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Financial Service Associate Jobs in New York (NOW HIRING)

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 ...

redShift

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 ...

redShift

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 ...

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All JobsFinancial Service Associate JobsFinancial Service Associate Jobs in New York

Financial Service Associate information

See New York salary details

$15

$34

$74

How much do financial service associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for financial service associate in New York is $34.97, according to ZipRecruiter salary data. Most workers in this role earn between $22.60 and $37.60 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in New York?

The most popular types of Financial Service jobs in New York are:

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

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

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $72,733 per year, or $35 per hour.

Customer Service Associate - Oceanside Branch

Oceanside, NY • On-site

Community National Bank New York
See more jobs at Community National Bank New Yorkexternal

$22 - $29/hr

Full-time

Posted 17 days ago

Job description

Summary: Dime Commercial Bank (Dime) is currently hiring for a Customer Service Associate (CSA) at its Oceanside Branch in Long Island. The CSA will be responsible for ensuring the accurate completion of customer requests and services, responding to inquiries in a timely fashion, and processing routine bank transactions. Prior experience as a Universal Banker, Relationship Banker, Customer Service Associate/Representative, Financial Service Associate, a plus.

The hourly wage minimum = $22; maximum = $29. The exact pay may vary based on skills, experience, training, licenses/certifications, language necessities, and location.

All applicants need to attach a recent resume.

Responsibilities:

  • Process customer transactions accurately and efficiently, including, but not limited to, deposits, withdrawals, transfers, money orders, cash advances, cashiers’ checks, and night drop bags.
  • Reconcile cash drawer by proving cash transactions, counting and packaging currency and coins.
  • Perform account services to all Dime customers.
  • Respond to customer inquiries and deliver in-depth knowledge of Dime products and services to provide appropriate solutions.
  • Support business development efforts of Branch Manager through in-branch sales, phone, and direct mailing campaigns.
  • Report under the Bank Secrecy Act (BSA), requirements related to Currency Transaction Report (CTR), Suspicious Activity Report (SAR) and Dime internal Suspicious Activity Tracking Report.
  • Perform New Account and File Maintenance reviews to ensure accuracy and integrity of data for SOX 404 purposes.
  • Possess current knowledge of bank regulatory requirements.
  • Uncover opportunities for and service clients with consumer and commercial lending needs and refer them to the appropriate department.
  • Make decisions within their realm of authority (i.e., overdrafts, overrides, signature guarantees) in lieu of absent managers.
  • Cross train on both teller window and banking platform as required.

Qualifications:

  • High School Diploma or equivalent required.
  • Minimum 1 year retail banking experience required. Prior experience as a Universal Banker, Relationship Banker, Customer Service Associate/Representative, Financial Service Associate, a plus.
  • Cash-handling experience preferred.
  • Excellent customer service skills.
  • Advanced PC, Network, E-Mail, Director, Internet, Word Processing, Spreadsheet, and Transaction Research experience preferred.
  • Strong problem-solving skills to effectively uncover and resolve customer issues.
  • Thorough understanding of compliance and record keeping requirements.

Apply