Top 348 Client services associate Jobs in Pelham Manor 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, Internal Client Support
Webster Financial Corporation —White Plains, NY
- $23 - $24 an hour
- Office
- Master's degree
- Associate's degree
12d
Client Service Associate
Stifel —White Plains, NY
- $43,800 - $65,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Associate, Internal Client Support
Webster Bank —White Plains, NY
- $23 - $24 an hour
- Office
- Master's degree
- Associate's degree
12d
PBM Client Success Associate
Rightway —New York, NY
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
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 (December 2026 Graduates)
Guidepoint —New York, NY
- $70,000 - $75,000 a year
- Hybrid work
- Writing skills
- Research
- Office
- Commuter assistance
- Paid holidays
7d
PW Client Associate
Citizens Financial Group —Tarrytown, NY
- $37.50 - $47.59 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
10d
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 Management Specialist
Stephen Gould Corporation —Rye Brook, NY
- $70,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- Research
- Mid-level
Client Success Associate
Manifest OS —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- SQL
Quick Apply
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
Quick Apply
Client Advisor/Operations Hybrid - Garden State Plaza
Louis Vuitton —Paramus, NJ
- $25 - $32 an hour
- Full-time
- Mid-level
- Disability insurance
- Health insurance
Client Operations Associate
Copper.co —New York, NY
- $65,000 - $75,000 a year
- Weekends as needed
- Mid-level
- Project management
- Financial services
- Commuter assistance
- Health insurance
Quick Apply
Client Specialist
Talbots —Scarsdale, NY
- $17.50 - $21.90 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
3d
Client Service Associate, Billing (Hybrid NYC)
NFP Corp —New York, NY
- $51,000 - $60,000 a year
- Full-time
- Office
- Finance
- High school diploma or GED
- Paid holidays
- Disability insurance
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
Client Success Associate, Navigation
Rightway —New York, NY
- $64,000 - $80,000 a year
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
Private Wealth Management Client Service Associate
Morgan Stanley —Paramus, NJ
- $68,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays

I want to receive the latest job alert for client services associate in pelham manor ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near pelham manor ny

Client Associate jobs in New York, NY

Client Services Associate jobs in New York, NY

Client Advisor jobs in Paramus, NJ

Client Services Associate jobs in Stamford, CT

Client Specialist jobs in Rye Brook, NY

Client Services Associate jobs in Paramus, NJ

Customer Experience Associate jobs in New York, NY

Warehouse Associate jobs in Baltimore, MD

Operations Associate jobs in Remote

Client Associate jobs in Atlanta, GA

Client Associate jobs in Dalton, GA

Patient Care Associate Mercy jobs in St. Louis, MO

Patient Safety Associate jobs in Philadelphia, PA

Client Associate jobs in Cherry Hill, NJ

Client Associate jobs in Cleveland, OH

Client Services Associate jobs in Bay Shore, NY

Client Services Associate jobs in Kentucky

Client Service Associate jobs in Atlanta, GA

Victory Human Services jobs in Brockton, MA

Bay Cove Human Services jobs in Boston, MA

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

Investment advisory support
Financial planning firm experience
Managing clients in a customer support role
Risk management

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, investment, or risk management 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 pelham manor ny

Client Service Associate / Wealth Management Operations Specialist

Associate, Internal Client Support

Client Service Associate

Associate, Internal Client Support

PBM Client Success Associate

Client Service Associate

Client Service Healthcare Associate (December 2026 Graduates)

PW Client Associate

Associate, Client Strategy

Client and Advisor Experience Associate

Client Management Specialist

Client Success Associate

Client Delivery Associate

Client Advisor/Operations Hybrid - Garden State Plaza

Client Operations Associate

Client Specialist

Client Service Associate, Billing (Hybrid NYC)

Client Support Associate

Client Success Associate, Navigation

Private Wealth Management Client Service Associate

I want to receive the latest job alert for client services associate in pelham manor ny

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected