Client Service Associate

Client Service Associate
Location: New York, NY
Pay Rate: $22-$25 per hour + performance-based bonuses
Type: Full-Time | Onsite
Industry: Financial Services (Wealth Management & Private Equity)
Position Overview
A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. This role blends administrative support with client-facing responsibilities and offers strong training, professional development, and long-term growth opportunities.
The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations. While this role may be based near the front of the office, it is not a receptionist position and involves meaningful operational and client support work.
Key ResponsibilitiesProvide administrative and client service support to wealth management professionals
Greet clients and visitors in a professional, welcoming manner
Prepare, review, and process documentation with a high level of accuracy
Manage emails, scheduling, and internal coordination for assigned teams
Support data entry, reporting, and document management using financial systems
Assist with ongoing client service requests and follow-up activities
Learn and utilize financial software platforms; training provided
Support day-to-day office operations as needed


QualificationsHighly organized, detail-oriented, and professional demeanor
Strong numerical aptitude with excellent accuracy
Prior administrative or client support experience preferred
Proficiency with Microsoft Office, especially Excel and PDF tools
Ability to learn financial services software and processes
Bachelor's degree preferred but not required
Financial services experience or investment licenses are a plus
Stable work history and strong reliability required
Willingness to work onsite in a New York City office daily

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