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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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 83 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
- Insurance
- Animal Care & Pet Services
- Healthcare & Medical Services
- Investment & Asset Management
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 Banfield Pet Hospital, Gallagher, and JPMorganChase and others right now, based on current listings on Migrate Mate as of September 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 42% of client service associate openings tied to New York are remote or hybrid as of September 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 83 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 Jobs