Top 322 Client services associate Jobs in Manhasset Ny

Client Service Associate / Wealth Management Operations Specialist
Asset Management Group Inc —Stamford, CT
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Client Service Associate
Twenty Four Wealth Management —Darien, CT
- $65,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Paid training
- Paid holidays
Quick Apply
Client Service Supervisor- Office Services
Canon U.S.A., Inc. —New York, NY
- $66,300 - $68,700 a year
- Full-time
- Clean driving record
- Sales
- 5 years
- Profit sharing
- Health insurance
Quick Apply
Associate Business Analyst, Client
Macquarie Group Limited —New York, NY
- $145,000 - $165,000 a year
- Full-time
- Mid-level
- Analysis skills
- 4 years
- Paid parental leave
- Health savings account
Client Resolution Specialist
Imperial PFS —Jersey City, NJ
- $58,000 - $77,000 a year
- Full-time
- Mid-level
- Communication skills
- Paid training
- Wellness program
Quick Apply
3rd and 5th Grade (Math and Reading) Tutor Part-Time In Client's Home $25/Hour
Club Z! Tutoring —New York, NY
- $25 an hour
- Part-time
- Background check
- High school
- Computer literacy
Quick Apply
13d
Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)
Boston Consulting Group —New York, NY
- $124,800 - $129,000 a year
- Full-time
- Urgent Care
- English
- Mid-level
- Profit sharing
- Paid parental leave
Client Engagement Senior Associate, Tax Operations
Crowe —New York, NY
- $21.75 - $44.50 an hour
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- US work authorization
Quick Apply
8d
Client Service Representative
Pro Standard Private Wealth —Great Neck, NY
- $40,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- Mid-level
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
Client Services Associate
Medicare Rights Center —New York, NY
- $45,000 - $50,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
11d
Client Service Associate
Mariner Wealth Advisors —New York, NY
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Analysis skills
1d
Senior Associate. Client Service Associate (CSA)
Webster Bank —New York, NY
- $35 - $40 an hour
- Remote
- Mid-level
- 3 years
- High school diploma or GED
4d
Client Services Associate
Seamless Talent —New York, NY
- $80,000 - $85,000 a year
- Microsoft Excel
- Mid-level
- Office
Client Delivery Associate
NewtonX —New York, NY
- $73,250 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- Entry level
- Commuter assistance
- Paid holidays
Client Success Associate
Onshore —New York, NY
- $100,000 - $120,000 a year
- Monday to Friday
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
Quick Apply
Client Service Associate I
JPMorganChase —Brooklyn, NY
- $74,100 - $100,000 a year
- Full-time
- Computer literacy
- Conflict management
- Communication skills
- Health insurance
- Tuition reimbursement
4d
Associate, Network & Client Services
Altis —New York, NY
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- US work authorization
- Health insurance
- Food provided
Quick Apply
14d
Client Invoicing Associate
Guggenheim Partners —New York, NY
- $100,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Sr Client Service Associate
Wealth Enhancement Group —Great Neck, NY
- $51,450 - $84,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Associate, Client Services
Third Bridge —New York, NY
- $96,000 - $127,000 a year
- Leadership
- Entry level
- Commercial
- Health insurance
- Dental insurance
Quick Apply

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client services associate jobs near manhasset ny

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
Administrative experience
Client services

Full Job Description

Build a Career Helping Successful Families Achieve Their Goals

At Asset Management Group, we help successful individuals and families make some of the most important financial decisions of their lives.

Our clients trust us with retirement planning, investment management, tax planning, estate planning, insurance planning, and life-changing financial decisions. That trust has been earned through professionalism, responsiveness, thoughtful advice, and an unwavering commitment to doing what is right.

We are looking for someone who is intelligent, optimistic, curious, enjoys working with people, and takes genuine pride in doing exceptional work.

The right person is energized by learning, solving problems, and becoming better every year. They enjoy contributing to a positive team environment while building a successful, financially rewarding career.

This is not simply an administrative position. We are not looking for someone who simply wants a job. We are looking for someone who wants to build an exceptional career.

It is an opportunity to become an integral member of a respected wealth management firm where your judgment, organization, communication, and analytical abilities will directly contribute to our clients' financial success.

What Makes This Position Different

Many administrative positions involve completing assigned tasks.

This position is different.

Every day requires you to:

think critically
prioritize competing demands
identify problems before they occur
communicate professionally with clients
learn sophisticated financial systems
coordinate numerous moving parts
improve existing processes
exercise sound judgment
create an exceptional client experience

If you enjoy learning, solving problems, and taking ownership of your work, you'll likely thrive here.

