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Senior Client Services Associate Jobs in New York

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role ...

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves ...

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

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 ...

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and ...

What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...

This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and ...

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Showing results 1-20

Senior Client Services Associate information

See New York salary details

$31.7K

$81.2K

$145.5K

How much do senior client services associate jobs pay per year?

As of Aug 26, 2026, the average yearly pay for senior client services 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 is the difference between Senior Client Services Associate vs Client Services Associate?

AspectSenior Client Services AssociateClient Services Associate
Required CredentialsBachelor's degree, experience in client management, industry certificationsBachelor's degree, entry-level experience
Work EnvironmentCollaborative, client-facing, team-orientedSupportive, client interaction, entry-level support
Employer & Industry UsageFinancial services, consulting, tech firmsFinancial services, banking, insurance
Common Search & ComparisonHigher responsibility, client relationship managementEntry-level, support role

The main difference between a Senior Client Services Associate and a Client Services Associate lies in experience, responsibilities, and qualifications. The senior role involves more client relationship management, industry certifications, and leadership in client interactions, whereas the associate position is more support-focused and entry-level. Both roles are common in financial services and consulting industries, but the senior position requires more expertise and experience.

What does a senior client services associate do?

A senior client services associate manages client accounts, addresses client inquiries, and ensures customer satisfaction. They often coordinate with internal teams, utilize customer relationship management (CRM) tools, and may mentor junior staff to deliver consistent service quality.

What cities in New York are hiring for Senior Client Services Associate jobs?

Cities in New York with the most Senior Client Services Associate job openings:

Senior Client Services Associate

The Jacobson Group

New York, NY • On-site

$90K - $120K/yr

Other

Re-posted 29 days ago


Job description

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