ZipRecruiter

Log In

1

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

Titan

Client Services Associate

Manhattan, NY

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 ...

Titan

Client Services Associate

New York, NY · On-site

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 ...

SPS-North America

Client Service Associate

New York, NY · On-site

$15.75 - $22/hr

Client Services Associate Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a peoplefocused, detailoriented professional ...

next page

Showing results 1-20

All JobsClient Services Associate JobsClient Services Associate Jobs in Rye, NY

Client Services Associate information

See Rye, NY salary details

$10

$23

$43

How much do client services associate jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for client services associate in Rye, NY is $23.74, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $26.49 per hour, depending on experience, location, and employer.

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 is the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

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 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.

What job makes $10,000 a month without a degree?

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

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 customer service associate do?

A customer service associate, often called a client services associate, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
More about Client Services Associate jobs
What are popular job titles related to Client Services Associate jobs in Rye, NY? For Client Services Associate jobs in Rye, NY, the most frequently searched job titles are:
What cities near Rye, NY are hiring for Client Services Associate jobs? Cities near Rye, NY with the most Client Services Associate job openings:
Client Services Associate jobs near you
Client Services Associate

Client Services Associate

Titan

Manhattan, NY

Other

Retirement

Posted 25 days ago

Job description

About Titan
Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
  • Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
  • Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
  • Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
  • Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
  • Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
  • World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
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 trust.
You'll play a critical role in helping clients move and consolidate assets with ease, navigating what can often be a confusing process, while acting as a steady, reliable extension of the broader Titan wealth advisor team. Your work directly impacts client confidence, retention, and long-term relationships.
This role is ideal for someone who takes pride in operational excellence, values connecting with people, and enjoys being behind the scenes making things work - someone who values accuracy, follow-through, empathy, and helping others succeed.
What You'll Do
  • Manage inbound and outbound client communication across email, chat, and phone with a service-first approach. This will look like:
    • Serving as a primary point of contact for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers)
    • Educating and guiding clients through the transfer process with clarity, empathy, and patience
    • Reviewing, processing, tracking, and following up on incoming and outgoing transfers end-to-end
    • Maintaining meticulous records of all transfer and account activity
  • Partner closely with Titan wealth advisors to ensure seamless handoffs and a unified client experience
  • Support broader CX and brokerage operations including onboarding, KYC/AML, and basic account troubleshooting/updates
  • Communicate with third-party brokers and firms to resolve issues and expedite transfers
  • Identify patterns, bottlenecks, and risks, and proactively suggest workflow improvements
  • Translate recurring client feedback into clear recommendations for internal teams (Product, Engineering, Ops)
What We're Looking For
  • 1-3+ years of experience in financial services, client operations, or customer success (experience in Transfers is a plus, but not required)
  • Self-awareness: Understands how their communication, decisions, and energy affect teammates and clients, and adapts in service of better outcomes
  • A genuine service mindset
  • Strong written and verbal communication skills with exceptional attention to detail
  • Calm, empathetic presence when handling complex or sensitive client situations
  • Ability to manage high volumes while maintaining quality and consistency
  • Comfortable working independently and as part of a highly collaborative team
  • Strong organizational, analytical, and problem-solving skills
  • Familiarity with support tools like Kustomer, Hubspot, Zendesk, or similar platforms.
  • Required: Candidates must hold at least one of the following licenses, or a combination thereof - SIE, Series 6, Series 7, Series 63, Series 65, or Series 66. Candidates holding other financial licenses are also encouraged to apply, but financial licensing is a must.
What Success Looks Like
  • Clients feel supported, informed, and confident throughout every interaction
  • Advisors trust you as a reliable extension of their work with clients
  • Transfers are processed accurately, efficiently, and with minimal friction
  • When there is friction, issues are surfaced early, documented clearly, and you bring ideas for resolutions to the table
What Your Growth Looks Like:
  • You'll build deep expertise in brokerage operations, transfers, and client relationship management
  • You'll further develop strong communication practices between external clients and internal functions, risk mitigation, and operational problem-solving skills
  • You'll gain exposure to cross-functional responsibilities between Advisors, Product, Engineering, and Operations at an exciting fintech start-up, with so much opportunity to pave your own path as you learn and grow

Apply