Client Services Associate

2 weeks ago


New York County New York, United States SourceCode Communications Full time

About Us:
What started as a simple concept has evolved into a recognized, rapidly expanding communications agency collaborating with prominent consumer and B2B technology brands.

At SourceCode Communications, we prioritize the integration of intellect and determination, humanity and technology, as well as creativity and business acumen in the realm of public relations.


Role Overview:
As a Client Services Associate, you will be an integral part of the account team from the outset, actively engaging in various responsibilities.

We seek a motivated junior team member who can quickly become a trusted advisor to clients as they develop their skills. We believe in providing our Client Services Associates with meaningful responsibilities and opportunities for professional growth, celebrating achievements across the team.


Key Responsibilities:
Client Services Associates will engage with clients promptly, taking on a client-facing role that includes:

  • Communicating with client representatives through various channels to provide timely updates.
  • Reporting Duties:
    Preparing meeting summaries for team leaders with minimal revisions required.
  • Generating weekly and/or daily status updates, encompassing media monitoring, social media insights, and task progress.
  • Engaging with media and influencers by crafting timely pitches and managing inquiries to benefit clients.
  • Staying informed on news and identifying new media opportunities for clients.
  • Sharing relevant news with team members and clients on a daily basis.
  • Content Development:
    Contributing to written materials such as press releases, pitches, client communications, and longer articles.
  • Participating in brainstorming sessions and contributing creatively to campaign planning.


Qualifications:
While a college degree is preferred, we value diverse experiences and welcome applications from individuals who can demonstrate their suitability for the role.

Proficiency in computer applications, including G Suite and Microsoft Office, is essential, along with familiarity with industry-specific tools.

We seek individuals with a keen interest in technology and its impact on our lives, as well as a passion for storytelling through various media.

Experience in writing, performance arts, or other narrative forms is advantageous, showcasing your ability to communicate clearly and effectively.

We value ambition and problem-solving skills, encouraging team members to take initiative and tackle challenges proactively.

As a collaborative team player, you will manage your workload effectively while supporting your colleagues.

Research and analytical skills are important, as you will be expected to validate assumptions and communicate insights creatively.

Attention to detail is crucial, whether scheduling meetings, documenting discussions, or drafting communications, as your contributions are vital to the team's overall success.


Benefits:
We offer a comprehensive benefits package, including:

  • Robust benefits program
  • Unlimited vacation policy
  • 401k plan with company matching
  • Profit-sharing opportunities
  • Flexible work arrangements
  • Professional development and learning initiatives
  • Paid parental leave
  • Paid volunteer days


We are committed to fostering a diverse, equitable, and inclusive workplace and encourage all qualified candidates to consider joining our team.



  • New York, United States Glocap Full time

    Our client, a New York-based registered investment adviser, is seeking a Client Services Associate.Job Details:Position: Client Services AssociateLocation: New York, NYCompensation: $80-90k base + bonus + benefitsDegree: Required**This role is in office three days a week**LICENSING & DESIGNATION REQUIREMENTS:Securities Industry Essential (SIE) exam, Series 7...


  • New York, United States GemHarvest Executive Recruiting Full time

    Client Service Associate Multi-billion Independent Wealth Management Firm Bennington County, VT Overview Multi-Billion dollar Independent RIA serving ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment...


  • New York, New York, United States National Financial Partners Full time

    We are a leading financial services firm, National Financial Partners, seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences and building strong relationships with our clients.Key Responsibilities:Provide exceptional client service and...


  • New York, United States Apollon Wealth Management, LLC Full time

    Client Service Associate Reports to: Client Services Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties: Provide back-office...


  • New York, New York, United States Nasdaq Private Market Full time

    About the RoleNasdaq Private Market is seeking a highly skilled Client Services Associate to join our team. As a Client Services Associate, you will play a critical role in facilitating secondary transactions for private companies, institutions, and individuals.Key ResponsibilitiesManage the transaction process from start to finish for late-stage,...


  • New York, United States KDS Strategic Search Group Full time

    Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...


  • New York, United States KDS Strategic Search Group Full time

    Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...


  • New York, United States Stonebridge Financial Partners LLC Full time

    Our Firm Stonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...


  • New York, United States MerQube Inc Full time

    Company Overview: We are a startup company that specializes in calculating and providing indexes to our clients. Our clients rely on us to deliver accurate and reliable index data that helps them make informed decisions. We are passionate about delivering excellent customer service and are seeking a knowledgeable and customer-focused individual to join our...


  • New York, United States MerQube Inc Full time

    Company Overview:We are a startup company that specializes in calculating and providing indexes to our clients. Our clients rely on us to deliver accurate and reliable index data that helps them make informed decisions. We are passionate about delivering excellent customer service and are seeking a knowledgeable and customer-focused individual to join our...


  • New York, United States Main Line Search Full time

    One of the top wealth management firms in the DMV is looking to add several client services associates to their team due to growth. Founded over 40 years ago, this firm has over $8B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic. We have helped several individuals get...


  • New York, United States Priority Financial Group Full time

    Job Description: Davis Financial Management is an affiliate of PFG and a boutique wealth management firm that has a well-established clientele, and are seeking an energetic person to fill our Client Services Associate position. This position is designed to enhance our marketing and communication to our existing clients, help to service our clients’...


  • New York, United States Nasdaq Private Market Full time

    Nasdaq Private Market ("NPM"), an independent, private company, is the premier provider of secondary liquidity solutions for private securities and offers a marketplace to provide liquidity to individual private company shareholders. NPM provides innovative, end-to-end solutions to enable seamless transactions for private companies, private equity and other...


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

    Start Your Career with AlphaSightsAre you ready to embark on a rewarding journey in a dynamic commercial environment? Our Associate Program is designed for individuals eager to make a significant impact while following a clear career trajectory.About AlphaSightsAt AlphaSights, we unite ambitious professionals from around the world to collaborate with leading...


  • New York County, New York, United States Alera Group Full time

    Position Overview:Alera Group is seeking a dedicated Client Service Associate specializing in Retirement Solutions to enhance our Employee Benefits Team.As part of our commitment to providing exceptional service, this role is integral to our operations, ensuring that our clients receive the highest level of support and guidance.Key Responsibilities:1....


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

    About GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network provide on-demand intelligence and research to help clients navigate complex information landscapes.About the RoleAs a Client Service Associate on our Client Service team, you will play a vital...


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

    Position Overview:The Licensed Client Service Associate represents a developing professional role that combines specialized knowledge with a robust understanding of industry practices. This role necessitates a solid grasp of how the team and department collaborate with others to achieve the objectives of the job family. The associate will employ analytical...


  • New York, United States Municipal Credit Union Full time

    Job OverviewAbout Municipal Credit Union:At Municipal Credit Union, we are dedicated to fostering a positive workplace culture that inspires our team to excel in delivering exceptional service to our members. For over a century, we have been committed to providing accessible financial solutions and services to a diverse membership exceeding 500,000...


  • New York, New York, United States Neiman Marcus Full time

    About the RoleWe are seeking a highly skilled and motivated Seasonal Client Services Associate to join our team at Neiman Marcus. As a key member of our client services team, you will be responsible for delivering exceptional customer experiences and providing personalized support to our discerning clients.Key ResponsibilitiesClient Engagement: Create a...


  • New York, New York, United States Flagstar Bank Full time

    Position Title Senior Client Associate Location New York Job Summary The Senior Client Associate delivers tailored banking solutions to institutional clients. Compensation Range: The projected pay range for this role is $24.36 - $34.62, based on experience. Key Responsibilities: Welcome clients and prospective clients to foster positive relationships and...