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Client service associate Jobs in New York, NY

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Client service associate • new york ny

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Client Service Associate

GuidepointNew York, NY, United States
$70,000.00 yearly
Full-time

New York, New York, United States.Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed busi... Show more

Client Service Associate, Business Insurance

Oliver Wyman, LLCNew York, NY, United States
$41,200.00 yearly
Full-time

Client Service Associate, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest tal... Show more

Client Associate

Rockefeller Capital ManagementNew York, NY, United States
$70,000.00 yearly
Full-time

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo... Show more

Senior Client Service Associate- LCK Wealth Management

Hightower AdvisorsNew York, NY, United States
Permanent

LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients.This Barron's and Forbes ranked team provides financial services primarily to high-net... Show more

Associate, Client Service, 2027 (Campus Resume Drop)

AlphaSightsNew York, NY, United States
$90.00 hourly
Full-time

Associate, Client Service, 2027 (Campus Resume Drop).New York, New York, United States.Start Dates Available: January 2027.Looking to start your career in a fast-paced commercial role? Seeking to h... Show more

Client Service Partner

Valley BankNew York, NY, US
Full-time

Responsibilities include but are not limited to:.Partner with Client Service Specialists to support complex client servicing needs.Independently execute complex treasury activities, including manua... Show more

Client Service Specialist

Rydex InvestmentsNew York, NY, United States
$110,000.00 yearly
Full-time

Guggenheim Investments is seeking a Client Service Specialist to join the relationship management support within Client Service.This role collaborates with various internal teams to provide service... Show more

Client Service Associate

redShift RecruitingNew York, NY, US
$22.00 hourly
Full-time +1

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) Pos... Show more

Cash Management Client Service - Associate

Smbc Global Foundation IncNew York, NY, United States
$80,000.00–$105,000.00 yearly
Full-time

Cash Management Client Service - Associate.Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time.SMBC Group is a to... Show more

Client Service Associate

ProxymityNew York, NY, US
Full-time
Quick Apply

Proxymity is a pioneering investor communications platform.Our unique, cutting-edge solutions connect global listed companies with their shareholders, via their intermediaries, in real time.This cr... Show more

Client Service Specialist

F1216 O'Shaughnessy Asset Mgt, LLCNew York, New York, United States of America
Full-time

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress... Show more

Client Service Associate

Axelon Services CorporationNew York, NY
Full-time

Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities.We pride ourselves on our commitment to excellence and our ability to... Show more

Asset Management, Americas Client Service Management - Associate

ChaseNew York, NY, United States
Full-time

Step into a dynamic role where you'll drive strategic projects and partner with senior leaders to solve critical business challenges in Asset Management.As a Management Associate supporting the Hea... Show more

Client Service Partner

Valley National BancorpNew York, NY, United States
Full-time

Responsibilities include but are not limited to:.Partner with Client Service Specialists to support complex client servicing needs.Independently execute complex treasury activities, including manua... Show more

Client Associate

Neuberger BermanNew York, NY, United States
$80,000.00 yearly
Full-time

Private Wealth Client Service Associate.The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business.The Associ... Show more

Client Service Associate

Corps TeamNew York, NY, US
$43.00 hourly
Temporary
Quick Apply

Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA.This role is hybrid, onsite 4... Show more

Client Service Manager

NFP CorpNew York, NY, United States
Full-time

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families.As a wholly owned subsidiary of NFP, an Aon compa... Show more

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Client Service Associate

Client Service Associate

GuidepointNew York, NY, United States
30+ days ago
Salary
$70,000.00 yearly
Job type
  • Full-time
Job description

Client Service Associate

New York, New York, United States

Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client's specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience.

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint's global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued.

This hiring track will support Corporate clients across healthcare, general industry, and AI lab-related research needs. Associates in this group should be comfortable working on intellectually complex topics, quickly learning unfamiliar industries, and translating technical, scientific, healthcare, or market research questions into targeted expert-search strategies.

Due to the collaborative nature of the Client Service team, the work schedule is hybrid with four days in the office required.

