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Wealth Management Client Services Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-07
Listing for:
NFP
Full Time
position Listed on 2025-12-07
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep
Job Description & How to Apply Below
A leading financial services provider in New York, NY is seeking a Client Services Associate to support the Relationship Manager in scheduling and coordinating client service processes. You will provide superior client service, manage documentation, and interact proactively with insurance carriers. The ideal candidate has excellent communication skills, attention to detail, and 1-3 years of customer service experience. Competitive salary range of $60,000 – $75,000 plus benefits.
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Position Requirements
10+ Years
work experience
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