Top 73 Client services associate Jobs in Suffern, 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
Client Services Associate/Office Manager
Ark Asset Advisors —Pearl River, NY
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Writing skills
- Mid-level
- Paid training
- Health insurance
Quick Apply
Client Success Manager
Versatex —Parsippany-Troy Hills, NJ
- Full-time
- Hybrid work
- Analysis skills
- Construction experience
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Verizon Client Support Associate
Fairfield Connections —Parsippany-Troy Hills, NJ
- $980 - $1,450 a week
- Full-time
- Residential
- In-person
- Entry level
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12d
Verizon Client Support Associate
Fairfield Connections —Livingston, NJ
- $980 - $1,450 a week
- Full-time
- Residential
- In-person
- Entry level
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12d
Studio Sales & Client Experience Associate
Stretch Zone - 1203 —New City, NY
- $20 - $30 an hour
- Part-time
- Communication skills
- Entry level
- Opportunities for advancement
Quick Apply
Optical Sales Customer Service Representative
Refuah Health Center —New Square, NY
- $22 - $27 an hour
- Full-time
- Sales
- In-person
- Entry level
- Health savings account
- Paid holidays
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
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 Advisor/Operations Hybrid - Garden State Plaza
Louis Vuitton —Paramus, NJ
- $25 - $32 an hour
- Entry level
- Disability insurance
- Health insurance
Client Experience Associate
PNC Financial Services Group —Franklin Lakes, NJ
- $46,150 - $63,050 a year
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
Key Private Bank Client Relationship Associate
KeyBank National Association —Tarrytown, NY
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Private Client Associate
The Pack HR, LLC —White Plains, NY
- $85,000 - $115,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
Client Service Associate (No License Required
Hennion & Walsh Inc —Parsippany-Troy Hills, NJ
- $45,000 - $60,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Client Advisor, Full Time
FERRAGAMO USA INC —Central Valley, NY
- $20 - $21 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
Quick Apply
13d
Client Relationship Coordinator (Administrative)
Barnum SKG —Elmsford, NY
- $60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Associate, Internal Client Support
Webster Financial Corporation —White Plains, NY
- $23 - $24 an hour
- Office
- Master's degree
- Associate's degree
3d
Associate, Internal Client Support
Webster Bank —White Plains, NY
- $23 - $24 an hour
- Office
- Master's degree
- Associate's degree
3d
Wealth Management Client Associate
Bank of America —Paramus, NJ
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Assoc. Private Client Advisor
Key Investment Services, LLC —Pearl River, NY
- $62,400 a year
- Urgently hiring
- Research
- Mid-level
- Office

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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 services associate jobs in suffern, ny

Client Services Associate

Client Services Associate/Office Manager

Client Success Manager

Verizon Client Support Associate

Verizon Client Support Associate

Studio Sales & Client Experience Associate

Optical Sales Customer Service Representative

Private Wealth Management Client Service Associate

Client Service Associate

Client Advisor/Operations Hybrid - Garden State Plaza

Client Experience Associate

Key Private Bank Client Relationship Associate

Private Client Associate

Client Service Associate (No License Required

Client Advisor, Full Time

Client Relationship Coordinator (Administrative)

Associate, Internal Client Support

Associate, Internal Client Support

Wealth Management Client Associate

Assoc. Private Client Advisor

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