Client Specialist Jobs in New York
Client Specialist jobs in New York represent one of the most active markets in the country, concentrated in financial services, wealth management, insurance, and enterprise technology, with openings from entry-level associate roles through senior relationship managers. New York City, Buffalo, and White Plains anchor most of the hiring, where firms like JPMorgan Chase, Fidelity Investments, and MetLife maintain large client-facing operations. The most in-demand specializations are private banking support, institutional account management, and B2B technology client success. Find a role that fits below and apply directly.
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Showing 5 of 23+ Client Specialist jobs
Job Description:
First Line Client Specialist
Exciting opportunity to grow your career. First Line Client Specialist sits within the Client Facilitation Team within Global Market Operations, with dual accountability to the designated sales product or regional head.
This is a position for an individual who applies in-depth disciplinary knowledge to drive the development of new techniques and the continuous improvement of processes and workflows. The ideal candidate will integrate subject matter and industry expertise to remove administrative burdens from the sales team, allowing them to concentrate on value-add client engagement. The successful candidate will act as a key escalation point for sales and client issues, diagnosing root causes, and driving both tactical and strategic solutions. This position is integral to the desk's success, with input deemed essential for all pre- and post-trade processes.
What you'll be doing:
Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle. Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues. Remove the administrative burden from sales enabling the salesforce to focus on true value add and client engagement.
Key Responsibilities
- Proactively mitigating client impact whilst enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk or Operational Platforms)
- Lead and manage the end-to-end onboarding and maintenance of high-value clients, ensuring new or existing accounts are prioritized and set-up in a timely fashion.
- Diagnose the root causes as issues arise and identify both tactical and strategic solutions - owning the delivery
- Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability and transforming operational expertise into strategic value.
- Proactively support the sales team to manage the ‘First Line of Defense,’ including monitoring desk controls, minimizing credit line breaches, and ensuring credit facilities are sufficient and maintained to support trading.
- Ensure pre and post-trade processes are managed efficiently and effectively, including prompt resolution of booking issues, settlement issues, and margin disputes.
- Act as a point of escalation and own resolution of operational issues between sales, client and support functions
- Identify opportunities to reduce manual intervention and improve STP
Knowledge/Experience:
- 1-2 years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or,
- Understanding of Markets Products or Financial Degree
- Some experience working in a financial organization may help
Skills
- Proficient with Microsoft Office, Bloomberg or credit risk and settlement systems
- Excellent interpersonal and communication skills
- Superior quantitative / problem-solving skills
- Some knowledge of the FX product, clients and business
Qualifications:
- Bachelor’s degree (or equivalent)
- For some locations, fluency in native language may be preferred
Competencies:
- Self-motivated, innovative, results-oriented individual
- Highly organized individual with special attention to detail
- Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time
- Ability to work effectively both individually and within a team environment, and to interact professionally with other departments
Candidates up to and including the Assistant Vice President (AVP) level will be considered.
Any internal candidates will transfer with their current title.
Job Family Group: Institutional Sales
Job Family: Investor Sales
Time Type: Full time
Primary Location: Getzville New York United States
Primary Location Full Time Salary Range: $70,080.00 - $105,120.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: Jun 10, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
Job Description:
First Line Client Specialist
Exciting opportunity to grow your career. First Line Client Specialist sits within the Client Facilitation Team within Global Market Operations, with dual accountability to the designated sales product or regional head.
This is a position for an individual who applies in-depth disciplinary knowledge to drive the development of new techniques and the continuous improvement of processes and workflows. The ideal candidate will integrate subject matter and industry expertise to remove administrative burdens from the sales team, allowing them to concentrate on value-add client engagement. The successful candidate will act as a key escalation point for sales and client issues, diagnosing root causes, and driving both tactical and strategic solutions. This position is integral to the desk's success, with input deemed essential for all pre- and post-trade processes.
What you'll be doing:
Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle. Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues. Remove the administrative burden from sales enabling the salesforce to focus on true value add and client engagement.
Key Responsibilities
- Proactively mitigating client impact whilst enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk or Operational Platforms)
- Lead and manage the end-to-end onboarding and maintenance of high-value clients, ensuring new or existing accounts are prioritized and set-up in a timely fashion.
- Diagnose the root causes as issues arise and identify both tactical and strategic solutions - owning the delivery
- Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability and transforming operational expertise into strategic value.
- Proactively support the sales team to manage the ‘First Line of Defense,’ including monitoring desk controls, minimizing credit line breaches, and ensuring credit facilities are sufficient and maintained to support trading.
