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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As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on Alternative Products, you'll have the chance to make a real impact by improving how clients and business users experience our products and services. You'll use and expand your knowledge of service design to enhance interactions, develop and execute strategies for better service, and identify gaps to solve problems. Your recommendations will directly influence client satisfaction and drive continuous improvement. You'll enjoy a balance of independence and teamwork, taking ownership of projects while collaborating with supportive colleagues, and you'll be involved in strategic decision-making and ongoing enhancements that keep us at the forefront of the industry.
Job responsibilities
- Work with leaders to create clear management reports that show business results, budgets, and resource needs.
- Analyze data and prepare executive presentations using Microsoft Office.
- Design and improve service experiences and create service blueprints for product features.
- Collaborate with different teams to understand user needs and help build inclusive, accessible products and services.
- Create journey maps and service blueprints to visualize and improve service processes and customer interactions.
- Join workshops to gather customer feedback and find ways to improve their experience.
- Help develop experience maps and service prototypes that show customer journeys.
- Use an iterative design approach, regularly updating customer journeys based on user feedback.
Required qualifications, capabilities, and skills
- 3+ years of experience in financial services or private markets, focusing on service design.
- Skilled at creating service blueprints, journey maps, and storyboards for a wide range of customers.
- Experience in inclusive design and accessibility, making sure products work for all users.
- Strong understanding of user experience design principles and applying them to various projects.
- Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to create effective executive presentations.
- Excellent written and verbal communication skills with strong attention to detail.
- Great at building relationships and working well with colleagues and leaders at all levels.
- Able to work independently, adapt to changing priorities, and manage multiple tasks in a fast-paced environment.
- Confident and mature, able to handle stressful situations professionally.
Preferred qualifications, capabilities, and skills
- Strong problem-solving and analytical skills; able to handle large amounts of data and draw clear conclusions.
- Excellent project management and organizational abilities.
- Skilled at building trust and influencing senior leaders to keep projects on track and adapt quickly to changing priorities with minimal guidance.
- Able to make informed decisions and effectively explain choices to stakeholders.
ABOUT US
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on Alternative Products, you'll have the chance to make a real impact by improving how clients and business users experience our products and services. You'll use and expand your knowledge of service design to enhance interactions, develop and execute strategies for better service, and identify gaps to solve problems. Your recommendations will directly influence client satisfaction and drive continuous improvement. You'll enjoy a balance of independence and teamwork, taking ownership of projects while collaborating with supportive colleagues, and you'll be involved in strategic decision-making and ongoing enhancements that keep us at the forefront of the industry.
Job responsibilities
- Work with leaders to create clear management reports that show business results, budgets, and resource needs.
- Analyze data and prepare executive presentations using Microsoft Office.
- Design and improve service experiences and create service blueprints for product features.
- Collaborate with different teams to understand user needs and help build inclusive, accessible products and services.
- Create journey maps and service blueprints to visualize and improve service processes and customer interactions.
- Join workshops to gather customer feedback and find ways to improve their experience.
- Help develop experience maps and service prototypes that show customer journeys.
- Use an iterative design approach, regularly updating customer journeys based on user feedback.
Required qualifications, capabilities, and skills
- 3+ years of experience in financial services or private markets, focusing on service design.
- Skilled at creating service blueprints, journey maps, and storyboards for a wide range of customers.
- Experience in inclusive design and accessibility, making sure products work for all users.
- Strong understanding of user experience design principles and applying them to various projects.
- Proficient in Microsoft Office (Word, Excel, PowerPoint) and able to create effective executive presentations.
- Excellent written and verbal communication skills with strong attention to detail.
- Great at building relationships and working well with colleagues and leaders at all levels.
- Able to work independently, adapt to changing priorities, and manage multiple tasks in a fast-paced environment.
- Confident and mature, able to handle stressful situations professionally.
Preferred qualifications, capabilities, and skills
- Strong problem-solving and analytical skills; able to handle large amounts of data and draw clear conclusions.
- Excellent project management and organizational abilities.
- Skilled at building trust and influencing senior leaders to keep projects on track and adapt quickly to changing priorities with minimal guidance.
- Able to make informed decisions and effectively explain choices to stakeholders.
ABOUT US
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See All 120+ 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
- JPMorganChase20
- Guidepoint5
- UBS4
- AlphaSights4
- Janney Montgomery Scott4
Top Industries Hiring
- Investment & Asset Management11
- Banking & Financial Services8
- Fintech7
- Insurance1
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, Guidepoint, and UBS, based on current listings on Migrate Mate as of September 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, Harrison, and Garden City. 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 58% of client associate openings tied to New York are remote or hybrid as of September 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 120+ 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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