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 ...
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 ...
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Client Service Associate
Manhattan, NY · On-site
$16 - $22/hr
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 ...
Client Service Associate
Manhattan, NY · On-site
$16 - $22/hr
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 ...
Client Service Associate
New York, NY · Hybrid
$70K/yr
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 ...
Client Service Associate
New York, NY · Hybrid
$70K/yr
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 ...
Client Service Associate
New York, NY · On-site
$15.75 - $22/hr
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 ...
Client Service Associate
New York, NY · On-site
$15.75 - $22/hr
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 ...
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Client Service Associate
New York, NY · Hybrid
$15.75 - $22/hr
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 ...
Client Service Associate
New York, NY · Hybrid
$15.75 - $22/hr
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 ...
Client Service Associate
New York, NY · On-site
$70K/yr
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 ...
Client Service Associate
New York, NY · On-site
$70K/yr
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 ...
Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account ...
Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account ...
Registered Client Service Associate
Manhattan, NY · On-site
$53K - $80K/yr
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
Registered Client Service Associate
Manhattan, NY · On-site
$53K - $80K/yr
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
Client Service Associate
Parsippany, NJ · On-site
$14.50 - $20/hr
We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael Klein's team and support our growing initiatives. Job Brief: We are looking for an ambitious and adept ...
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Client Service Associate
Parsippany, NJ · On-site
$14.50 - $20/hr
We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael Klein's team and support our growing initiatives. Job Brief: We are looking for an ambitious and adept ...
Registered Client Service Associate
Manhattan, NY · On-site
$53K/yr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Registered Client Service Associate
Manhattan, NY · On-site
$53K/yr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Client Service Associate
Manhattan, NY · On-site
$67K - $80K/yr
As a Client Service Associate (CSA) at Christopher Street Financial, you will be a critical part of the overall client experience. The CSA is an early career client service position that supports all ...
Client Service Associate
Manhattan, NY · On-site
$67K - $80K/yr
As a Client Service Associate (CSA) at Christopher Street Financial, you will be a critical part of the overall client experience. The CSA is an early career client service position that supports all ...
Client Service Associate
Manhattan, NY · On-site
$67K - $80K/yr
As a Client Service Associate (CSA) at Christopher Street Financial, you will be a critical part of the overall client experience. The CSA is an early career client service position that supports all ...
Client Service Associate
Manhattan, NY · On-site
$67K - $80K/yr
As a Client Service Associate (CSA) at Christopher Street Financial, you will be a critical part of the overall client experience. The CSA is an early career client service position that supports all ...
Registered Client Service Associate
$53K - $80K/yr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Registered Client Service Associate
$53K - $80K/yr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Client Service Associate
New York, NY · On-site
$34K/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
New York, NY · On-site
$34K/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
New York, NY · On-site
$15.75 - $22/hr
We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining ...
Client Service Associate
New York, NY · On-site
$15.75 - $22/hr
We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining ...
Client Service Associate
New York, NY · On-site
$34K/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
New York, NY · On-site
$34K/yr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Services Associate
Manhattan, NY · On-site
$80K - $100K/yr
Client Services Associate The Client Services Associate is responsible for providing exceptional ... service skills, and the ability to collaborate effectively with various internal departments to ...
Client Services Associate
Manhattan, NY · On-site
$80K - $100K/yr
Client Services Associate The Client Services Associate is responsible for providing exceptional ... service skills, and the ability to collaborate effectively with various internal departments to ...
Client Service Associate information
See Elizabeth, NJ salary details
$8.95 - $10.64
3% of jobs
$10.64 - $12.34
8% of jobs
$12.34 - $14.03
12% of jobs
$14.14 is the 25th percentile. Wages below this are outliers.
$14.03 - $15.73
28% of jobs
$15.73 - $17.42
15% of jobs
$18.82 is the 75th percentile. Wages above this are outliers.
$17.42 - $19.11
11% of jobs
$19.11 - $20.81
8% of jobs
$20.81 - $22.50
5% of jobs
$22.50 - $24.19
4% of jobs
$24.19 - $25.89
3% of jobs
$25.89 - $27.58
2% of jobs
$8
$17
$27
How much do client service associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?
What is the difference between Client Service Associate vs Customer Support Specialist?
| Aspect | Client Service Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer relevant certifications | High school diploma or equivalent; technical certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Retail, tech companies, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, e-commerce, tech support |
| Common Search & Comparison Intent | Understanding roles in finance and client interaction | Customer 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 does a client service associate typically collaborate with financial advisors and other team members?
What do you do as a client service associate?
What is a client service associate?

Job description
Location: New York, NY 10017 (Hybrid)
Duration: 12 Months
Job Description:
The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.
Key Responsibilities and Duties
Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
Assist team members to ensure ongoing client contractual obligations are being met
Support the fulfillment of ad-hoc client inquiries and requests
Facilitate and oversee client cash flow requests to ensure proper handling
Help manage client communications to ensure timely and proactive updates are provided
Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
Update and maintain client and authorized third party contact information via CRM application
Support client meeting preparation by facilitating creation of materials
Help identify, escalate and resolve problems for any issues affecting the client experience
Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
Supports the completion of due diligence and client questionnaires
Educational Requirements
University (Degree) Preferred
Work Experience
No Experience Required
Physical Requirements
Physical Requirements: Sedentary Work