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Client Services Associate information

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$44

How much do client services associate jobs pay per hour?

As of Aug 17, 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 1% As Needed, 76% Full Time, 18% Part Time, 2% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $50,980 per year, or $24.5 per hour.

Private Client Services Associate Attorney

Ron Sunshine Associates LLC

Manhattan, NY • On-site

$245K - $330K/yr

Other

Re-posted 17 days ago

Job description

Private Client Services Associate Attorney

Location: New York, NY

HYBRID work environment available

Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment.

Candidate Profile:
  • JD from a top-tier law school with a strong academic record.
  • New York Bar Admission or the ability to waive in.
  • LL.M. and strong tax background required.
  • 2–4 years of substantive law firm experience in trust and estates law.
  • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts.
  • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing.
  • Detail-oriented with the ability to work independently and manage client contact.
  • Supervisory skills to direct paralegals in a collaborative environment.
Key Responsibilities:
  • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration.
  • Draft complex wills and trusts tailored to client needs.
  • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met.
  • Prepare client presentations and conduct tax calculations and analyses.
  • Collaborate with a team of attorneys and paralegals to deliver superior client service.
Why Join Us?

This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement.

The firm offers a competitive compensation package, with an annual salary range of $245,000–$330,000, commensurate with experience and market factors. Additional benefits include discretionary bonuses, firm-sponsored incentive programs, and a comprehensive suite of employee benefits.

Application Requirements:

Interested candidates should submit a cover letter, resume, and a writing sample.

Our client is an Equal Opportunity Employer.

Apply