Client Service Associate Jobs in New York
Client Service Associate jobs in New York are concentrated in New York City, Buffalo, and Albany, where firms like Morgan Stanley, JPMorgan Chase, and Fidelity Investments maintain large client-facing teams across wealth management, brokerage, and institutional banking. The role sits at every level from entry-level operations support to senior relationship management, with the strongest demand in investment services, private banking, and insurance. Scan the live roles below and apply to whichever ones fit.
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Overview
At Gallagher, relationships are at the heart of everything we do. As a Private Client Service Manager, you’ll serve as a trusted advisor to High-Net-Worth individuals, helping protect the people, assets, and lifestyles that matter most. You’ll partner closely with clients, Producers, and carrier partners to deliver tailored insurance solutions, exceptional service, and proactive risk guidance that creates lasting value.
This is more than managing insurance programs, it’s about building trusted relationships, solving complex challenges, and helping clients move forward with confidence. In return, you’ll join a collaborative team where integrity, continuous learning, and professional growth are part of The Gallagher Way.
How you'll make an impact
- Build and strengthen relationships with High-Net-Worth clients by delivering responsive, consultative service and anticipating evolving insurance needs.
- Conduct comprehensive annual coverage reviews, providing strategic recommendations that help clients protect their assets and lifestyles with confidence.
- Identify opportunities to expand client programs through additional insurance solutions, coverage enhancements, and thoughtful risk management guidance.
- Support revenue growth by cultivating referrals and fostering strong relationships with clients and centers of influence.
- Lead the renewal process from planning through implementation, ensuring timely, tailored solutions that align with each client's unique goals and exposures.
- Collaborate with Producers to design, market, and execute insurance strategies that deliver value and exceptional client outcomes.
- Maintain strong carrier relationships and leverage market expertise to secure competitive coverage options and advocate effectively on behalf of clients.
- Stay informed on industry trends, carrier appetites, and emerging risks to provide knowledgeable counsel and strategic recommendations.
- Mentor and support Client Service Managers and Associates, sharing expertise and encouraging continuous professional development.
- Promote operational excellence by maintaining accurate client and policy information, following established service standards, and leveraging shared resources to enhance efficiency.
- Conduct quality reviews and audits to help ensure compliance, consistency, and a best-in-class client experience.
- Contribute to a collaborative, people-first culture where teamwork, knowledge sharing, and exceptional service help drive success for clients and colleagues alike.
About You
Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. Appropriate licensing as required.
Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.
Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
Overview
At Gallagher, relationships are at the heart of everything we do. As a Private Client Service Manager, you’ll serve as a trusted advisor to High-Net-Worth individuals, helping protect the people, assets, and lifestyles that matter most. You’ll partner closely with clients, Producers, and carrier partners to deliver tailored insurance solutions, exceptional service, and proactive risk guidance that creates lasting value.
This is more than managing insurance programs, it’s about building trusted relationships, solving complex challenges, and helping clients move forward with confidence. In return, you’ll join a collaborative team where integrity, continuous learning, and professional growth are part of The Gallagher Way.
How you'll make an impact
- Build and strengthen relationships with High-Net-Worth clients by delivering responsive, consultative service and anticipating evolving insurance needs.
- Conduct comprehensive annual coverage reviews, providing strategic recommendations that help clients protect their assets and lifestyles with confidence.
- Identify opportunities to expand client programs through additional insurance solutions, coverage enhancements, and thoughtful risk management guidance.
- Support revenue growth by cultivating referrals and fostering strong relationships with clients and centers of influence.
- Lead the renewal process from planning through implementation, ensuring timely, tailored solutions that align with each client's unique goals and exposures.
- Collaborate with Producers to design, market, and execute insurance strategies that deliver value and exceptional client outcomes.
- Maintain strong carrier relationships and leverage market expertise to secure competitive coverage options and advocate effectively on behalf of clients.
- Stay informed on industry trends, carrier appetites, and emerging risks to provide knowledgeable counsel and strategic recommendations.
- Mentor and support Client Service Managers and Associates, sharing expertise and encouraging continuous professional development.
- Promote operational excellence by maintaining accurate client and policy information, following established service standards, and leveraging shared resources to enhance efficiency.
- Conduct quality reviews and audits to help ensure compliance, consistency, and a best-in-class client experience.
- Contribute to a collaborative, people-first culture where teamwork, knowledge sharing, and exceptional service help drive success for clients and colleagues alike.
About You
Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. Appropriate licensing as required.
Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.
Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner.
Compensation and benefits
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
See All 74 Client Service Associate Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Client Service Associate JobsClient Service Associate Jobs by City in New York
Where New York roles are concentrated, by current openings.
Client Service Associate Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Animal Care & Pet Services
What New York Employers Look For
The qualifications that appear most often in client service associate jobs across New York.
- FINRA Series 7 or Series 63 license required or must be obtained within 90 days
- Bachelor's degree in finance, business, economics, or a related field preferred
- One to three years of experience in financial services, banking, or client-facing roles
- Proficiency in CRM platforms such as Salesforce and portfolio management systems
- Strong written and verbal communication skills with a client-first orientation
- Ability to work in a fast-paced, compliance-driven environment with attention to detail
Client Service Associate Jobs in New York: Frequently Asked Questions
How do you become a client service associate in New York?
Most client service associate roles in New York require a bachelor's degree and, for positions at broker-dealers or registered investment advisers, a FINRA license such as the Series 7 or Series 63, which you register for through FINRA and obtain by passing the required exams. New York employers in wealth management and brokerage commonly sponsor new hires through licensing while on the job, so many candidates enter with a degree and complete licensing within their first few months.
Which companies hire client service associates in New York?
New York client service associate roles are posted by JPMorganChase, Gallagher, and Guidepoint and others right now, based on current listings on Migrate Mate as of November 2026. New York's density of major financial institutions, insurance carriers, and private wealth firms makes it one of the most active states in the country for this role.
Which New York cities have the most client service associate jobs?
New York, Brooklyn, and Albany have the most client service associate openings in New York. New York City drives the majority of demand through its concentration of Wall Street banks, asset managers, and insurance headquarters, while Buffalo and Albany support significant client service hiring through regional financial institutions, state agency contractors, and insurance operations.
Are there remote client service associate jobs in New York?
Yes, and more than many client-facing roles, since much of the work involves phone, email, and platform-based client interaction that translates well to remote settings. About 59% of client service associate openings tied to New York are remote or hybrid as of November 2026, with hybrid arrangements most common at larger financial firms. Account maintenance, onboarding support, and inquiry resolution are the functions most frequently offered in a remote or hybrid format.
How can I get hired as a client service associate in New York with little or no experience?
The most realistic entry path is applying for operations associate or client services coordinator roles at New York-based broker-dealers and regional banks, which regularly hire candidates without prior industry experience and sponsor them through FINRA licensing. Large New York employers like Fidelity, Vanguard's New York offices, and regional banks run structured associate programs for recent graduates. Moving laterally from retail banking, insurance customer service, or administrative roles at financial firms is another common route, especially when paired with a commitment to complete Series 63 or Series 7 licensing.
Where can I find and apply to client service associate jobs in New York?
You can find and apply to client service associate jobs in New York on Migrate Mate, which lists current openings in the state. Search the roles available, identify the ones that match your background and preferred location, and apply directly to the ones that fit.
See All 74 Client Service 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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