- Ensure pre and post-trade processes are managed efficiently and effectively, including prompt resolution of booking issues, settlement issues, and margin disputes.
- Act as a point of escalation and own resolution of operational issues between sales, client and support functions
- Identify opportunities to reduce manual intervention and improve STP
Knowledge/Experience:
- 1-2 years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or,
- Understanding of Markets Products or Financial Degree
- Some experience working in a financial organization may help
Skills
- Proficient with Microsoft Office, Bloomberg or credit risk and settlement systems
- Excellent interpersonal and communication skills
- Superior quantitative / problem-solving skills
- Some knowledge of the FX product, clients and business
Qualifications:
- Bachelor’s degree (or equivalent)
- For some locations, fluency in native language may be preferred
Competencies:
- Self-motivated, innovative, results-oriented individual
- Highly organized individual with special attention to detail
- Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time
- Ability to work effectively both individually and within a team environment, and to interact professionally with other departments
Candidates up to and including the Assistant Vice President (AVP) level will be considered.
Any internal candidates will transfer with their current title.
Job Family Group: Institutional Sales
Job Family: Investor Sales
Time Type: Full time
Primary Location: Getzville New York United States
Primary Location Full Time Salary Range: $70,080.00 - $105,120.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date: Jun 10, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
See All 23 Client Specialist Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Client Specialist JobsClient Specialist Jobs by City in New York
Where New York roles are concentrated, by current openings.
Client Specialist Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Arch6
- Deutsche Bank2
- Fidelity Investments2
- Morgan Stanley2
- CVS Health1
Top Industries Hiring
- Investment & Asset Management8
- Consulting & Professional Services6
- Insurance2
- Law & Legal Services2
- Technology & Software2
What New York Employers Look For
The qualifications that appear most often in client specialist jobs across New York.
- Bachelor's degree in business, finance, communications, or a related field required
- Two or more years of client-facing account management or service experience preferred
- Proficiency with CRM platforms such as Salesforce or HubSpot in a professional setting
- Strong written and verbal communication skills for client presentations and correspondence
- Ability to manage multiple client accounts and competing priorities under deadline pressure
- Experience working within financial services, insurance, or enterprise technology environments
Client Specialist Jobs in New York: Frequently Asked Questions
How do you become a client specialist in New York?
Most client specialist roles in New York require a bachelor's degree in business, finance, or a related field, and employers in financial services often expect familiarity with FINRA-regulated environments, though the role itself does not carry a state license requirement in New York. Candidates who hold Series 6, Series 7, or Series 63 licenses issued through FINRA gain a measurable advantage with banks, brokerages, and insurance carriers headquartered in the state.
Which companies hire client specialists in New York?
Employers hiring client specialists in New York right now include Arch, Deutsche Bank, and Fidelity Investments, based on current listings on Migrate Mate as of June 2026. New York's density of financial institutions, insurance carriers, and enterprise software companies means demand for client specialists remains consistent throughout the year across both large headquarters and regional offices.
Which New York cities have the most client specialist jobs?
New York, New York, and Albany account for the largest share of client specialist openings in New York. New York City dominates because of the sheer concentration of financial services firms, insurance companies, and technology clients headquartered in Manhattan and the outer boroughs, while Buffalo and White Plains draw openings from regional banking operations and corporate campuses that serve the upstate and suburban markets.
Are there remote client specialist jobs in New York?
Yes, and more than many client-facing roles, because client specialist work in financial services and technology often centers on phone, email, and platform-based communication rather than in-person visits. About 35% of client specialist openings tied to New York are remote or hybrid as of June 2026, reflecting strong demand from fintech and SaaS employers who operate nationally from New York bases. Account onboarding, renewal management, and digital support functions tend to be the most remote-eligible sub-roles.
How can I get hired as a client specialist in New York with little or no experience?
The most realistic entry path is through a client service associate or customer success coordinator role at a New York-based bank, insurance carrier, or technology company, where you build relationship management skills before stepping into a full client specialist title. Firms like Citibank, New York Life, and various mid-size fintechs in Manhattan run structured associate programs that hire candidates directly from college. Earning a FINRA Series 63 license while job searching signals readiness to employers in regulated industries and can open doors that would otherwise require prior experience.
Where can I find and apply to client specialist jobs in New York?
You can find and apply to client specialist jobs in New York on Migrate Mate, which lists current openings from employers actively hiring across the state. Search the listings to find roles that match your experience and location, then apply directly to the ones that fit.
See All 23 Client Specialist Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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