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Client Services Associate Jobs in Valley Stream, NY

XBP ASIA

Client Experience Associate

Manhattan, NY · On-site

$19 - $21/hr

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 ...

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Client Services Associate information

See Valley Stream, NY salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for client services associate in Valley Stream, NY is $23.44, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $26.15 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 Valley Stream, NY?

The most popular types of Client Services jobs in Valley Stream, NY are:

What are popular job titles related to Client Services Associate jobs in Valley Stream, NY?

For Client Services Associate jobs in Valley Stream, NY, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Valley Stream, NY look for?

The top searched job categories for Client Services Associate jobs in Valley Stream, NY are:

What cities near Valley Stream, NY are hiring for Client Services Associate jobs?

Cities near Valley Stream, NY with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Valley Stream, NY as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $48,748 per year, or $23.4 per hour.

Client Service Associate, Business Insurance

Oliver Wyman

Manhattan, NY • On-site

$41K - $76K/yr

Other

Medical, Retirement

Re-posted 18 days ago

Job description

Client Service Associate, Business Insurance

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate within our Business Insurance team here at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life:

As a Client Service Associate within our Business Insurance Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the client's needs and expectations are met. Among your diverse and challenging responsibilities, you will coordinate and complete the marketing process for new and renewal group business by compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors and preparing complex cost sheets according to the marketing process and workflow guidelines outlined in the Resource Guide. You will also support the process for issuing and managing certificates of insurance, preparing client communication materials used in strategic planning, renewal and/or quarterly reviews, finalist presentations, as well as any other client facing interactions during the year. All Client Service Associates can expect ongoing professional development opportunities that include On-The-Job Training with both management and team members, mentorship, career pathing and Tuition Assistance.

Our future colleague.

We would love to meet you if your professional track record includes these skills and experiences:

  • At least one year of Property & Casualty Insurance experience, preferably within a brokerage environment
  • Very effective oral and written communication skills as well as client relationship building skills
  • High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint
  • Exceptional time management and organization skills
  • Active insurance license or willingness to obtain it within 3 months of employment

These additional qualifications are a plus, but not required to apply:

  • A college degree in Risk Management, Business or another related program
  • Exposure to Applied Epic

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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