ZipRecruiter

Log In

1

Senior Client Associate Jobs in Peekskill, NY (NOW HIRING)

Wells Fargo

Senior Registered Client Associate

Darien, CT · On-site

  • Medical

  • Life

  • Retirement

  • PTO

Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

Hilbgroup

Senior Client Placement Lead Associate

Harrison, NY · Hybrid

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Hilb Group is currently seeking a motivated and ambitious Senior Client Placement Lead Associate to join our team. This position will report to our agency located in Harrison, NY. The ideal ...

Hilb Group

Senior Client Placement Lead Associate

Harrison, NY · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Hilb Group is currently seeking a motivated and ambitious Senior Client Placement Lead Associate to join our team. This position will report to our agency located in Harrison, NY. The ideal ...

IMA Financial Group

Senior Client Executive

Harrison, NY · On-site

$161K - $215K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Values and understands the importance of diversity, equity, and inclusion among all IMA associates * Client Management * Leads both long- and short-term strategic consultation and planning efforts ...

IQVIA

Associate Client Success Director

Greenwich, CT · Remote

  • Medical

  • Life

... Associate Client Success Director. In this role, you will serve as the strategic partner and ... Acts as coach for Client Success Business Analysts, Client Success Managers, and Sr. Client Success ...

IQVIA

Associate Client Success Director

Greenwich, CT · Remote

  • Medical

  • Life

... Associate Client Success Director. In this role, you will serve as the strategic partner and ... Acts as coach for Client Success Business Analysts, Client Success Managers, and Sr. Client Success ...

Accenture

Client Relationship Marketing Associate Director

Carmel, NY · On-site

$40K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Relationship Marketing Associate Director for a large, Communications, Media and ... Demonstrated measurable deepening of senior-level relationships through more executive contacts ...

Accenture

SAP ERCS Associate Director

Carmel, NY

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Proven ability tooperateas a senior client advisor, witha track recordof building and sustaining ... Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must ...

Posted today

Reynolds + Rowella

Senior Tax Associate

Ridgefield, CT · On-site

$85K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Senior Tax Associate Classification: Full-Time, Exempt Reports to: Tax Manager *No agency or ... They also are responsible for the day-to-day individual and business client interaction. Essential ...

Reynolds + Rowella

Senior Tax Associate

Ridgefield, CT · Hybrid

$85K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Senior Tax Associate Classification: Full-Time, Exempt Reports to: Tax Manager *No agency or ... They also are responsible for the day-to-day individual and business client interaction. Essential ...

next page

Showing results 1-20

All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Peekskill, NY

Senior Client Associate information

See Peekskill, NY salary details

$30.3K

$77.5K

$139K

How much do senior client associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for senior client associate in Peekskill, NY is $77,535.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $99,300.00 per year, depending on experience, location, and employer.

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 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 cities near Peekskill, NY are hiring for Senior Client Associate jobs?

Cities near Peekskill, NY with the most Senior Client Associate job openings:

Senior Client Associate jobs near you

J.P. Morgan Advisors - Senior Client Associate

Chase

West Harrison, NY • On-site

Other

Re-posted 11 days ago

Chase Bank rating

8.1

Company rating: 8.1 out of 10

Based on 156 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

Client Associate

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.

As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.

Job responsibilities:

  • Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
  • Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
  • Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
  • Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
  • Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
  • Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:

  • Bachelor's degree or equivalent experience
  • Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
  • Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
  • Proactively identify and deliver appropriate solutions that address the needs of our clients
  • Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

  • Able to adapt and stay abreast of changing technology and regulatory policies
  • Highly proficient user of Word, PowerPoint, and Excel

What Chase Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply