Top 4068 Client associate Jobs in Pearl River Ny

Client Services Associate
Ark Asset Advisors —Pearl River, NY
- $25 - $35 an hour
- Part-time
- Microsoft Outlook
- Writing skills
- Mid-level
- Paid training
- Dental insurance
Quick Apply
Associate Attorney
LAW OFFICES OF LPB —White Plains, NY
- $150,000 - $200,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Writing skills
- Health insurance
- Paid time off
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Associate Veterinarian
Snoots Vet —Clifton, NJ
- $120,000 - $165,000 a year
- Full-time
- Clinic experience
- In-person
- 2 years
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Wealth Management: Client Service Associate
Northwestern Mutual —New York, NY
- $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- 5 years
- Disability insurance
- Health insurance
Quick Apply
7d
Associate Attorney
Littleton Joyce Ughetta & Kelly —New York, NY
- From $110,000 a year
- Full-time
- Writing skills
- Mid-level
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
12d
Associate Attorney - 3-5 Years Experience
LaMagna McKenna PLLC —White Plains, NY
- $135,000 - $175,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Paid holidays
- Health insurance
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Personal Injury Associate Attorney
Chaffin Luhana LLP —Stamford, CT
- Full-time
- Hybrid work
- 5 years
- Senior level
- Paid holidays
- Dental insurance
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Tax Support Associate – Retail
Intuit —Greenwich, CT
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d
Associate Attorney
Baker, McEvoy, & Moskovits —New York, NY
- $92,500 - $139,384 a year
- 8 hour shift
- Hybrid work
- No background check
- Mid-level
- US work authorization
- Health insurance
- Dental insurance
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Associate Director
St. Frances Cabrini Shrine —New York, NY
- $80,000 - $88,000 a year
- Weekends as needed
- Background check
- Spanish
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
8d
Tax Senior – CPA Firm | Client Advisory & Tax
Jason Scott Associates —Purchase, NY
- $102,000 - $140,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Travel reimbursement
- Paid training
Quick Apply
21h
Automotive Sales Associate
Croton Auto Park —Croton-on-Hudson, NY
- From $40,000 a year
- Full-time
- Dealership
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
11d
Wealth Management Associate
Planning Alliance —Woodcliff Lake, NJ
- From $26,000 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
Associate Veterinarian - Small Animal
Global Veterinary Careers —New York, NY
- $130,000 - $220,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Continuing education credits
- Paid parental leave
Quick Apply
6d
Associate Veterinarian
Global Veterinary Careers —Newark, NJ
- $120,000 - $190,000 a year
- Full-time
- Clinic experience
- Mid-level
- Surgery
- Continuing education credits
- Health insurance
Quick Apply
Tax Associate – TurboTax Store
Intuit —Great Neck, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d
Inside Sales Associate
Native Nation Events —Woodcliff Lake, NJ
- $45,000 - $75,000 a year
- Full-time
- CRM software
- Sales
- Office
- Health insurance
- Dental insurance
Quick Apply
Sales Associate
Massage Envy —Port Washington, NY
- $15,600 - $37,440 a year
- Part-time
- High school diploma or GED
- Clinic
- Conflict management
- Paid training
- Disability insurance
Quick Apply
Part Time Boutique Associate / Stylist
Harriman Clothing Co. —Harriman, NY
- $16 - $20 an hour
- 8 hour shift
- Sales
- Customer service
- Merchandising
- Paid time off
- Employee discount
Quick Apply
3d
Accounting Associate
TaxFrame —Elmhurst, NY
- $40,000 - $60,000 a year
- Full-time
- Hybrid work
- Background check
- English
- Bachelor's degree
- Work from home
- Professional development assistance
Quick Apply

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client associate jobs near pearl river ny

Client Services Associate

Ark Asset Advisors
Pearl River, NY

Quick Apply

Job Details

Part-time | Full-time
$25 - $35 an hour

Benefits

Paid training
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

High school diploma or GED

Full Job Description

Compensation: $25.00 to $35.00 per hour, based on experience

Schedule: Monday through Friday, flexible hours (typical 9:00 AM to 5:00 PM)

Work Location: Pearl River, NY, with some flexibility for remote work

Job Type: Part-time/flexible, with full-time potential

About the Opportunity

We are seeking a Client Services Associate to support a team of Financial Advisors in Pearl River, NY. This role offers flexible days and hours, some work-from-home flexibility, and paid time off. The Client Services Associate enhances the client experience by providing exceptional service, supporting branch functions, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors.

