Client Support Associate

5 days ago


New York, New York, United States Manhattan Hiring Firm Full time

The Client Support Associate role within our firm works solely with potential consumers by enlightening them of our clients daily offerings along with new promotional opportunities for the consumer. The Client Support Associate consistently meets the efficiency standards set forth by the company and displays ownership when handling customer acquisitions and launching new client accounts. The Client Support Associate generates, tracks, and manages their teams' sales reports to ensure the firm is meeting the goals set by our existing and new clients.

Client Support Associate Responsibilities and Duties:

Maximize customer satisfaction and customer acquisition through daily interactions with interested consumers, educating them on product offerings and conducting follow-ups to ensure that policies are responsive to consumer needs. Responsible for providing excellent customer service representing our firm and our clients with the highest degree of professionalism, courtesy, and integrity in all interactions with existing and potential customers.

Core Client Support Associate Responsibilities:

  • Proactively deliver customer service and sales support for all assigned customer leads

  • Ensure confidentiality and security of consumer data in sales transactions

  • Promote the company and brand with integrity, honesty, and exemplify our core values

  • Build strong relationships with team members, superiors, clients, and consumers

  • Attend regular meetings and conferences for continuous improvement and education



  • New York, New York, United States Manhattan Hiring Firm Full time

    The Client Support Associate role within our firm works solely with potential consumers by enlightening them of our clients daily offerings along with new promotional opportunities for the consumer. The Client Support Associate consistently meets the efficiency standards set forth by the company and displays ownership when handling customer acquisitions and...


  • New York, New York, United States Citigroup Inc Part time

    About the RoleWe are looking for a skilled and customer-centric professional to fill the position of Client Support Associate at Citigroup Inc. As a key member of our team, you will provide exceptional support to clients, process transactions efficiently, and identify opportunities to meet their financial needs.Main Duties:Welcome and serve clients with a...


  • New York, New York, United States S&P Global Full time

    About the Role : Associate, Client Support (Real Estate Industry) Location: Islamabad, Pakistan Work Shift: US Shift The Real Estate Client Operations Associate understands the daily workflow of clients and helps utilize our products more effectively and efficiently. You will directly contribute to the department's goals of improving client...


  • New York, New York, United States S&P Global Full time

    About the Role : Grade Level (for internal use): 07 Work Shift: This is a night shift position. However, based on changing business requirements, you may be required to work in the morning & evening shift. ​​ The Team: The Client Operations team is responsible for providing client support on our business intelligence tool by holding...


  • New York, New York, United States SPS North America Inc Full time

    About the OpportunityThis is an excellent opportunity to work as a Front Desk Professional at SPS North America Inc. We are seeking a highly skilled and experienced professional to join our team. The ideal candidate will be responsible for providing exceptional customer service and support to clients while working in a dynamic and fast-paced environment.Key...


  • New York, New York, United States TransPerfect Full time

    About the JobDo you want to work for a global leader in secure information management and technology solutions? Are you interested in helping top-tier businesses—investment banks, law firms, and major corporations—manage critical transactions and high-stakes projects with cutting-edge technology? If you thrive in a fast-paced, client-focused environment,...


  • New York, New York, United States TransPerfect Full time

    About the JobDo you want to work for a global leader in secure information management and technology solutions? Are you interested in helping top-tier businesses—investment banks, law firms, and major corporations—manage critical transactions and high-stakes projects with cutting-edge technology? If you thrive in a fast-paced, client-focused environment,...

  • Client Associate

    3 weeks ago


    New York, New York, United States Brown Brothers Harriman Full time

    At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a...


  • New York, New York, United States RBC Capital Markets, LLC Full time

    Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...


  • New York, New York, United States Associate Staffing Full time

    Senior Analyst of Regulatory Reporting:As the Senior Analyst of Regulatory Reporting within the Treasury team, you will be focused on preparing and submitting Net Capital and Customer Segmentation Requirements (15c3-3) reports related to our Broker Dealer business. Your responsibilities will include daily, weekly, monthly, quarterly, and annual report...


  • New York, New York, United States Associate Staffing Full time

    Senior Analyst of Regulatory Reporting: As the Senior Analyst of Regulatory Reporting within the Treasury team, you will be focused on preparing and submitting Net Capital and Customer Segmentation Requirements (15c3-3) reports related to our Broker Dealer business. Your responsibilities will include daily, weekly, monthly, quarterly, and annual report...

  • Client Associate

    2 weeks ago


    New York, New York, United States Neuberger Berman Full time

    Summary:The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman's Private Wealth Management business. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of the team's high net worth book of business.Responsibilities:Participate in...

  • Client Associate

    4 weeks ago


    New York, New York, United States Landor Full time

    Landor is looking for a Client Associate to join our team. Could this be you? We are Landor.World-leading brand specialists.Consulting. Design. Experience.Connecting business strategy to brand.Bringing every facet of brand to life.Creating brand-led experiences for talent & customers.United in our drive to make a positive difference.Proudly part of WPP.We...


  • New York, New York, United States Cerity Partners Full time

    Company Overview:Cerity Partners is a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.Job Details:Job Title: Client Service AssociateJob Location: Wall Street Office - New York,...


  • New York, New York, United States GemHarvest Executive Recruiting Full time

    Client Service Associate Boutique Wealth Management Firm Midtown Manhattan, NY Overview 2B+ AUM Independent RIA serving high net worth clientele seeks a Client Service Associate/ Compliance Officer to support Private Wealth Clients and Advisors by taking initiative in Client Services and Compliance. The Firm provides sophisticated financial advisory and...


  • New York, New York, United States Canon U.S.A., Inc. Full time

    About YouWe are seeking a motivated Client Success Associate to join our team. As a Client Success Associate, you will be responsible for providing exceptional customer service and support to clients in a fast-paced environment. This role requires strong communication and problem-solving skills, as well as the ability to work independently and...


  • New York, New York, United States Voa Gny Full time

    About the RoleAs a Client Support Specialist with VOA-Greater New York, you will play a vital role in supporting eligible formerly homeless clients living in Permanent Supportive Housing to promote their well-being and stability. This position offers an opportunity to make a meaningful impact in the lives of individuals and families in need.Key...


  • New York, New York, United States Bank of America Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.At Merrill, we...


  • New York, New York, United States Associate Staffing Full time

    Join Our Team as a Senior Regulatory Reporting Analyst As a key member of our Treasury team, you will play a vital role in preparing and submitting essential Net Capital and Customer Segmentation Requirements reports related to our Broker Dealer operations. You will undertake daily, weekly, monthly, quarterly, and annual report submissions, collaborating...


  • New York, New York, United States M&T Bank Full time

    Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Client Associate, Wealth, Senior, Wealth Advisor, Client Relations, Associate, Business Services