Top 321 Client services associate Jobs in Locust Valley, Ny

Client Service Associate / Wealth Management Operations Specialist
Asset Management Group Inc —Stamford, CT
- $75,000 - $90,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Associate Director, PBM Client Services
Healthcare Support —New York, NY
- $163,000 - $190,000 a year
- Monday to Friday
- Hybrid work
- 6 years
- Office
- Analysis skills
- Health savings account
- AD&D insurance
Quick Apply
Client Experience Associate
Appliance World of Huntington Inc. —Oyster Bay, NY
- From $25 an hour
- Weekends as needed
- Hospitality
- Dealership
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Client Support Associate
Safavieh Inc. —Port Washington, NY
- $25 - $28 an hour
- Full-time
- Google Workspace
- Communication skills
- Entry level
- Free parking
- Paid holidays
Quick Apply
Associate, Internal Client Support
Webster Financial Corporation —White Plains, NY
- $23 - $24 an hour
- Office
- Master's degree
- Associate's degree
7d
Client Service Associate
Stifel —White Plains, NY
- $43,800 - $65,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Client Management Specialist
Stephen Gould Corporation —Rye Brook, NY
- $70,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- Research
- Mid-level
Client Relationship Associate
Opal Wealth Advisors —Jericho, NY
- $70,000 - $80,000 a year
- Full-time
- Hospitality
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
PBM Client Success Associate
Rightway —New York, NY
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
Associate, Client Strategy
Shop My —New York, NY
- $70,000 - $85,000 a year
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Client and Advisor Experience Associate
EARNED —New York, NY
- $125,000 - $150,000 a year
- Full-time
- Presentation skills
- Bachelor's degree
- Training & development
- Health insurance
- Dental insurance
CLIENT SERVICES SPECIALIST
Ambassador College Bookstores Inc —Plainview, NY
- $21 - $24 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Quality control
Registered Private Client Associate - Hauppauge, NY
Janney Montgomery Scott LLC —Hauppauge, NY
- $75,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Client Service Associate
Morgan Stanley —New York, NY
- $35,360 - $90,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Healthcare Associate (Class of 2027)
Guidepoint —New York, NY
- $70,000 - $75,000 a year
- Hybrid work
- Writing skills
- Research
- Office
- Commuter assistance
- Paid holidays
2d
Client Success Associate
Vistar Media —New York, NY
- $46,700 - $84,300 a year
- Full-time
- Hybrid work
- Bachelor's degree
- 1 year
- Communication skills
- Paid parental leave
- AD&D insurance
9d
Associate UX Designer – Client Platform
Morgan Stanley —New York, NY
- $58,000 - $115,000 a year
- Full-time
- Mid-level
- Office
- Master's degree
Associate, Internal Client Support
Webster Bank —White Plains, NY
- $23 - $24 an hour
- Office
- Master's degree
- Associate's degree
7d
Client Success Associate
Manifest OS —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- SQL
Quick Apply
14d
Client Specialist
Talbots —Manhasset, NY
- $17.50 - $21.90 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply

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Client Service Associate / Wealth Management Operations Specialist

Asset Management Group Inc -
Stamford, CT

Quick Apply

Job Details

Full-time
$75,000 - $90,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Professional development assistance
Retirement plan

Qualifications

Financial planning firm experience
Financial services

Full Job Description

Help Successful Families Build Better Financial Futures

At Asset Management Group, we help individuals and families make confident financial decisions through thoughtful planning, investment management, retirement planning, estate planning, and tax-efficient strategies.

We're looking for someone who enjoys learning, solving problems, building relationships, and making a meaningful difference in the lives of others.

This isn't simply an administrative position—it's an opportunity to become an important member of a close-knit team that values professionalism, kindness, continuous learning, and exceptional client service.

About You

You enjoy bringing order to complexity.

You naturally notice details.

You ask thoughtful questions.

You remain calm when priorities change.

You enjoy working with people and helping them feel well cared for.

You believe there is always a better way to do something and enjoy learning new skills.

Most importantly, you're optimistic, dependable, and genuinely enjoy contributing to a positive workplace.

What You'll Do

Working alongside Financial Planners, you'll help deliver an exceptional client experience by:

Coordinating client meetings and follow-up
Managing client service requests
Preparing account paperwork and transfers
Maintaining client records and workflows
Communicating with clients and custodians
Organizing planning information
Monitoring deadlines and priorities
Identifying opportunities to improve processes

Every day is different, making this an excellent opportunity for someone who enjoys variety and continuous learning.

Our Culture

We believe people do their best work when they enjoy coming to work.

We're professional without being formal.

We support one another, celebrate successes, share ideas freely, and believe that kindness, curiosity, and accountability belong together.

If you're someone who smiles easily, enjoys learning, takes pride in your work, and appreciates being part of a collaborative team, you'll likely feel at home here.

Professional Growth

We're interested in hiring someone who wants to build a long-term career.

As your knowledge and responsibilities grow, opportunities may include:

Senior Client Service Associate
Client Relationship Manager
Operations Management
Paraplanning
CFP® Professional Track
Financial Planning

We invest in training because we believe people with curiosity, character, and initiative continue to grow throughout their careers.

Qualifications

We're more interested in aptitude, attitude, and character than finding someone who has held this exact title before.

Ideal candidates will have:

3+ years of professional experience
Excellent communication skills
Strong organizational ability
High attention to detail
Technology aptitude
Ability to learn quickly
Professional maturity
A positive, client-first attitude

Experience in financial services is required.

Why This Position Is Still Available

We've had the opportunity to meet many talented people.

We're simply looking for someone whose abilities, personality, and values genuinely complement our team.

We're willing to be patient because we hope this person will build a long-term career with us.

If this sounds like the kind of environment where you would thrive, we'd enjoy hearing from you.

Pay: $75,000.00 - $90,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Paid time off
Professional development assistance
Retirement plan

Application Question(s):

Are you within a 30 minute commute of Stamford?
Is there anything else you would like us to know that may not be reflected on your resume?
What type of environment allows you to perform at your highest level:
Structured and process-driven
Fast-paced and constantly changing
Independent with minimal oversight
Highly collaborative and team-oriented

Have you remained at your current or most recent employer for at least 2 years?
What attracted you to this position instead of the hundreds of other administrative or client service positions currently available?
What do you hope to know or be able to do professionally five years from now that you cannot do today?

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in locust valley, ny

Client Service Associate / Wealth Management Operations Specialist

Associate Director, PBM Client Services

Client Experience Associate

Client Support Associate

Associate, Internal Client Support

Client Service Associate

Client Management Specialist

Client Relationship Associate

PBM Client Success Associate

Associate, Client Strategy

Client and Advisor Experience Associate

CLIENT SERVICES SPECIALIST

Registered Private Client Associate - Hauppauge, NY

Client Service Associate

Client Service Healthcare Associate (Class of 2027)

Client Success Associate

Associate UX Designer – Client Platform

Associate, Internal Client Support

Client Success Associate

Client Specialist

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