Client Service Specialist Jobs in New York
Client Service Specialist jobs in New York are among the most active in the country, concentrated in financial services, insurance, healthcare administration, and professional services, with openings at every level from entry-level associate through senior relationship manager. The largest hiring markets are New York City, Buffalo, and Albany, where firms like JPMorgan Chase, MetLife, and Fidelity Investments maintain substantial client-facing operations. The most in-demand specialties include financial account servicing, insurance client relations, and healthcare patient services. Find a role that fits below and apply directly.
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Showing 5 of 11+ Client Service Specialist jobs
Position Overview
Job Title CLO & Private Credit Services – Account Manager
Corporate Title Associate to Vice President
Location Santa Ana, CA or New York, NY (ALL ROLES TO BE CONSIDERED)
Overview
CLO & Private Credit Services was started back in 2000. Our staff of professionals provides trustee, calculation agent, collateral administration, and custodian services on over 400 SPVs both domestically and throughout Europe. The Account Manager is the primary point of contact for our clients, which are the collateral managers of Collateralized Loan Obligations. You must have a deep understanding CLOs, ABLs, compliance test calculations, bank loans and other complex fixed income structures. You will provide oversight of day to day operational/client service activities while monitoring controls such as overdraft reports, annual reviews, and outstanding deal compliance.
What We Offer You
- A diverse and inclusive environment that embraces change, innovation, and collaboration
- A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
- Educational resources, matching gift, and volunteer programs
What You’ll Do
- Primary point of contact for a portfolio of CLO Special Purpose Vehicles
- Produce monthly and quarterly investor reporting packages. Must have knowledge of all test calculations in the issued reports
- Review and release wires for trade settlements
- Communicate with arrangers, collateral managers, rating agencies, accountants and bondholders
- Close interaction with DB Operations and Account Administrators
- Maintain each SPV's annual compliance requirements (Accountant's Reports, Issuer's Certifications, etc.)
How You’ll Lead
- Senior Management – Must be able to succinctly communicate with high level leaders within the organization
- Clients – Must understand the CLO transaction and be able to interact with Collateral Managers and Investors on the internal mechanics of a deal
- Analytics/IT – Must be able to identify operational bottleneck and work together with IT/Analytics to develop and implement a solution
Skills You’ll Need
- BA/BS, preferably in Accounting, Finance, Business or Economics, MBA is a plus
- Proven prior experience with CLOs
- Understanding of bank loans - BSL, middle market and private credit loans
- Understanding of general accounting and financial reporting principles
- General understanding of structured credit products; ABLs and borrowing base calculations, a plus
- Competent in all MS Office products; Advanced MS Excel abilities, familiarity with complex formulas and modelling techniques, a plus
- Familiarity with wiring instructions, SWIFT payments a plus
- Experience reviewing indentures, credit agreements and other governing documents
Skills That Will Help You Excel
- Strong written/verbal communication skills
- Strong organizational skills
- Experience with Solvas-CDOSuite, a plus
- Fluent in English
Expectations
It is the Bank’s expectation that employees hired into this role will work in the New York, NY or Santa Ana, CA office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City or California is $140,000 - $187,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees:
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com.
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.
Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights"; "Employee Rights and Responsibilities under the Family and Medical Leave Act"; and "Employee Polygraph Protection Act".
Position Overview
Job Title CLO & Private Credit Services – Account Manager
Corporate Title Associate to Vice President
Location Santa Ana, CA or New York, NY (ALL ROLES TO BE CONSIDERED)
Overview
CLO & Private Credit Services was started back in 2000. Our staff of professionals provides trustee, calculation agent, collateral administration, and custodian services on over 400 SPVs both domestically and throughout Europe. The Account Manager is the primary point of contact for our clients, which are the collateral managers of Collateralized Loan Obligations. You must have a deep understanding CLOs, ABLs, compliance test calculations, bank loans and other complex fixed income structures. You will provide oversight of day to day operational/client service activities while monitoring controls such as overdraft reports, annual reviews, and outstanding deal compliance.
What We Offer You
- A diverse and inclusive environment that embraces change, innovation, and collaboration
- A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
- Educational resources, matching gift, and volunteer programs
What You’ll Do
- Primary point of contact for a portfolio of CLO Special Purpose Vehicles
- Produce monthly and quarterly investor reporting packages. Must have knowledge of all test calculations in the issued reports
- Review and release wires for trade settlements
- Communicate with arrangers, collateral managers, rating agencies, accountants and bondholders
- Close interaction with DB Operations and Account Administrators
- Maintain each SPV's annual compliance requirements (Accountant's Reports, Issuer's Certifications, etc.)