The Type of Person Who Excels Here

Our strongest team members tend to:

Learn new concepts quickly.
Enjoy solving difficult problems.
Notice details others overlook.
Ask thoughtful questions.
Stay calm under pressure.
Take ownership rather than waiting for direction.
Enjoy creating order from complexity.
Communicate professionally and confidently.
Continuously look for better ways of doing things.
Care deeply about helping clients and teammates succeed.

They are intellectually curious, emotionally mature, dependable, and motivated by becoming better every year.

Responsibilities

This position combines:

Client Service
Client Relationship Management
Financial Planning Support
Operations
Workflow Management
Project Coordination
Technology
Process Improvement

Responsibilities include:

Supporting Financial Planners throughout the client relationship
Coordinating client meetings and follow-up
Managing client requests and operational workflows
Preparing account paperwork and transfers
Maintaining CRM records
Organizing planning documents
Coordinating communication among clients, custodians, and advisors
Monitoring deadlines
Managing multiple priorities simultaneously
Improving internal processes
Helping create an outstanding client experience

Professional Growth

This is designed as a long-term career—not simply a job.

Depending upon your interests and capabilities, this position may develop into:

Senior Client Service Associate
Operations Manager
Client Relationship Manager
Practice Manager
Paraplanner
CFP® Professional Track
Financial Planner

We invest heavily in training because we believe exceptional people become even better through continuous learning.

Qualifications

We are less interested in finding someone who has done this exact job before than someone who has demonstrated exceptional capability and a desire to learn.

Ideal qualifications include:

3-7 years of professional experience
Excellent written communication
Outstanding organizational skills
Strong analytical ability
Exceptional follow-through
High attention to detail
Professional maturity
Ability to manage multiple priorities
Technology aptitude
Ability to quickly learn new software

Experience in wealth management, banking, insurance, legal services, accounting, executive support, or other professional service industries is helpful but not required.

Our Culture

We believe:

We believe professionalism and enjoying what you do can—and should—go together.
We believe attitude is contagious.
Excellence is built through continuous improvement.
We believe great work is built by people who are dependable, optimistic, and continually looking for better ways to serve clients.
We beleive in helping ambitious people build careers that are professionally fulfilling, personally meaningful, and financially rewarding.
Accountability creates trust.
Collaboration produces better outcomes.
Helping others succeed benefits everyone.
Character matters as much as competence.
Learning never stops.
We believe in working with people who smile easily, encourage others, remain optimistic during challenges, and genuinely enjoy helping clients and teammates succeed.
We believe in people who genuinely enjoy making a meaningful difference in the lives of clients while continually growing themselves.
We work hard, hold ourselves to high standards, and have fun doing it.
We enjoy working with people who bring energy, curiosity, optimism, and a positive attitude to the office every day.

Our Team

We genuinely enjoy working together.
Our office is professional, but it is not stiff.
We laugh often, celebrate one another's successes, enjoy solving difficult problems together, and believe people perform their best when they enjoy coming to work.
We work hard.
We care deeply about our clients.
We continually learn.
And we believe those things should be enjoyable.
We are looking for someone who naturally contributes positive energy to the people around them.

We Love People Who Invest in Themselves

The people who thrive here are lifelong learners.
They read.
They ask questions.
They seek feedback.
They pursue professional designations.
They are excited to become better every year.
If you're looking for a place where hard work, continuous learning, and initiative are recognized and rewarded, we'd love to meet you.

Compensation & Benefits

$75,000–$95,000 depending upon experience and demonstrated ability
Performance Bonus
Health Insurance
Dental Insurance
401(k)
Paid Time Off
Professional Development
CFP® Education Support
Long-term Career Advancement

Who Should Apply?

This opportunity is ideal for someone who wants to build a meaningful career helping successful families while continually developing professionally.

If you enjoy learning, solving problems, building relationships, and becoming exceptionally good at what you do, we encourage you to apply.

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 manhasset ny

Client Service Associate / Wealth Management Operations Specialist

Client Service Associate

Client Service Supervisor- Office Services

Associate Business Analyst, Client

Client Resolution Specialist

3rd and 5th Grade (Math and Reading) Tutor Part-Time In Client's Home $25/Hour

Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)

Client Engagement Senior Associate, Tax Operations

Client Service Representative

Client Services Associate

Client Service Associate

Senior Associate. Client Service Associate (CSA)

Client Services Associate

Client Delivery Associate

Client Success Associate

Client Service Associate I

Associate, Network & Client Services

Client Invoicing Associate

Sr Client Service Associate

Associate, Client Services

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