

Client Service Associate

Forest Hills, NY · On-site

$20 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Stifel

Client Service Associate

White Plains, NY · On-site

$43K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Morgan Stanley

Registered Client Service Associate

Paramus, NJ · On-site

$32K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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.

Wealth Enhancement Group

Sr Client Service Associate

Great Neck, NY · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our Great Neck, NY office has an exciting opportunity for a Sr Client Service Associate ! This role serves as the liaison between the client and the Financial Advisor (FA) as part of our High-Net ...

Wealth Enhancement Group

Sr Client Service Associate

Great Neck, NY · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our Great Neck, NY office has an exciting opportunity for a Sr Client Service Associate ! This role serves as the liaison between the client and the Financial Advisor (FA) as part of our High-Net ...

Wealth Enhancement Group

Sr Client Service Associate

Great Neck, NY · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our Great Neck, NY office has an exciting opportunity for a Sr Client Service Associate ! This role serves as the liaison between the client and the Financial Advisor (FA) as part of our High-Net ...

Invesco

Client Service Associate

New York, NY · Hybrid

$80K - $85K/yr

  • Medical

  • Retirement

  • PTO

We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services ...

eTeam

CW-SS-Client Service Associate

Manhattan, NY · On-site

Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or ...

Guidepoint

Client Service Associate

New York, NY · On-site

$70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Associate

New York, NY · Hybrid

$70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Associate

New York, NY · Hybrid

$70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Associate

New York, NY · Hybrid

$15.75 - $22/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

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Showing results 21-40

All JobsClient Service Associate JobsClient Service Associate Jobs in Bayside, NY

Client Service Associate information

See Bayside, NY salary details

$9

$17

$28

How much do client service associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for client service associate in Bayside, NY is $17.92, according to ZipRecruiter salary data. Most workers in this role earn between $14.57 and $20.10 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 Bayside, NY?

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

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

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Bayside, NY as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $37,281 per year, or $17.9 per hour.

Client Service Associate

Hanover Community Bank

Forest Hills, NY • On-site

$20 - $23/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Description

Location: Forest Hills, NY


About Us:

Hanover Bank- When you love your work and the people you work with, careers are made!


Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth.


Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals.


When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts!


 JOB SUMMARY:  


Hanover Bank is looking for a full-time Client Service Associate. 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 responsible for promoting and selling the Bank's products and services to both new and existing clients, supporting all branch functions, and serving as administrative and operational support to the overall business of the Bank.

The CSA operates as a universal banker, performing both platform and teller functions, and is accountable for executing a proactive sales and service strategy that drives client engagement, retention, and revenue growth.


 
Essential Job Duties and Responsibilities: 


Serve as a proactive ambassador of the Bank by   engaging clients in meaningful financial conversations to uncover needs and   deliver tailored solutions. Execute a structured outbound calling and outreach program (phone, email, in-branch follow-ups) to deepen   relationships, generate appointments, and grow the deposit base. Consistently identify cross-sell and referral opportunities, introducing clients to appropriate products, services, and   business partners (e.g., mortgage, lending, cash management). Build and maintain a robust pipeline of client opportunities, tracking interactions and follow-ups to ensure consistent   relationship development. Actively contributes to branch sales efforts by meeting or exceeding individual goals for client contacts, appointments, referrals, and product growth. Participate in community events, networking activities, and in-branch sales initiatives to generate new business and   expand the Bank's presence. Strengthen client retention through proactive service, regular check-ins, and timely resolution of client needs. Client Service & Relationship Management Deliver exceptional, personalized service by understanding each client's financial goals and recommending appropriate   solutions. Build long-term relationships with clients through consistent engagement and follow-up. Educate clients on the Bank's full suite of products and digital capabilities to enhance their banking experience. Ensure a seamless client experience across all touchpoints, both in-person and remote. Sales & Product Knowledge Maintain comprehensive knowledge of all Bank products, services, and current promotions. Confidently position and articulate value propositions tailored to client needs. Proactively promote and sell Bank products and services in alignment with branch growth objectives. Collaborate closely with internal partners to   deliver holistic financial solutions. Operations & Risk Management Accurately and efficiently process routine transactions, including deposits, withdrawals, check cashing, loan payments, and transfers. Perform new account opening functions (in-person and in partnership with line of business partners), ensuring   accuracy and compliance. Manage risk by adhering to all policies, procedures, and regulatory requirements, including Bank Secrecy Act (BSA). Support branch operations including ATM balancing, cash recycler management, vault oversight, and periodic audits. Team Contribution & Branch Support Work collaboratively in a diverse, team-oriented environment to achieve branch sales, service, and operational   goals. Support all customer and branch-related tasks to ensure efficiency and effectiveness. Participate in sales meetings, coaching sessions, and ongoing development activities to enhance performance. Demonstrate flexibility with scheduling, including Saturdays, to meet business needs. Achieve defined goals for outbound calls, client contacts, appointments, referrals, and deposit growth. Demonstrate consistent pipeline activity and follow-through on client opportunities. Contribute to overall branch revenue, sales, and service metrics.
Education and Experience:
   High school diploma or equivalent GED. Three (3) years of banking or retail experience preferred.
Skills and Abilities
  • Ability to handle multiple tasks at once
  • Exhibit a professional demeanor at all times
  • Strong communication and organizational skills
  • Working knowledge of Microsoft Office (Excel, MS Word, and MS Outlook)
  • Professional attire is required
  • Flexible with regard to the weekly work schedule in order to meet the demands of the Bank (including Saturdays)

Our Benefits:


Health & Wellness Benefits

Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter Benefits options)

Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D)

Company-paid Long-Term Disability Insurance

Voluntary Benefits

Additional Life and AD&D Insurance for employee, spouse, and dependents

Voluntary Short-Term Disability Insurance

Pet Insurance

Legal Services Plan

Accident Insurance

Hospital Indemnity Insurance

Cancer Care Insurance

Retirement

401(k) Plan with Company Match

Time Off & Recognition

Paid Personal Time Off (PTO)

Paid Company Holidays

Annual Performance Bonuses

Annual Salary Increases

Employee Engagement

Company-sponsored Events

Employee Contests and Recognition Programs


Hourly Wage: $20.00 - $23.00; placement within this range will vary based on experience and skill level.\


Hanover Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.





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