How You’ll Lead
- Senior Management – Must be able to succinctly communicate with high level leaders within the organization
- Clients – Must understand the CLO transaction and be able to interact with Collateral Managers and Investors on the internal mechanics of a deal
- Analytics/IT – Must be able to identify operational bottleneck and work together with IT/Analytics to develop and implement a solution
Skills You’ll Need
- BA/BS, preferably in Accounting, Finance, Business or Economics, MBA is a plus
- Proven prior experience with CLOs
- Understanding of bank loans - BSL, middle market and private credit loans
- Understanding of general accounting and financial reporting principles
- General understanding of structured credit products; ABLs and borrowing base calculations, a plus
- Competent in all MS Office products; Advanced MS Excel abilities, familiarity with complex formulas and modelling techniques, a plus
- Familiarity with wiring instructions, SWIFT payments a plus
- Experience reviewing indentures, credit agreements and other governing documents
Skills That Will Help You Excel
- Strong written/verbal communication skills
- Strong organizational skills
- Experience with Solvas-CDOSuite, a plus
- Fluent in English
Expectations
It is the Bank’s expectation that employees hired into this role will work in the New York, NY or Santa Ana, CA office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City or California is $140,000 - $187,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees:
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com.
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.
Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights"; "Employee Rights and Responsibilities under the Family and Medical Leave Act"; and "Employee Polygraph Protection Act".
See All 11 Client Service Specialist Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find JobsClient Service Specialist Jobs by City in New York
Where New York roles are concentrated, by current openings.
Client Service Specialist Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Deutsche Bank2
- Fidelity Investments2
- Morgan Stanley2
- Arch1
- Charles Schwab1
Top Industries Hiring
- Investment & Asset Management7
- Accounting & Auditing1
- Automotive1
- Fintech1
- Insurance1
What New York Employers Look For
The qualifications that appear most often in client service specialist jobs across New York.
- Associate or bachelor's degree in business, communications, or a related field
- Two or more years of customer-facing or account management experience
- Proficiency with CRM platforms such as Salesforce or ServiceNow
- Strong written and verbal communication skills for client-facing correspondence
- Ability to manage multiple client accounts and meet response-time standards
- Familiarity with financial products, insurance plans, or healthcare billing processes
Client Service Specialist Jobs in New York: Frequently Asked Questions
How do you become a client service specialist in New York?
Most client service specialist roles in New York require at least an associate degree, though a bachelor's in business, finance, or communications gives candidates a clear edge with the state's largest employers. No state-issued license is required for most client service specialist positions, but those working in financial services may need a FINRA Series 6 or Series 63 registration, while those in insurance account servicing typically need a New York State Property and Casualty or Life license issued through the New York Department of Financial Services.
How much do client service specialists make in New York?
Client service specialists in New York earn a median of about $48,000 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $36,270 for the lowest 10% to over $76,280 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire client service specialists in New York?
Employers hiring client service specialists in New York right now include Deutsche Bank, Fidelity Investments, and Morgan Stanley, based on current listings on Migrate Mate as of June 2026. New York's concentration of financial services headquarters, regional insurance carriers, and large healthcare networks means demand stays consistent year-round across all five boroughs and major upstate metros.
Which New York cities have the most client service specialist jobs?
New York, Lynbrook, and Manhasset have the most client service specialist openings in New York. New York City accounts for the bulk of demand given its density of financial institutions, insurance carriers, and corporate headquarters, while Buffalo and Albany generate steady openings through regional bank branches, state agency contractors, and healthcare systems that serve large upstate populations.
Are there remote client service specialist jobs in New York?
Yes, and they are more common in this field than in many others. About 36% of client service specialist openings tied to New York are remote or hybrid as of June 2026, reflecting how much of the work involves phone, email, and CRM-based account management rather than in-person contact. Roles focused on financial account servicing and software platform support tend to offer the most remote flexibility.
How can I get hired as a client service specialist in New York with little or no experience?
The most realistic entry path is applying to associate or coordinator roles at New York's large financial services and insurance firms, which regularly run structured onboarding cohorts for candidates without direct experience. JPMorgan Chase, MetLife, and Fidelity Investments all hire at the associate level and provide internal training. Lateral moves from retail banking, healthcare front-desk work, or call-center roles translate well, and completing a FINRA Series 63 exam or a New York Life insurance license before applying gives candidates a concrete credential that signals readiness to hiring managers.
Where can I find and apply to client service specialist jobs in New York?
You can find and apply to client service specialist jobs in New York on Migrate Mate, which lists current openings from employers hiring across the state. Search the available roles, find the ones that fit your experience and location, and apply directly to each position.
See All 11 Client Service Specialist Jobs in New York
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