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Financial Client Service Associate Jobs in Oceanside, NY

Red Shift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to ...

Morgan Stanley

Client Service Associate

Manhattan, NY · On-site

$58K - $115K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Axelon

Client Service Associate

Manhattan, NY · On-site

$16 - $22/hr

Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to ...

Vodia Ventures

Client Service Associate

Manhattan, NY · On-site

$90K - $110K/yr

Client Service Associate Robertson Stephens Wealth Management (RSWM) is a national wealth ... The firm serves the financial planning and investment strategy needs of high-net-worth individuals ...

Invesco

Client Service Associate

New York, NY · Hybrid

$80K - $85K/yr

We are looking for our next Client Service Associate to support our growing business. Successful ... financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client ...

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All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Oceanside, NY

Financial Client Service Associate information

See Oceanside, NY salary details

$14

$32

$69

How much do financial client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial client service associate in Oceanside, NY is $32.98, according to ZipRecruiter salary data. Most workers in this role earn between $21.35 and $35.48 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities near Oceanside, NY are hiring for Financial Client Service Associate jobs?

Cities near Oceanside, NY with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Oceanside, NY as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $68,603 per year, or $33 per hour.

Client Service Associate

Red Shift

Manhattan, NY • On-site

$22 - $25/hr

Other

Re-posted 9 days ago

Job description

Client Service Associate
Location: New York, NY
Pay Rate: $22-$25 per hour + performance-based bonuses
Type: Full-Time | Onsite
Industry: Financial Services (Wealth Management & Private Equity)
Position Overview
A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. This role blends administrative support with client-facing responsibilities and offers strong training, professional development, and long-term growth opportunities.
The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations. While this role may be based near the front of the office, it is not a receptionist position and involves meaningful operational and client support work.
Key Responsibilities
  • Provide administrative and client service support to wealth management professionals
  • Greet clients and visitors in a professional, welcoming manner
  • Prepare, review, and process documentation with a high level of accuracy
  • Manage emails, scheduling, and internal coordination for assigned teams
  • Support data entry, reporting, and document management using financial systems
  • Assist with ongoing client service requests and follow-up activities
  • Learn and utilize financial software platforms; training provided
  • Support day-to-day office operations as needed
Job Requirements
Qualifications
  • Highly organized, detail-oriented, and professional demeanor
  • Strong numerical aptitude with excellent accuracy
  • Prior administrative or client support experience preferred
  • Proficiency with Microsoft Office, especially Excel and PDF tools
  • Ability to learn financial services software and processes
  • Bachelor's degree preferred but not required
  • Financial services experience or investment licenses are a plus
  • Stable work history and strong reliability required
  • Willingness to work onsite in a New York City office daily

To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-me
redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.

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