Montgomery, NY · On-site
$75K - $90K/yr
Customer Service - Demonstrating the ability to build and foster strong client relationships ... Associate's or Bachelor's degree preferred * Prior office experience preferred but not required
Montgomery, NY · On-site
$75K - $90K/yr
Customer Service - Demonstrating the ability to build and foster strong client relationships ... Associate's or Bachelor's degree preferred * Prior office experience preferred but not required
Montgomery, NY · On-site
$75K - $90K/yr
Customer Service - Demonstrating the ability to build and foster strong client relationships ... Associate's or Bachelor's degree preferred * At least five years' experience as a Registered ...
Montgomery, NY · On-site
$75K - $90K/yr
Customer Service - Demonstrating the ability to build and foster strong client relationships ... Associate's or Bachelor's degree preferred * At least five years' experience as a Registered ...
Newburgh, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Newburgh, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Beacon, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Beacon, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Brewster, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Brewster, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Poughkeepsie, NY · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Poughkeepsie, NY · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Montgomery, NY · On-site
$75K - $90K/yr
Customer Service - Demonstrating the ability to build and foster strong client relationships ... Associate's or Bachelor's degree preferred * At least five years' experience as a Registered ...
Montgomery, NY · On-site
$75K - $90K/yr
Customer Service - Demonstrating the ability to build and foster strong client relationships ... Associate's or Bachelor's degree preferred * At least five years' experience as a Registered ...
Mohegan Lake, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Mohegan Lake, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Mount Kisco, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Mount Kisco, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Hyde Park, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Hyde Park, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Wappingers Falls, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Wappingers Falls, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Montgomery, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Montgomery, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Fishkill, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Fishkill, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Suffern, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Suffern, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
New Paltz, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
New Paltz, NY · On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Jefferson Valley, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Jefferson Valley, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Peekskill, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Peekskill, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Ossining, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Ossining, NY · On-site
$17.75 - $23.50/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Pawling, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Pawling, NY · On-site
$15.90 - $19.70/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Poughkeepsie, NY · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Poughkeepsie, NY · On-site
$16.65 - $20.55/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
$10.06 - $12.84
3% of jobs
$12.84 - $15.63
12% of jobs
$16.83 is the 25th percentile. Wages below this are outliers.
$15.63 - $18.42
23% of jobs
The median wage is $19.75 / hr.
$18.42 - $21.20
24% of jobs
$23.49 is the 75th percentile. Wages above this are outliers.
$21.20 - $23.99
15% of jobs
$23.99 - $26.78
10% of jobs
$26.78 - $29.56
6% of jobs
$29.56 - $32.35
2% of jobs
$32.35 - $35.14
2% of jobs
$35.14 - $37.92
1% of jobs
$37.92 - $40.71
1% of jobs
$10
$22
$40
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.
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting 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.
The most popular types of Client Services jobs in Beacon, NY are:
Cities near Beacon, NY with the most Client Services Associate job openings:
$75K - $90K/yr
Full-time
Medical, Dental, Life, Retirement, PTO
Re-posted 18 days ago
As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at
What you have
Requirements:
Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $75,000 to $90,000 Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.
