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64 Equitable Client Services Associate Jobs Hiring Near You

The TCW Group

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 ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Axelon

Client Services Associate

Jacksonville, FL · Hybrid

$43/hr

Global Financial Firm located in Jacksonville, FL has an immediate contract opportunity for an experienced Client Services Associate Work Mode: Hybrid Pay rate range: $43.00 - $ 46.00 Negotiable ...

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Equitable Jobs Information

What is it like to work at Equitable?

Equitable is a company that values collaboration and innovation, fostering a culture of teamwork and mutual support among its employees. The company's structure is designed to promote a dynamic work environment, with various teams working together to achieve its mission of helping people and businesses prosper. Working at Equitable may appeal to candidates who are passionate about making a positive impact and are looking for a challenging and rewarding career in the financial services industry.

What makes Equitable an attractive place to work?

Equitable is a leading financial services company with a long history of innovation and commitment to customer satisfaction. The company offers a dynamic work environment that fosters collaboration, creativity, and professional growth, with opportunities to work on cutting-edge projects and develop new skills. By joining Equitable, individuals can contribute to the company's mission of helping people and businesses achieve their financial goals, while also advancing their own careers and making a meaningful impact in the industry.

Do workers at Equitable get paid breaks?

Yes. Most people get paid breaks.
83% of people say they get paid breaks.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and July 2025.

Does Equitable pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

At Equitable, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
75% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 8 people who took the Breakroom Quiz between May 2025 and March 2026.

Is the health insurance from Equitable affordable enough for their workers?

Most people say the health insurance costs are okay.
86% of people say the health insurance costs are okay
Based on data from 7 people who took the Breakroom Quiz between March 2025 and March 2026.

Do people get paid time off at Equitable?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 9 people who took the Breakroom Quiz between May 2025 and March 2026.

Do workers at Equitable worry about hours?

Most people don’t worry about getting enough hours.
86% of people report they don’t worry about getting enough hours.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and December 2025.

How easy is it to get time off at Equitable?

Most people find it easy to get time off.
95% of people report it’s easy to get time off.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and February 2026.

Do Equitable managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
83% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

Do jobs at Equitable spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
17% of people report that their job takes up time that they don’t get paid for.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

How easy is it to take sick days at Equitable?

Most people find it easy to take sick days.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.

Is working at Equitable good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

Do people at Equitable feel treated with respect by their managers?

Most people feel treated with respect by their managers.
86% of people say they’re treated with respect by their managers.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable get to take their breaks without interruption?

Most people get breaks without interruption.
94% of people report that they get to take their breaks without interruption.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

Is it stressful to work at Equitable?

Some people feel stressed out here.
55% of people say they often feel stressed out at work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable enjoy their jobs?

Most people enjoy their job.
68% of people report they enjoy their job.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable recommend working with their team?

Only some people recommend working with their team.
41% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get enough training when they start at Equitable?

Some people didn’t get enough training when they started.
35% of people report they didn’t get enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get support to advance at Equitable?

Most people are given support to advance their career here.
In the last year, 71% of people report being given support to advance their career here.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people think Equitable’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
67% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and March 2026.

Do workers feel well informed about how Equitable is doing?

Most people feel well informed about how the company is doing.
84% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.
What other companies are hiring for Client Services Associate jobs?
What are the most popular jobs at Equitable?
What are the most popular categories at Equitable?
Infographic showing various Client Services Associate job openings at Equitable in the United States as of July 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.
Client Services Associate

Client Services Associate

The TCW Group

Manhattan, NY • On-site

$80K - $100K/yr

Full-time

Posted 5 days ago

Job description

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 a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.
Essential Duties
  • Serve as the primary point of contact for clients and their consultants, addressing their needs and building strong relationships.
  • Respond promptly and accurately to client inquiries and requests for information, providing timely and effective solutions.
  • Prepare and deliver regular and ad-hoc investor materials, including marketing presentations, performance reports, and data analysis.
  • Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting.
  • Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal,) to facilitate client requests, resolve issues, and ensure seamless service delivery.
  • Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing.
  • Assist with all aspects of the marketing and fundraising cycle for new alternative investment funds and related vehicles.
  • Support the completion of due diligence questionnaires and the management of investor inquiries and data rooms.
  • Identify opportunities to improve processes, enhance efficiency, and provide a superior client experience

Required Qualifications
  • Bachelor's degree.
  • 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations.
  • Solid working knowledge and understanding of capital markets and alternative investments.
  • Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting).
  • Strong analytical, problem-solving, and project management skills.
  • Excellent written and verbal communication skills, with the ability to present information clearly and professionally.
  • High level of organizational skills and attention to detail, with a focus on accuracy.
  • Ability to prioritize tasks, manage time effectively, and work well under pressure in a fast-paced environment

Professional Skills Qualifications
  • Proactive and self-motivated with the ability to work independently and as part of a team.
  • Strong teamwork and interpersonal skills, with the ability to build effective relationships.
  • Passion for providing exceptional client service and exceeding client expectations

This role requires candidates to work from a TCW office a minimum of four days a week. Flexibility for remote work is offered on one day, depending on business needs.
Estimated Compensation:
Base Salary: For a CA and NY based positions, the base salary range is $80k - $100k. This represents base salary range only.
Other Compensation:In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.
Benefits: Eligible for TCW's comprehensive benefits package.
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