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Client Services Associate Jobs in Peekskill, NY (NOW HIRING)

AEG Presents

Member Services Associate

Yonkers, NY · On-site

$25/hr

Position Overview The Member Service Associate is a key part of successful club operations including; client services, facility upkeep, sales, inventory management, product knowledge, and program ...

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Client Services Associate information

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$10

$23

$42

How much do client services associate jobs pay per hour?

As of May 30, 2026, the average hourly pay for client services associate in Peekskill, NY is $23.41, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $26.11 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 are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

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 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 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 popular job titles related to Client Services Associate jobs in Peekskill, NY? For Client Services Associate jobs in Peekskill, NY, the most frequently searched job titles are:
What cities near Peekskill, NY are hiring for Client Services Associate jobs? Cities near Peekskill, NY with the most Client Services Associate job openings:
Client Services Associate jobs near you

Client Services Associate

Hello Sunshine Travels

Yonkers, NY • Remote

Other

Posted 29 days ago

Job description

About the job Client Services Associate
Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals to become successful booking agents.
Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their own boss while earning income doing what they love.
We are currently expanding and seeking passionate people who are:
Self-motivated
Excited about travel
Ready to transform their vacations into a business opportunity
At Hello Sunshine Travels, we believe travel should not only be an adventure it can also be a paycheck.
Role Description
This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling customer inquiries and providing exceptional customer support. Daily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. The associate will also work closely with the finance team to process payments, provide budgeting assistance, and manage invoices.
Qualifications

  • Client Services and Customer Service skills
  • Customer Support and Communication skills
  • Basic knowledge of Finance and related processes
  • Proven ability to multitask and handle multiple client interactions simultaneously
  • Strong problem-solving skills and a detail-oriented mindset
  • Experience in the travel or hospitality industry is beneficial

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