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.
Find Client Associate JobsOverview
Showing 4 of 131+ Client Associate jobs
Tully Rinckey
Latham, NY | Base Salary: $55,000
Tully Rinckey PLLC, a national full-service law firm, is seeking a driven, sales-minded Client Relations Associate to join our Albany, NY office. This role is all about converting potential clients into new clients by identifying their needs, demonstrating the value of our services, and connecting them with the right attorney.
If you thrive in a fast-paced, high-volume, results-driven environment and have the energy, persistence, and positive attitude to succeed, this is the opportunity for you. In this role, you’ll play a key role in bringing new clients to the firm, and your results will directly shape both firm growth and your compensation opportunities.
Flexibility with work hours is required. Availability during evenings and weekends is a must. In addition to a competitive base salary, incentive programs tied to performance can substantially increase your income.
Tully Rinckey has been recognized on the INC5000 list of America’s fastest-growing companies, and we offer one of the most competitive benefits packages in the industry:
Key Responsibilities
- Convert potential clients into new clients by effectively presenting firm services and value.
- Use inside sales, consultative selling, and client development techniques to drive new business.
- Quickly identify client needs and match them with the appropriate attorney.
- Manage and track prospects in the CRM system.
- Schedule and facilitate attorney consultations.
- Secure payment for consultations.
- Proactively address client concerns to ensure successful conversion.
- Consistently achieve—and aim to exceed—sales and client development goals.
- Sales, inside sales, account executive, or business development experience preferred.
- Excellent interpersonal, persuasion, and closing skills.
- Ability to thrive under pressure in a results-driven, high-energy environment.
- Strong multitasking and organizational skills.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Flexibility to work evenings and weekends as needed.
- 100% employer match on 401(k) contributions up to 6% for full-time employees.
- 100% employer-paid health insurance premiums for standard coverage.
- 100% employer-paid dental and vision coverage
- Three weeks of paid time off, plus 11 paid federal holidays. Employees are eligible to earn an additional week of paid time off after 18 months of employment.
Equal Opportunity Statement
Tully Rinckey PLLC is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
#LP
Tully Rinckey
Latham, NY | Base Salary: $55,000
Tully Rinckey PLLC, a national full-service law firm, is seeking a driven, sales-minded Client Relations Associate to join our Albany, NY office. This role is all about converting potential clients into new clients by identifying their needs, demonstrating the value of our services, and connecting them with the right attorney.
If you thrive in a fast-paced, high-volume, results-driven environment and have the energy, persistence, and positive attitude to succeed, this is the opportunity for you. In this role, you’ll play a key role in bringing new clients to the firm, and your results will directly shape both firm growth and your compensation opportunities.
Flexibility with work hours is required. Availability during evenings and weekends is a must. In addition to a competitive base salary, incentive programs tied to performance can substantially increase your income.
Tully Rinckey has been recognized on the INC5000 list of America’s fastest-growing companies, and we offer one of the most competitive benefits packages in the industry:
Key Responsibilities
- Convert potential clients into new clients by effectively presenting firm services and value.
- Use inside sales, consultative selling, and client development techniques to drive new business.
- Quickly identify client needs and match them with the appropriate attorney.
- Manage and track prospects in the CRM system.
- Schedule and facilitate attorney consultations.
- Secure payment for consultations.
- Proactively address client concerns to ensure successful conversion.
- Consistently achieve—and aim to exceed—sales and client development goals.
- Sales, inside sales, account executive, or business development experience preferred.
- Excellent interpersonal, persuasion, and closing skills.
- Ability to thrive under pressure in a results-driven, high-energy environment.
- Strong multitasking and organizational skills.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Flexibility to work evenings and weekends as needed.
- 100% employer match on 401(k) contributions up to 6% for full-time employees.
- 100% employer-paid health insurance premiums for standard coverage.
- 100% employer-paid dental and vision coverage
- Three weeks of paid time off, plus 11 paid federal holidays. Employees are eligible to earn an additional week of paid time off after 18 months of employment.
Equal Opportunity Statement
Tully Rinckey PLLC is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
#LP
See All 131+ 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
- JPMorganChase17
- Jackson Hewitt11
- NFP4
- Guidepoint4
- AlphaSights4
Top Industries Hiring
- Investment & Asset Management11
- Banking & Financial Services6
- Fintech5
- Accounting & Auditing1
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, Jackson Hewitt, and NFP, based on current listings on Migrate Mate as of November 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, Albany, and Buffalo. 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 67% of client associate openings tied to New York are remote or hybrid as of November 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 131+ 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 Jobs