Client Success Specialist – Wealth Management; Hybrid
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-18
Listing for:
Bluespring Wealth Partners
Full Time
position Listed on 2026-06-18
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Location: New York
A growing wealth management firm in New York is seeking a Client Service Associate (CSA) to enhance the client experience. The CSA is responsible for account setup, client communication, and coordination with team members. This fast-paced role demands excellent problem-solving and communication skills. The position offers a hybrid work schedule, competitive salary between $67,000–$80,000, and a comprehensive benefits package, including 401(k) and tuition reimbursement.
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