Top 4327 Client associate Jobs in Williston Park 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
Customer Service Representative
Meta Global —Garden City, NY
- $52,000 - $71,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
9d
Customer Success Associate
Precision Medicine —New York, NY
- $25 an hour
- Full-time
- Remote
- Medical office experience
- HIPAA
- Administrative experience
- Paid training
- Health insurance
Quick Apply
3d
Retail Associate - Roosevelt Field
Aritzia —Garden City, NY
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $50,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
PBM Client Success Associate
Rightway —New York, NY
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
Front Desk Associate
Massage Envy —New Hyde Park, NY
- $18 - $23 an hour
- Full-time
- High school diploma or GED
- Clinic
- Math
- Wellness program
- Flexible schedule
Quick Apply
Associate UX Designer – Client Platform
Morgan Stanley —New York, NY
- $58,000 - $115,000 a year
- Full-time
- Mid-level
- Office
- Master's degree
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
Sales Associate (Part-Time) - Roosevelt Field
ALO —Garden City, NY
- $17 - $23 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Commuter assistance
- Health insurance
Quick Apply
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
Client Service Associate
Morgan Stanley —New York, NY
- $35,360 - $90,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Success Associate
T-Mobile USA, Inc. —New York, NY
- $46,700 - $84,300 a year
- Full-time
- 18 years or older
- Microsoft Excel
- Marketing
- Paid parental leave
- AD&D insurance
Client Services Associate
Medicare Rights Center —New York, NY
- $45,000 - $50,000 a year
- Full-time
- Hybrid work
- Spanish
- Writing skills
- English
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 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
Customer Strategy & Operations Associate
Duet —New York, NY
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Organizational skills
- 1 year
- Communication skills
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 Onboarding Associate / KYC
Mizuho Americas —New York, NY
- $68,000 - $95,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Client Service Associate
Stifel —White Plains, NY
- $43,800 - $65,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance

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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 associate jobs in williston park ny

Client Service Associate / Wealth Management Operations Specialist

Customer Service Representative

Customer Success Associate

Retail Associate - Roosevelt Field

Private Client Associate - Garden City, NY

PBM Client Success Associate

Front Desk Associate

Associate UX Designer – Client Platform

Client and Advisor Experience Associate

Sales Associate (Part-Time) - Roosevelt Field

Client Relationship Associate

Client Service Associate

Client Success Associate

Client Services Associate

Client Success Associate

Client Support Associate

Customer Strategy & Operations Associate

Client Delivery Associate

Client Onboarding Associate / KYC

Client Service Associate

I want to receive the latest job alert for client associate in williston park ny

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