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Senior Client Associate Jobs in New York (NOW HIRING)

Senior Client Service Associate

Manhattan, NY ยท On-site

$95K - $125K/yr

The Senior Client Service Associate is dedicated to supporting our new and existing customers to ensure they receive the maximum benefit of their OSTTRA services. This position focuses on providing ...

Job Title Senior Client Program Manager What does a successful Senior Client Program Manager do at ... For incentive eligible associates, the successful candidate is eligible for an annual incentive ...

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Partnering with a team of Associate Onboarding Manager (s) and/or Onboarding Manager(s) within the ...

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Partnering with a team of Associate Onboarding Manager (s) and/or Onboarding Manager(s) within the ...

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations ... Partnering with a team of Associate Onboarding Manager (s) and/or Onboarding Manager(s) within the ...

Sr Client Delivery Analyst

New York, NY ยท Hybrid

$96K - $127K/yr

As the Senior Client Delivery Analyst, you will oversee the end-to-end onboarding process for new ... Technical acumen and ability to quickly learn new technologies #sales #full-time #associate #mid ...

Showing results 21-40

Senior Client Associate information

See New York salary details

$31.7K

$81.2K

$145.5K

How much do senior client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for senior client associate in New York is $81,175.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,700.00 and $103,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are popular job titles related to Senior Client Associate jobs in New York? For Senior Client Associate jobs in New York, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in New York look for? The top searched job categories for Senior Client Associate jobs in New York are:
What cities in New York are hiring for Senior Client Associate jobs? Cities in New York with the most Senior Client Associate job openings:
Infographic showing various Senior Client Associate job openings in New York as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $81,175 per year, or $39 per hour.

Senior Client Services Associate

The Jacobson Group

Manhattan, NY โ€ข On-site

$90K - $120K/yr

Other

Re-posted 13 days ago


Job description


We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution, strong service delivery and effective collaboration across internal teams.
Responsibilities:
  • Lead and support a small client services team by managing workloads, providing training, and reviewing deliverables.
  • Serve as a point of contact between team members and management.
  • Assist clients and advisors with insurance portfolio inquiries, analysis, and documentation.
  • Obtain and review policy data, illustrations, and carrier information.
  • Prepare premium invoices, policy summaries, portfolio reviews and customized reporting.
  • Process policy changes, claims, surrenders and withdrawals through completion.
  • Maintain accurate client records and documentation.
  • Ensure compliance with applicable insurance regulations.
  • Collaborate with relationship managers and analysts on complex requests.
Requirements:
  • 3+ years of client service experience in the insurance industry
  • Prior experience in a senior or leadership role
  • Bachelor's degree (preferred)
  • Strong knowledge of life insurance products (e.g., term, whole life, UL, VUL)
  • Proficiency in Excel and Microsoft Office
  • Strong analytical, organizational and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Insurance or financial licenses (preferred)

Pay Range:
The anticipated pay range for this position is $90,000 to $120,000 annually. We understand salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity. We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.
Contact:
Janet Foor
jfoor@jacobsongroup.com