Client Service Associate Jobs in New York, NY | Glassdoor

Client Service Associate Jobs in New York, NY

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  • 3.8
    HighTower Advisors – New York, NY
    Est. Salary $40k-$58k
    26 days ago 26d
    functions. Job Description : Client Service Associate Be the first point of contact for clients and visitors in the office and… reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy Process client requests (wires…
  • 3.7
    Morgan Stanley – New York, NY
    Est. Salary $41k-$60k
    4 days ago 4d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. · Superior interpersonal, organizational and client service skills. Experience · Industry experience is a plus.…
  • 2.7
    Sterling Bancorp – Orangeburg, NY
    Est. Salary $27k-$39k
    17 days ago 17d
    value honesty, integrity and go above and beyond for their clients. It's an exciting time to work for Sterling National Bank… Effective Decision Maker * Results oriented * Strong service orientation. Posted by StartWire…
  • 3.1
    Interactive One – New York, NY
    Est. Salary $55k-$80k
    19 days ago 19d
    growth. The Client Services department is looking for energetic, creative, fun, and professional Client Services Associate. This role… as primary client liaison during post-sales, building & develop client relationships and providing world-class client support.…
  • 3.4
    Jacobs Levy Equity Management – Florham Park, NJ
    Est. Salary $52k-$75k
    30+ days ago 30d+
    individual to work in our Client Service and Marketing Group. This professional will prepare client, consultant, and prospect… reports, questionnaires, RFPs Compiling and analyzing data for client, consultant, and prospect reports Updating consultant databases…
  • 3.3
    Lazard Asset Management – New York, NY
    Est. Salary $46k-$66k
    28 days ago 28d
    production of all new business and client service presentation materials. The Client Service Associate has direct interaction as the… objectives of the respective business channel by servicing existing clients. The longer-term goal for this role is to get involved…
  • 3.5
    UBS – New York, NY
    Est. Salary $42k-$61k
    3 days ago 3d
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
  • Beacon Wealth Management, LLC – Hackensack, NJ
    Est. Salary $40k-$58k
    30+ days ago 30d+
    completion Assist in the client file management and provide input to open items and actions to associate and lead advisors Key… Responsibility Involvement in most aspects of pre-client meeting activities such as client paperwork, presentations, and preparation of…
  • 3.3
    Radio One – New York, NY
    Est. Salary $35k-$50k
    19 days ago 19d
    growth. The Client Services department is looking for energetic, creative, fun, and professional Client Services Associate. This role… as primary client liaison during post-sales, building & develop client relationships and providing world-class client support.…
  • 3.4
    CIBC – New York, NY
    Est. Salary $32k-$42k
    10 days ago 10d
    prepare correspondence, maintain files Integral support for client service teams and special projects as assigned/requested Handle… years’ experience in trust and/or investments *Strong client service orientation *Proficient with Microsoft Word, Outlook,…
  • 3.4
    Citibank – New York, NY
    Est. Salary $33k-$44k
    11 days ago 11d
    Communicate regularly with clients on items such as monthly statements; provide full customer service. Full knowledge of the Firm's… reviewing client accounts. Answer phones, take messages, and respond to client requests, when appropriate. Take client's orders…
  • 3.5
    UBS – New York, NY
    Est. Salary $45k-$68k
    4 days ago 4d
    other materials for client meetings –collect the right documentation for opening new accounts and service requests –plan team… ’ll: –keep management systems up-to-date with client information –educate clients on account services and capabilities –help with…
  • 3.8
    HighTower Advisors – New York, NY
    3 days ago 3d
    join its growing team as a Registered Client Associate. The Registered Client Associate role is an excellent opportunity to obtain… directly with high-net-worth clients. Primary responsibilities of the Registered Client Associate will include account opening…
  • 3.2
    Sumitomo Mitsui Banking Corporation – New York, NY
    Est. Salary $55k-$79k
    27 days ago 27d
    will be assigned by Senior Client Service Associate to provide training to junior Client Service Associate for their daily tasks,… issues and inquiries from clients to keep for our records · Work with our partner bank to set up service products, provide support…
  • 2.7
    Sterling National Bank – New York, NY
    Est. Salary $30k-$41k
    4 days ago 4d
    value honesty, integrity and go above and beyond for their clients. It’s an exciting time to work for Sterling National Bank…
  • 3.4
    Bank of America – New York, NY
    10 days ago 10d
    banking convenience of Bank of America. Description The Client Associate (CA) role is a sales support position, typically providing… for this position. NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered…
  • 3.3
    SMBC Group – New York, NY
    Est. Salary $48k-$70k
    26 days ago 26d
    will be assigned by Senior Client Service Associate to provide training to junior Client Service Associate for their daily tasks,… issues and inquiries from clients to keep for our records · Work with our partner bank to set up service products, provide support…
  • 3.5
    Citi – New York, NY
    Est. Salary $33k-$45k
    11 days ago 11d
    Communicate regularly with clients on items such as monthly statements; provide full customer service. Full knowledge of the Firm's… reviewing client accounts. Answer phones, take messages, and respond to client requests, when appropriate. Take client's orders…
  • 3.7
    Morgan Stanley – New York, NY
    Est. Salary $62k-$107k
    18 days ago 18d
    ultra-high-net-worth clients, their families and foundations. The PWM Registered Associate is a client-facing role. Through… the specific needs and service issues of high net worth clients in order to cultivate existing client relationships. The…
