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Client Service Associate jobs in New York, NY

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CLIENT SERVICE ASSOCIATE

Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...

CompanyAdvisor Business Solutions
AddressNew York, NY
CategoryRetail
Salary$64k-83k (estimate)
Job typeFull Time
Date Posted 4 days ago See detail

Client Service Associate

Advisor Business Solutions

New York, NY

$64k-83k (estimate)

Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...

4 days ago seen See more...

Client Service Associate - Life and related insurance (In office - NYC)

Nfp

New York, NY

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

a week ago seen See more...

Senior Client Service Associate - Registered

Stifel Financial

New York, NY

$75,000 - $80,700 a year

Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...

2 weeks ago seen See more...

Registered Client Service Associate - NYC

Citi

New York, NY

$78,320 - $109,280 a year

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...

3 weeks ago seen See more...

Client Service Associate

Fortress Investment Group Llc

New York, NY

$100,000 - $140,000 a year

Responding to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines and investment related queries. Facilitating capital ac...

4 weeks ago seen See more...

Sr. Client Service Associate

Nfp

New York, NY

Develop and maintain strong relationships with clients, advisors and other team members across the firm. Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-o...

a month ago seen See more...

Client Service Associate- Treasury Partners

Hightower Advisors

New York, NY

$90,000 - $100,000 a year

Partner with Financial Advisors to support their business and provide important functions such as account opening and maintenance, asset allocation, portfolio implementation, strategic planning and operational support. Work direct...

a month ago seen See more...

Associate, Client Service - NY

Jordan Park Group

New York, NY

$100,000 - $120,000 a year

Responsible for complex client onboarding and investment account opening processes including subscription documentation for private investments. Creating tasks and maintaining client and partner data in Salesforce and other system...

a week ago seen See more...

Summer Associate, Client Service, 2024

Alphasights

New York, NY

$14,423 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...

a week ago seen See more...

Research Data Services Associate – Management Reporting New

Bank Of America

New York, NY

Work with internal partners to understand business requirements and design reporting solutions to recurring data needs. Support management team and other internal partners with specific data inquiries and ad hoc analysis. Ensure d...

11 hours ago seen See more...

Pharmacy Customer Service Associate New

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. In accordance with state and fed...

21 hours ago seen See more...

Customer Service Associate New

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. Engages customers and patients b...

21 hours ago seen See more...

Pharmacy Customer Service Associate New

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. In accordance with state and fed...

21 hours ago seen See more...

Summer Associate, Client Service, 2025

Alphasights

New York, NY

$14,400 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...

3 weeks ago seen See more...

Client Relations Associate- Full Time- Hybrid New

Confidential

New York, NY

$75,000 - $90,000 per year

We are looking for someone who is an effective communicator, engaged team player, and curious learner to join and grow in our company. Work with sales and operations to develop strategic plans for reaching key client engagement me...

31 minutes ago seen See more...

State and Local Tax Financial Services Senior Associate New

Pwc

New York, NY

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

12 hours ago seen See more...

Associate, Client Service, Asia International Team, Mandarin Speaker, 2024

Alphasights

New York, NY

$75,000 a year

Client service: Field incoming client briefs and utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mi...

4 weeks ago seen See more...

Client Onboarding Regulatory Services Associate

Morgan Stanley

New York, NY

- Update Firm systems and databases with information and documentation as obtained from client- Develop SME knowledge on KYC and Non-AML regulations along with MS specific to provide clear guidance and updates when onboarding new...

2 months ago seen See more...

Customer Service Associate

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. Engages customers and patients b...

4 days ago seen See more...

Pharmacy Customer Service Associate

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. In accordance with state and fed...

4 days ago seen See more...

Pharmacy Customer Service Associate

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. In accordance with state and fed...

4 days ago seen See more...

Seasonal Merchandising Service Associate - Weekends Preferred

York State Department Of Labor

New York, NY

Being friendly and professional, and engaging vendors and associates to meet store needs.. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate.. Creating visually appealing produc...

6 days ago seen See more...

Customer Service Associate

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. Engages customers and patients b...

6 days ago seen See more...

Pharmacy Customer Service Associate

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. In accordance with state and fed...

6 days ago seen See more...

Pharmacy Customer Service Associate

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. In accordance with state and fed...

6 days ago seen See more...

Client Services Account Director, Attractions & Destinations

Aka Nyc Limited

New York, NY

$95,000 - $120,000 a year

Serve as the main point of contact for key clients and maintain excellent service standards to ensure client needs and objectives are met. Work with the VP, Head of Arts Institutions and other agency leaders to deliver sound campa...

a week ago seen See more...

Seasonal Merchandising Service Associate - Weekends Preferred

York State Department Of Labor

New York, NY

Being friendly and professional, and engaging vendors and associates to meet store needs.. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate.. Creating visually appealing produc...

a week ago seen See more...

Pharmacy Customer Service Associate

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. In accordance with state and fed...

a week ago seen See more...

Pharmacy Customer Service Associate

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. In accordance with state and fed...

a week ago seen See more...

Customer Service Associate

York State Department Of Labor

New York, NY

Models and delivers a distinctive and delightful customer experience.. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.. Engages customers and patients b...

a week ago seen See more...

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What should I search to find Client Service Associate jobs in New York, NY?

People who searched for Client Service Associate jobs in New York, NY also searched for Customer Support Associate, Front Desk Associate, Associate Research Scientist, Accounting Associate, Associate Director, Senior Associate, Retail Stocking Associate, Service Representative, Customer Service Call, Travel Customer Service, Technology Services Lead, Boiler Service Technician, Director Of Health Services, Capital Markets Associate, Customer Service Officer, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in New York, NY

Project Manager, Customer Service Representative, Product Manager, Operations Manager, Case Manager, Senior Business Analyst, Software Development Engineer, Engineering Manager, Software Engineer, Business Continuity Analyst, Business Analyst, Executive Assistant, Senior Software Engineer, Senior Analyst, Engineer,

What companies are hiring for Client Service Associate jobs in New York?

The top companies hiring now for Client Service Associate jobs are Dogpound Fitness Inc., ECG Resources, MarketAxess, NFP Corp, Prime, SPS North America, Inc, Tatari, Wealth Enhancement Group,

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