About Redshift
Sourced by ZipRecruiter
Company size
11 - 50 Employees
Headquarters location
San Francisco, CA, US
Year founded
2009
$22 - $25/hr
Contractor
Posted 10 days ago
Job description
Client Service Associate
Location: New York, NY
Pay Rate: $22-$25 per hour + performance-based bonuses
Type: Full-Time | Onsite
Industry: Financial Services (Wealth Management & Private Equity)
Position Overview
A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. This role blends administrative support with client-facing responsibilities and offers strong training, professional development, and long-term growth opportunities.
The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations. While this role may be based near the front of the office, it is not a receptionist position and involves meaningful operational and client support work.
Key Responsibilities
Job Requirements
Qualifications
To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-me
redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.
Location: New York, NY
Pay Rate: $22-$25 per hour + performance-based bonuses
Type: Full-Time | Onsite
Industry: Financial Services (Wealth Management & Private Equity)
Position Overview
A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. This role blends administrative support with client-facing responsibilities and offers strong training, professional development, and long-term growth opportunities.
The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations. While this role may be based near the front of the office, it is not a receptionist position and involves meaningful operational and client support work.
Key Responsibilities
- Provide administrative and client service support to wealth management professionals
- Greet clients and visitors in a professional, welcoming manner
- Prepare, review, and process documentation with a high level of accuracy
- Manage emails, scheduling, and internal coordination for assigned teams
- Support data entry, reporting, and document management using financial systems
- Assist with ongoing client service requests and follow-up activities
- Learn and utilize financial software platforms; training provided
- Support day-to-day office operations as needed
Job Requirements
Qualifications
- Highly organized, detail-oriented, and professional demeanor
- Strong numerical aptitude with excellent accuracy
- Prior administrative or client support experience preferred
- Proficiency with Microsoft Office, especially Excel and PDF tools
- Ability to learn financial services software and processes
- Bachelor's degree preferred but not required
- Financial services experience or investment licenses are a plus
- Stable work history and strong reliability required
- Willingness to work onsite in a New York City office daily
To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-me
redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.
weareredshift.com
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Customer Service Associate?
A: To succeed as a Customer Service Associate, key technical skills include proficiency in communication tools, such as phone systems and customer relationship management software, as well as knowledge of product or service offerings. Essential soft skills include empathy, active listening, and problem-solving abilities, which enable associates to effectively resolve customer complaints and provide personalized support. By combining these technical and soft skills, customer service associates can build strong relationships with customers, drive customer satisfaction, and contribute to long-term business growth.
Q: What is the career path for a Customer Service Associate?
A: A Customer Service Associate typically starts as an entry-level representative, handling customer inquiries and resolving issues, before progressing to mid-level roles such as Customer Service Team Lead or Quality Assurance Specialist, where they oversee team performance and implement process improvements. As they gain experience, they can move into senior roles like Customer Experience Manager or Operations Manager, focusing on strategic planning and team leadership. With continued skill development in areas like communication, problem-solving, and leadership, a Customer Service Associate can pursue long-term career prospects in management, training, or specialized fields like customer success or account management.
