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Client Services Associate Jobs in New York (NOW HIRING)

Client Services

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role ...

Ark Asset Advisors

Client Services Associate

Pearl River, NY · On-site

$25 - $35/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Associate enhances the client experience by providing exceptional service, supporting branch functions, assisting in safeguarding client assets, and serving as administrative and ...

Ark Asset Advisors

Client Services Associate

Pearl River, NY · Hybrid

$25 - $35/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Services Associate enhances the client experience by providing exceptional service, supporting branch functions, assisting in safeguarding client assets, and serving as administrative and ...

Care Options for Kids

Client Services Associate

New Brunswick, NJ · On-site

$55K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves ...

Semantix

Client Services Associate

New York, NY

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

TransPerfect

Client Services Associate

New York, NY · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

TemPositions

Client Services Associate

Freeport, NY · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Description Our client is seeking a client services associate who is accustomed to working in a fast paced environment. The ideal candidate will have excellent communication skills and a professional ...

New

TransPerfect

Client Services Associate

New York, NY

  • Medical

  • Dental

  • Vision

  • Retirement

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

Titan

Client Services Associate

New York, NY · On-site

  • Retirement

This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and ...

Build Up Justice NYC

Client Services Associate

Brooklyn, NY · Hybrid

$61K - $71K/yr

  • Medical

  • Retirement

  • PTO

The Client Services Associate will be responsible for providing direct services to clients, managing client information and documentation, and supporting the overall administrative and operational ...

Titan

Client Services Associate

Manhattan, NY · On-site

  • Retirement

This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and ...

TransPerfect

Client Services Associate

Manhattan, NY · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

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Client Services Associate information

See New York salary details

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$44

How much do client services associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for client services associate in New York is $24.51, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $27.36 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in New York?

The most popular types of Client Services jobs in New York are:

What are popular job titles related to Client Services Associate jobs in New York?

For Client Services Associate jobs in New York, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in New York look for?

The top searched job categories for Client Services Associate jobs in New York are:

What cities in New York are hiring for Client Services Associate jobs?

Cities in New York with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in New York as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, 20% Hybrid, and 20% Remote job distribution, with an average salary of $50,980 per year, or $24.5 per hour.

Client Services Associate

Client Services

Manhattan, NY • On-site

$80K - $100K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Client Services Associate

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.

Essential Duties
  • Serve as the primary point of contact for clients and their consultants, addressing their needs and building strong relationships.
  • Respond promptly and accurately to client inquiries and requests for information, providing timely and effective solutions.
  • Prepare and deliver regular and ad-hoc investor materials, including marketing presentations, performance reports, and data analysis.
  • Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting.
  • Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal,) to facilitate client requests, resolve issues, and ensure seamless service delivery.
  • Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing.
  • Assist with all aspects of the marketing and fundraising cycle for new alternative investment funds and related vehicles.
  • Support the completion of due diligence questionnaires and the management of investor inquiries and data rooms.
  • Identify opportunities to improve processes, enhance efficiency, and provide a superior client experience
Required Qualifications
  • Bachelor's degree.
  • 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations.
  • Solid working knowledge and understanding of capital markets and alternative investments.
  • Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting).
  • Strong analytical, problem-solving, and project management skills.
  • Excellent written and verbal communication skills, with the ability to present information clearly and professionally.
  • High level of organizational skills and attention to detail, with a focus on accuracy.
  • Ability to prioritize tasks, manage time effectively, and work well under pressure in a fast-paced environment
Professional Skills Qualifications
  • Proactive and self-motivated with the ability to work independently and as part of a team.
  • Strong teamwork and interpersonal skills, with the ability to build effective relationships.
  • Passion for providing exceptional client service and exceeding client expectations

This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.

Estimated Compensation:

Base Salary: For a CA and NY based positions, the base salary range is $80k – $100k. This represents base salary range only.

Other Compensation & Benefits: In addition to base salary, employees are eligible for a discretionary bonus and a comprehensive benefits package designed to support you and your family, invest in your health and wellbeing, and help build long-term financial security. Benefits include medical, dental, and vision coverage, retirement benefits, and paid time off. These benefits reflect our commitment to supporting the health, wellbeing, and long-term financial security of our employees and their families.

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