Client Associate Jobs in New York
Client Associate jobs in New York are concentrated in wealth management, investment banking, and financial services, with the market ranking among the most active in the country for this role at both entry and senior levels. Most openings are in New York City, with additional demand in White Plains and Albany, where firms like Morgan Stanley, JPMorgan Chase, and UBS maintain significant operations. The most in-demand specialties are brokerage support, private client services, and institutional relationship management. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 116+ Client Associate jobs
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
See All 116+ Client Associate Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in New York
Where New York roles are concentrated, by current openings.
Client Associate Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- JPMorganChase21
- Citi6
- Morgan Stanley5
- UBS4
- AlphaSights4
Top Industries Hiring
- Investment & Asset Management16
- Banking & Financial Services15
- Fintech7
- Technology & Software2
- Construction & Real Estate2
What New York Employers Look For
The qualifications that appear most often in client associate jobs across New York.
- FINRA Series 7 and Series 66 licenses required or must be obtained within 90 days
- Bachelor's degree in finance, business, economics, or a related field
- One to three years of experience in client services, brokerage, or financial advisory support
- Proficiency with CRM platforms such as Salesforce and portfolio management systems
- Strong written and verbal communication skills for high-net-worth client interaction
- Ability to manage competing priorities in a fast-paced, compliance-driven environment
Client Associate Jobs in New York: Frequently Asked Questions
How do you become a client associate in New York?
Most client associate roles in New York require a bachelor's degree and FINRA licensing, typically the Series 7 and Series 66, which are obtained by passing exams administered through FINRA after being sponsored by a registered employer. Some firms also require the Series 63 instead of the 66. New York does not impose a separate state license for this role beyond FINRA registration, so the path runs through employer sponsorship and passing the relevant FINRA exams.
Which companies hire client associates in New York?
Employers hiring client associates in New York right now include JPMorganChase, Citi, and Morgan Stanley, based on current listings on Migrate Mate as of August 2026. New York's density of major wealth management firms, private banks, and institutional brokerages means hiring is consistent across the year, with the highest volume concentrated in Manhattan.
Which New York cities have the most client associate jobs?
The cities with the most client associate openings in New York are New York, Brooklyn, and Albany. New York City dominates because it is home to the headquarters and major offices of the largest U.S. and global financial services firms, while White Plains and Albany draw demand from regional wealth management offices and state-affiliated financial institutions serving those communities.
Are there remote client associate jobs in New York?
Yes, but they're limited. About 54% of client associate openings tied to New York are remote or hybrid as of August 2026, reflecting the client-facing nature of most roles. The functions most likely to allow remote or hybrid arrangements are back-office client service tasks, account administration, and onboarding support, where direct in-person client contact is less frequent.
How can I get hired as a client associate in New York with little or no experience?
The most realistic entry path is applying for associate development or financial advisor support programs that large New York firms run specifically for recent graduates, including rotational programs at firms like Morgan Stanley and Merrill Lynch that place candidates in client service roles before requiring full licensing. An internship in brokerage operations or a lateral move from a bank teller, registered sales assistant, or operations analyst role can also open the door, especially when paired with FINRA Series 7 exam preparation.
Where can I find and apply to client associate jobs in New York?
You can find and apply to client associate jobs in New York on Migrate Mate, which lists current openings across the state. Search the listings, find roles that match your background and target location, and apply directly to the ones that fit.
See All 116+ Client Associate Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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