  • 3.4
    Signature Bank – New York, NY
    1 days ago 13hr
    products and services appropriate to client needs Senior Client Associate - Private Client Group Minimum 5 years of related… Senior Client Associate - Private Client Group Joina winning team! Signature Bank® has beenranked among the Top 10 on Forbes…
  • 3.6
    NFP – New York, NY
    EASY APPLY
    Est. Salary $32k-$43k
    19 days ago 19d
    for a Client Service Associate, supporting a successful Financial Advisor/Insurance Producer. The Client Service Associate supports… facilitate the new policy process. The Client Services Associate must provide superior client service by identifying the client’s wants…
  • 3.4
    Citibank – New York, NY
    Est. Salary $30k-$42k
    12 days ago 12d
    Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus… focus is on client satisfaction and deepening relationships. Job Responsibilities Efficiently manage inquiries from CWM…
  • 2.6
    Xerox – New York, NY
    7 days ago 7d
    Includes Tier 1 Client Associate Mail duties plus: * Operation of high level mail equipment: mail inserters, sorters and finishing… Coordinate automated and manual processes for finishing and mailing client materials * Implement and maintain distribution and tracking…
  • 3.6
    J.P. Morgan – New York, NY
    Est. Salary $39k-$53k
    10 days ago 10d
    relationships. The Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of… Summary The Client Service Associate (CSA) role is responsible for maintaining, deepening and enriching client relationships.…
  • 3.5
    CIBC World Markets – New York, NY
    Est. Salary $43k-$58k
    10 days ago 10d
    prepare correspondence, maintain files Integral support for client service teams and special projects as assigned/requested Handle… years’ experience in trust and/or investments *Strong client service orientation *Proficient with Microsoft Word, Outlook,…
  • 3.5
    Citi – New York, NY
    Est. Salary $30k-$43k
    11 days ago 11d
    Licensed Customer Associates are expected to support Financial Advisors and provide world class customer service where the focus… focus is on client satisfaction and deepening relationships. Job Responsibilities Efficiently manage inquiries from CWM FAs…
  • 3.4
    Signature Bank – New York, NY
    2 days ago 2d
    responsibilities include: Provide excellent client service, resolve issues and respond to client inquiries/requests regarding accounts… investment adviser and member FINRA/SIPC. SeniorClient Associate - Private Client Group - Brooklyn, NY In this position, you will…
  • 3.5
    UBS – Short Hills, NJ
    Est. Salary $32k-$43k
    18 days ago 18d
    Are you truly service oriented? Do you possess your Series 7 license and have experience supporting clients? We’re looking for… other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team…
  • 2.5
    Intria – New York, NY
    Est. Salary $31k-$42k
    10 days ago 10d
    prepare correspondence, maintain files Integral support for client service teams and special projects as assigned/requested Handle… years’ experience in trust and/or investments *Strong client service orientation *Proficient with Microsoft Word, Outlook,…
  • 3.4
    Bank of America – New York, NY
    1 days ago 13hr
    banking convenience of Bank of America. Description The Client Associate (CA) role is a sales support position, typically providing… for this position. NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered…
  • 3.4
    Signature Bank – Brooklyn, NY
    3 days ago 3d
    investment adviser and member FINRA/SIPC. Senior Client Associate - Private Client Group - Brooklyn, NY In this position, you… responsibilities include: Provide excellent client service, resolve issues and respond to client inquiries/requests regarding accounts…
Job Title Location Employer Salary
Client Service Associate New York, NY HighTower Advisors $40k-$58k
Client Service Associate * New York, NY Morgan Stanley $41k-$60k
Client Service Associate Orangeburg, NY Sterling Bancorp $27k-$39k
Client Service Associate New York, NY Interactive One $55k-$80k
Client Service Associate Florham Park, NJ Jacobs Levy Equity Management $52k-$75k
CLIENT SERVICE ASSOCIATE New York, NY Lazard Asset Management $46k-$66k
Client Service Associate New York, NY UBS $42k-$61k
Client Service Associate Hackensack, NJ Beacon Wealth Management, LLC $40k-$58k
Client Service Associate New York, NY Radio One $35k-$50k
Client Service Associate, Private Wealth - NYC New York, NY CIBC $32k-$42k
Client Service Associate Lexington Avenue New York, NY Citibank $33k-$44k
Registered Client Service Associate New York, NY UBS $45k-$68k
Registered Client Associate New York, NY HighTower Advisors $46k-$65k
Client Service Associate II New York, NY Sumitomo Mitsui Banking Corporation $55k-$79k
Client Service Associate 1-PT New York, NY Sterling National Bank $30k-$41k
Client Associate New York, NY Bank of America $58k-$90k
Client Service Associate II New York, NY SMBC Group $48k-$70k
Client Service Associate Lexington Avenue New York, NY Citi $33k-$45k
Private Wealth Management Client Service Associate New York, NY Morgan Stanley $62k-$107k
Senior Client Associate - Officer New York, NY Signature Bank $45k-$63k
Client Service Associate / Advisor's Assistant New York, NY NFP $32k-$43k
Registered Client Service Associate - 3rd Ave & New York, NY Citibank $30k-$42k
Client Associate, Mail - Level A02 New York, NY Xerox $33k-$48k
Asset Management | Latin America Private Bank | Client Service Associate New York, NY J.P. Morgan $39k-$53k
Client Service Associate, Private Wealth - NYC New York, NY CIBC World Markets $43k-$58k
Registered Client Service Associate - 3rd Ave & New York, NY Citi $30k-$43k
Senior Client Associate - Private Client Group New York, NY Signature Bank $45k-$63k
Client Service Associate - Licensed Short Hills, NJ UBS $32k-$43k
Client Service Associate, Private Wealth - NYC New York, NY Intria $31k-$42k
Registered Client Associate- New York, NY Bank of America $45k-$66k
Senior Client Associate Brooklyn, NY Signature Bank $45k-$63k
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