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

What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...

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Client Services Associate information

See Rye, NY salary details

$10

$23

$43

How much do client services associate jobs pay per hour?

As of Jul 17, 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 does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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 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 jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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 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 Experience Associate

Exela Enterprise Solutions, Inc.

New York, NY • On-site

$19 - $21/hr

Full-time

Re-posted 7 days ago


Job description

Job Description
CSA TS Client Services
About the Role:
As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing exceptional support and assistance. Your primary responsibility will be to address client inquiries, troubleshoot technical issues, and ensure timely resolution of all support requests. You will play a vital role in maintaining client satisfaction and fostering positive relationships by delivering high-quality service and support.
Essential Job Responsibilities:
Daily tasks and responsibilities include, but are not limited to the following:
  • Maintain the highest levels of customer service while demonstrating a friendly and cooperative attitude in a high visibility office environment.
  • Provide a consistent and quality experience in satisfying client demands which include, office, mail and reprographics (print) services.
  • Continuously monitor emails and print portal queue. Respond accordingly, as per business processes and operational guidelines, in a timely manner.
  • Provide guidance to customer in navigating the print portal.
  • Handle printing and scanning requests.
  • Demonstrate strong attention to and focus on details and processes. Perform frequent quality checks during print process.
  • Troubleshoots and clears material jams and other obstacles promptly.
  • Handle time-sensitive, confidential materials in accordance with privacy protection policies.
  • Establish operating procedures and quality standards.
  • Adapt to process changes as required by the client.
  • Other site national support and special projects as needed.
  • Participate in cross-training.
  • Provide backfill as needed.
  • Availability for overtime during busy season.

QUALIFICATIONS:
  • 2+ years of customer service experience
  • High school diploma or equivalent (GED)
  • Computer experience (Microsoft Office and/or Google Workspace. i.e. Word, Excel, E-mail, etc.)
  • Excellent verbal and written communication skills

REQUIREMENTS
  • Strong organizational skills, attention to details
  • Ability to work with minimal supervision
  • Ability to run a variety of tasks while fostering teamwork
  • Ability to learn various programs and applications
  • Ability to lift up to 55 lbs.
  • Ability to consistently adhere to business procedure guidelines and policies, and company safety standards
  • Accountability to meet the employer's attendance policy
  • Ability to take and follow directions
  • Professional presence
  • Participate in cross-training in print and tax processing support

"The pay range for this position is $19- $21/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonus opportunities may be provided as part of the compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position offered."