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Financial Client Services Associate Jobs in New York

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Client Services Associate

Manhattan, NY · On-site

$150K - $200K/yr

The Opportunity We're looking for a mid-level Financial Advisor / Senior Client Service Associate to join our client-facing team. This is a hybrid role: you'll spend meaningful time on the detailed ...

New

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Position Summary The Client Services Associate is responsible for providing exceptional support to ... Bachelor's degree. * 3-5+ years of relevant experience in the finance industry, with a focus on ...

Titan

Client Services Associate

New York, NY · On-site

... financial precision. Every person here is a calibrated bet on what we're building next. Our mission ... This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client ...

Applecart

Client Services Associate

New York, NY · On-site

As a Client Services Associate, you will project manage major marketing, communications, and digital advertising campaigns on behalf of some of the country's most prominent companies, trade ...

Applecart

Client Services Associate

New York, NY · Hybrid

As a Client Services Associate, you will project manage major marketing, communications, and digital advertising campaigns on behalf of some of the country's most prominent companies, trade ...

Applecart

Client Services Associate

New York, NY · On-site

As a Client Services Associate, you will project manage major marketing, communications, and digital advertising campaigns on behalf of some of the country's most prominent companies, trade ...

Semantix

Client Services Associate

New York, NY · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

TransPerfect

Client Services Associate

New York, NY · On-site

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

TransPerfect

Client Services Associate

New York, NY · On-site

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

TransPerfect

Client Services Associate

New York, NY · On-site

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

NatWest Group

FX PB Client Services Associate

Stamford, CT · On-site

$85K - $130K/yr

Join us as a FX Prime Brokerage Client Services Associate * Sitting within our Prime Brokerage ... Previous experience working in a client facing role or financial services industry. * Excellent ...

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What are popular job titles related to Financial Client Services Associate jobs in New York?

For Financial Client Services Associate jobs in New York, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in New York look for?

The top searched job categories for Financial Client Services Associate jobs in New York are:

What cities in New York are hiring for Financial Client Services Associate jobs?

Cities in New York with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 2% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Services Associate

Clark Davis Associates

Warren, NJ • On-site

Full-time

Re-posted 29 days ago

Job description

Company Description

Leading Financial Services Company

Job Description

Client Service Associate (50K-70K + Disc. Bonus) Warren NJ

Seeking a client service associate with 2+ years of experience to support a senior relationship manager.  This position requires someone with strong technical skills, attention to detail, excellent communication skills and the willingness and ability to learn.  This position will provide significant exposure to running a full service financial services organization and provide the right candidate with the opportunity to learn and grow within a comprehensive wealth management organization.

Duties and Responsibilities:

  • Support senior relationship manager to increase effectiveness by relieving the senior relationship manager of many day-to-day activities.
  • Position involves extensive client contact, individual will be involved in all activities interfacing with clients and prospects
  • Coordinates information flow among internal departments, clients and others as necessary
  • Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas.
  • Keeps others on the team informed of status of account administration, retention and projects.
  • Communicates work in progress with the financial planner and clients.
  • Indentifies and recommends technology/process improvements which may improve overall productivity and client satisfaction
  • Assists with the marketing efforts
  • Competes special projects as assigned by management.

Qualifications

  • Strong communication skills (verbal & written)
  • Ability to exercise good judgment by recognizing urgency and prioritizing tasks accordingly
  • Able to work independently with strong administrative and problem solving skills
  • Team Player - must be able to work across departments and assist in the development and implementation of plans.
  • Must have the ability to multi-task and stay focused in a highly visible, fast-paced and team oriented environment.
  • Detail oriented
  • 2+ years prior experience in a financial service organization
  • Bachelor's degree
Qualifications

 

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Additional Information

50-70K + bonus

Email [email protected]

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