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Financial Client Services Associate Jobs in New York

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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 - OrderID: 5223

TemPositions

Freeport, NY • On-site

$22 - $25/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 20 days ago

Job description

Our client is seeking a client services associate who is accustomed to working in a fast paced environment. The ideal candidate will have excellent communication skills and a professional demeanor.  This is an excellent opportunity for individuals who are starting out their career and looking to gain additional experience.

Responsibilities

  • Log and schedule service appointments and calls

  • Preparing client invoices and assisting in billing

  • Maintaining and developing relationships with vendors and clients

  • Manage high volume of incoming calls and emails

  • Will train, but must have great phone, PC and customer care skills

Requirements

  • Friendly and professional phone and customer service skills

  • Strong follow-up skills

  • A keen eye for detail

  • The ability to work independently and as part of a team

  • A drive to rapidly master knowledge of Company services and systems

  • The ability to meet deadlines in a fast-paced work environment

  • Basic PC & office equipment knowledge (Word and Excel)

  • A minimum typing speed of 40 WPM

  • Bachelor's degree preferred

  • 1+ years of experience

Work Schedule:
• 40 hours per week, plus available overtime. Schedule is generally Mon – Fri, plus some evening and weekend hours required.


Required:
Normal hours: 9:00 a.m. to 6:00 p.m.
• A few times each month: 1:00 p.m. to 10:00 p.m. 
• Working a shift on Saturday or Sunday. 

Benefits:
We offer eligible employees competitive pay and access to a range of benefits and support programs based on assignment type, schedule, length of employment, and eligibility requirements, including medical, dental, vision, prescription coverage, short-term disability, 401(k), employee assistance, childcare assistance, discounts, paid holidays, and longevity bonuses. Depending on the benefit, cost may be paid by the Company, the employee, or shared between both.

EOE:
We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

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