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Client Service Associate Jobs in Lyndhurst, NJ (NOW HIRING)

Kestra Holdings

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 ...

Kestra Holdings

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 ...

Morgan Stanley

Client Service Associate

Garden City, 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 ...

Morgan Stanley

Client Service Associate

Garden City, 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 ...

Stifel

Registered Client Service Associate

Manhattan, NY · On-site

$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 ...

SPS North America

Client Service Associate

East Meadow, NY

$15 - $20.75/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 ...

SPS North America

Client Service Associate

East Meadow, NY · On-site

$15 - $20.75/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 ...

SPS North America

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 ...

Morgan Stanley

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 ...

Morgan Stanley

Client Service Associate

New York, NY

$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 ...

Morgan Stanley

Client Service Associate

Garden City, 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

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 ...

COGENCY GLOBAL INC.

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Client Service Associate

New York, NY · Remote

$40K - $45K/yr

Client Service Associate Schedule: Monday-Friday, 9:30 AM - 5:30 PM Salary: $45-50K About the Role: We're seeking a motivated professional with corporate and customer service experience to join our ...

UBS

Registered Client Service Associate

Florham Park, NJ · On-site

$65K - $85K/yr

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 ...

Summit Prep LLC

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Client Service Associate

Short Hills, NJ · On-site

$50K - $60K/yr

Client Service Associate Employment Type * Full-Time (40+ hours ) Benefits Offered * Dental, Life, Medical, Paid Time Off, Retirement, Vision Compensation * $50,000 to $60,000 per year Location

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How much do client service associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client service associate in Lyndhurst, NJ is $17.45, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $19.57 per hour, depending on experience, location, and employer.

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 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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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.
What cities near Lyndhurst, NJ are hiring for Client Service Associate jobs? Cities near Lyndhurst, NJ with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Lyndhurst, NJ as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 24% Part Time, and 7% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $36,293 per year, or $17.4 per hour.

Client Service Associate

Kestra Holdings

Manhattan, NY • On-site

$67K - $80K/yr

Other

Re-posted 11 days ago

Job description

Who We Are:
Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship-based financial planning and investment management. Our purpose is to create opportunities through relationships, helping people lead fulfilling lives. We value this for our clients, for our colleagues, and for our community.
Christopher Street Financial was founded in 1981 as the first company committed to providing financial advice and investment services to the LGBTQ+ community. A lot has changed since the birth of Christopher Street Financial, but one thing has not: our commitment to provide financial planning and investment services to the LGBTQ+ community and those who share our values.
We now serve over 420 households and manage over $900 million in assets. While we are still experts in the unique financial, tax, and legal needs of unmarried couples, as time has gone by, our values and approach to financial planning have resonated with a wider range of people. We provide a welcoming environment where everyone is recognized as an individual with unique needs. By partnering with us as fiduciaries, clients are trusting us with their future and with their peace of mind.
We are an Ensemble Practice, operating as a team that puts our clients and the company before personal interests. Client relationships are relationships of the firm and not of any single advisor. We believe in the efficiency of a common approach and the value of providing a common client experience, all while acknowledging our clients' individuality. We collaborate with one another, combining the strengths of our unique abilities to achieve greatness as a group. We seek to recognize individual efforts based on how they contribute to team success. And together, we are always learning how we can do it all better. This is core to who we are.
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 stages of the client relationship, including account setup, support, and maintenance. You will be responsible for delivering premium client service through direct client communication with clients and coordination with other members of the CSF team, including advisors. The role is fast-paced, and timely, highly accurate work product is essential. Clear, responsive, and professional communication is also critical this position offers a Hybrid(subject to change) work schedule Tuesdays, Wednesdays, and Thursdays are in-office.
What you'll Do:
  • New Client onboarding (End-to-End Account Lifecycle)
  • New Account opening
  • Asset transfers (cross-institution)
  • Account contributions and distributions
  • Trade requests
  • Required Minimum Distribution (RMD) monitoring and processing
  • Beneficiary designations
  • Authorization of Power of Attorney and guardianship designations
  • Establish relationships with Broker Dealer, Custodians, and direct business entities
  • Customer service through direct Client communication
  • Intracompany collaboration with Advisor team
  • Workflow and process management
  • Workflow processing
  • CRM data entry and maintenance
  • Process improvement opportunity identification and implementation
  • Books & Records maintenance and compliance oversight
  • Other responsibilities as assigned
What You Bring:
  • Bachelor's degree or equivalent work experience. Degree in a business-related field preferred
  • Experience working in financial services or investment management industry. Previous experience in a CSA-type role is preferred.
  • Experience and comfort in using a range of technology, including CRM and broker dealer / custodial platforms
  • Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word
  • Excellent time management and organizational skills
  • Strong problem-solving skills and a propensity for learning
  • Enjoys working "behind the scenes"
  • Highly adept at completing multiple, simultaneous tasks expeditiously and accurately with exceptional attention to detail
  • Self-starter, with an ability to work both independently and as a team member
  • Ability to interpret, adapt and apply with company's policies and procedures
  • Ability to communicate clearly and professionally through verbal and written correspondence
Compensation: Salary range is generally $67,000- $80,000 for New York, NY. Salary amount is determined by specific job location. In addition, the role may be eligible for annual incentive compensation tied to your individual contributions to team success and overall firm performance and growth.
Follow us on LinkedIn
https://www.linkedin.com/company/113232
Visit Our Website
http://www.christopherstreet.com/
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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