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

IMA Financial Group

Senior Client Executive

Harrison, NY · On-site

$161K - $215K/yr

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

... 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

... 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 ...

Stelvio Private Wealth

Be Seen First

Senior Tax Associate

Greenwich, CT · On-site

$84K - $108K/yr (+ commission)

... of the Private Client Group of Wells Fargo Advisors. Stelvio Private Wealth has offices in ... The Senior Tax Associate will work closely with the Managing Partner and Associate Financial ...

Pwc

Tax Senior Associate - Private Companies

Stamford, CT · On-site

$77K - $214K/yr

As a Senior Associate, you will build meaningful client connections, manage and inspire others, and navigate increasingly complex situations. You are expected to anticipate the needs of your teams ...

Pwc

Oracle HCM Senior Associate

Stamford, CT · On-site

$77K - $202K/yr

These individuals analyse client needs, implement software solutions, and provide training and ... As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain ...

Pwc

SAP BRIM Consultant, Senior Associate

Stamford, CT · On-site

$77K - $202K/yr

As a Senior Associate, you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and ...

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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 Sep 14, 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

Senior Registered Private Client Associate - Garden City, NY

Montgomery, NY • On-site

janney
See more jobs at janneyexternal

$75K - $90K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 21 hours ago

Job description

As a Senior Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns.  You may be asked to perform operational responsibilities as well.

What you are good at

  • Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
  • Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
  • Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
  • Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

What you have
Requirements:

  • High School diploma; Associate’s or Bachelor’s degree preferred
  • At least five years’ experience as a Registered Private Client Associate
  • Series 7, 63 and 65, or 66
  • Excellent customer service skills
  • Proficient skills in Word, Excel, PowerPoint, and Outlook
  • Able to work effectively in a fast paced, deadline-oriented environment
  • Strong attention to detail
  • Able to work effectively as part of a team
  • High ethical standards

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.   Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k).  The salary range for this position will be $75,000 to $90,000.  Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

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