The ideal candidate has prior financial services experience as a Sales Assistant; previous Wells Fargo Advisors experience is a plus. Active Series 7 and 66 (or 63 and 65) licenses are not required.

Key Responsibilities

Maintain existing client relationships by processing client requests, resolving inquiries, and keeping key client information and documentation up to date
Conduct client outreach to strengthen relationships and identify firm services and solutions, such as digital and online access and cash management offerings, that support clients' needs
Onboard new client accounts, including collection of required documentation and client information
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Prepare financial reports, spreadsheets, and other materials for client meetings
Leverage firm resources for peer sharing and collaboration with Financial Advisors
Participate proactively in firm initiatives directed by local management
Engage in available training and education programs to stay current on policies, procedures, and risk awareness
Provide administrative support to Financial Advisors, including telephone coverage, business travel arrangements, coordination of client meetings, travel and expense reports, and file and calendar maintenance
2+ years of brokerage and client services experience, or equivalent demonstrated through work experience, training, military experience, or education
Financial services or brokerage industry experience
Experience interacting directly with customers, including responding to inquiries and requests for information
Ability to prioritize work, meet deadlines, achieve goals, and perform under pressure in a dynamic, complex environment
Ability to work effectively both independently and as part of a team
Intermediate Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
High school diploma or equivalent required; college degree preferred
Strong industry, product, and branch procedures knowledge
Detail oriented with superior organizational skills and the ability to prioritize tasks
Exceptional writing, interpersonal, and client service skills
Team player with the ability to collaborate with others in a fast-paced, evolving environment
401(k) with company matching
Health, dental, and vision insurance
Life insurance
Paid time off and parental leave
Flexible schedule
Bonus opportunities
Paid training

Qualifications

2+ years of brokerage and client services experience, or equivalent demonstrated through work experience, training, military experience, or education
Financial services or brokerage industry experience
Experience interacting directly with customers, including responding to inquiries and requests for information
Ability to prioritize work, meet deadlines, achieve goals, and perform under pressure in a dynamic, complex environment
Ability to work effectively both independently and as part of a team
Intermediate Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
High school diploma or equivalent required; college degree preferred

]Knowledge and Skills

Strong industry, product, and branch procedures knowledge
Detail oriented with superior organizational skills and the ability to prioritize tasks
Exceptional writing, interpersonal, and client service skills
Team player with the ability to collaborate with others in a fast-paced, evolving environment

Benefits (Full-Time)

Eligible upon transition to full-time status; a waiting period may apply.

401(k) with company matching
Health, dental, and vision insurance
Life insurance
Paid time off and parental leave
Flexible schedule
Bonus opportunities
Paid training

Reporting and Structure

Reports to the Business Service Manager or Branch Manager, working within a team-lead management structure.

Quick Apply

Refine Your Search

client associate jobs in pearl river ny

Client Services Associate

Associate Attorney

Associate Veterinarian

Wealth Management: Client Service Associate

Associate Attorney

Associate Attorney - 3-5 Years Experience

Personal Injury Associate Attorney

Tax Support Associate – Retail

Associate Attorney

Associate Director

Tax Senior – CPA Firm | Client Advisory & Tax

Automotive Sales Associate

Wealth Management Associate

Associate Veterinarian - Small Animal

Associate Veterinarian

Tax Associate – TurboTax Store

Inside Sales Associate

Sales Associate

Part Time Boutique Associate / Stylist

Accounting Associate

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