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Sr Client Associate Jobs in New York (NOW HIRING)

Monitise

Senior Client Program Manager

Berkeley Heights, NJ · On-site

$120K - $198K/yr

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 ...

Progyny

Senior Client Onboarding Manager

New York, NY · On-site

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 ...

Progyny

Senior Client Onboarding Manager

New York, NY · On-site

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 ...

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Sr Client Associate information

What is a Sr Client Associate?

Sr Client Associates, or Senior Client Associates, are experienced professionals who support financial advisors or client relationship managers in delivering services to clients. Their responsibilities often include managing client accounts, handling transactions, resolving client inquiries, preparing reports, and ensuring compliance with regulations. They play a key role in maintaining and strengthening client relationships by providing efficient and personalized service. Additionally, Sr Client Associates may mentor junior staff and assist with business development activities. This role typically requires strong communication, organizational skills, and a background in finance or customer service.

What are the key skills and qualifications needed to thrive as a Sr Client Associate?

To thrive as a Sr Client Associate, you need strong client service skills, financial acumen, and experience in financial services, often supported by a bachelor's degree and relevant industry licenses (such as FINRA Series 7 and 63/66). Proficiency in CRM platforms, financial planning software, and office productivity tools is typically required. Exceptional communication, attention to detail, and problem-solving abilities help build client trust and foster lasting relationships. These skills and qualities are essential for ensuring client satisfaction, regulatory compliance, and effective support for financial advisors.

How does a Sr Client Associate typically collaborate with financial advisors and other team members to support client needs?

As a Sr Client Associate, you will frequently work closely with financial advisors, operations staff, and sometimes compliance teams to ensure seamless client service. Your responsibilities often include preparing account documentation, resolving client inquiries, and coordinating transactions, which require clear communication and teamwork. Building strong relationships with both clients and internal partners is essential, as you act as a liaison and help maintain client satisfaction. This collaborative environment not only supports client retention but also provides opportunities to learn from experienced colleagues and advance within the organization.

What is the difference between Sr Client Associate vs Client Associate?

AspectSr Client AssociateClient Associate
Required CredentialsBachelor's degree, relevant certifications, experienceBachelor's degree, entry-level experience
Work EnvironmentClient-facing, team collaboration, financial servicesClient-facing, support role, financial services
Employer & Industry UsageFinancial firms, asset management, bankingFinancial firms, banking, investment firms
Common Search & ComparisonHigher responsibility, client interaction, supportEntry-level, support role, learning

The main difference between a Sr Client Associate and a Client Associate lies in experience, responsibilities, and level of client interaction. The Sr Client Associate typically handles more complex client needs, has greater decision-making authority, and requires more experience and certifications. The Client Associate is usually an entry-level role focused on supporting client services. Both roles are common in financial services, but the senior position offers more responsibility and expertise.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with teams, and use tools like CRM systems to maintain client accounts and support senior staff.

What are the most commonly searched types of Sr Client jobs in New York?

The most popular types of Sr Client jobs in New York are:

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

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

Sr Client Associate jobs near you
Infographic showing various Sr Client Associate job openings in New York as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Remote job distribution.

Senior Client Services Associate

The Jacobson Group

Manhattan, NY • On-site

$90K - $120K/yr

Other

Re-posted 25 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

Apply