Who We Are:

  • High-performing team driven by execution, accountability, and consistent client impact
  • Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate
  • Team committed to developing talent through hands-on mentorship, coaching, and leadership support
  • Workplace that embeds continuous learning and career development as a core part of how we grow and excel
  • Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership
  • Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory

What You Will Own:

  • Recruit new experts into Guidepoint's network and engage them for client consultations
  • Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts
  • Support Corporate client requests across healthcare, general industry, AI, technology, science, engineering, and other research-intensive topics
  • Break down complex client questions into clear expert profiles, sourcing strategies, and screening criteria
  • Conduct targeted research to identify professionals with highly specific technical, scientific, healthcare, market, or industry expertise
  • Lead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration
  • Evaluate whether potential experts have the depth, relevance, and credibility needed for nuanced corporate research requests
  • Define sourcing strategies for each client request based on project scope, urgency, and target expert profile
  • Manage multiple fast-moving client requests, balancing competing deadlines while maintaining a high standard of execution

What You Have:

  • Bachelor's degree, with minimum 3.0 GPA or higher required
  • Previous relevant internship, volunteer, research, or extracurricular experience
  • Interest in corporate research, AI, healthcare, technology, science, engineering, market research, or other complex industry topics
  • Demonstrated ability to quickly understand unfamiliar subject matter, synthesize information, and evaluate sources for relevance and credibility
  • Academic or professional experience in a quantitatively rigorous, analytical, scientific, technical, healthcare, market research, business, economics, engineering, or related field preferred
  • Applicants must be authorized to work in the United States without the need for current or future employer-sponsored visa sponsorship. Guidepoint does not provide employment-based visa sponsorship for this role
  • AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication
  • Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment
  • Curiosity about emerging technology and a willingness to continue building skills with new tools that improve productivity and client service

Successful Associates:

  • Are ambitious and thrive in competitive and fast-paced environments
  • Are motivated to build client-facing careers in consulting, advisory, investment research, corporate research, account management, customer success, or sales
  • Are intellectually curious and energized by technical, scientific, healthcare, emerging technology, and market research topics
  • Quickly understand the commercial context behind client requests and identify the most relevant experts
  • Can quickly interpret unfamiliar subject matter and determine what type of expert would best answer a client's question
  • Use structured thinking and sound judgment to assess expert relevance, not just keyword matches
  • Demonstrate strong time management and organizational skills, with the ability to manage multiple priorities under tight deadlines
  • Are comfortable engaging senior professionals by phone, building rapport quickly, and assessing fit for client needs
  • Show foundational AI fluency and are eager to keep building skills with tools that improve research, organization, and execution
  • Communicate clearly and professionally, both verbally and in writing
  • Demonstrate strong problem-solving skills, sound judgment, and the ability to work both independently and collaboratively

What We Offer:

The annual base salary for this position is $70,000. Additionally, this role is eligible for a yearly bonus of up to $4,000 based on performance.

For strong performers, this role offers an accelerated path to greater responsibility and increased earnings potential. High-performing Associates may be promoted to a Project Manager after as little as six months, based on consistently delivering strong performance and professional readiness. This progression includes a base salary of $75,000, eligibility to earn monthly commission on applicable client-facing project work, and earlier direct exposure to clients.

You will also be eligible for the following benefits:

  • 15 days of PTO, 10 paid holidays, and sick leave
  • Comprehensive medical, dental, and vision coverage, along with flexible spending accounts, supplemental pet insurance, and short- and long-term disability
  • 401(k) with company match of up to 10% of employee contributions, plus company-sponsored and optional life insurance
  • Commuter benefits and corporate discounts, including gym memberships, ClassPass, and an Employee Assistance Program (EAP)
  • Unlimited access to self-paced learning through LinkedIn Learning
  • In-office perks including free snacks and beverages, Thursday Happy Hours, and Summer Fridays
  • Annual company-sponsored athletic leagues and wellness activities
  • Charitable giving programs with company-matched contributions to eligible tax-exempt organizations, in accordance with company guidelines, including a dedicated day of service for all employees
  • Casual work environment with regular team-building events and social activities

Interview Process:

  • Initial conversation with a member of the Talent Acquisition team
  • Interview with the hiring manager(s)
  • Mock assessment
    • Complete a timed simulated client request project and gain more insight into the role
  • On-site interview with team members
  • Final decision and feedback

About Guidepoint:

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients turn answers into action.

Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600+ employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for