Client Service Associate

Back to All Jobs

Job Identification Number: 107

Location: New York, NY

Job Type: Direct Hire

Job Category: Financial Services

Qualified candidates, please attach resume when applying.


Investment management firm is seeking a Client Service Associate in their NYC office.

Primary Responsibilities:

The Client Service Associate will support client-related activities and assist with client onboarding, transition, termination, and edit guidelines or agreements. You will work alongside internal departments to ensure prompt replies to recurring and ad-hoc requests. This role will organize responses to standard client requests and enter standard marketing requests. You will resolve any outstanding client issue and handle finals meeting coordination.  

Qualifications and Requirements:

A Bachelor’s degree with 2+ years of experience within a client service or support role.


Qualified candidates should send resumes to Please put your Name and “Client Service Associate - NYC" in the subject line and attach your resume as a word doc or PDF. Also include contact information, salary requirements, and any applicable information in the body of the email.