Client Specialist Jobs in New York
Client Specialist jobs in New York are concentrated in New York City, Buffalo, and White Plains, where financial services, healthcare, and wealth management firms drive consistent demand at every level from entry-level account support to senior relationship roles. Major employers with a lasting hiring presence include JPMorgan Chase, Citi, and MetLife, all of which maintain large client-facing operations across the state. The most in-demand specialties are private banking client services, insurance account management, and healthcare patient financial services. See the openings below and apply to the ones that match your experience.
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York Animal Hospital is a privately owned and operated AAHA accredited, small animal hospital seeking an energetic, customer service oriented Client Care Specialist . We are conveniently located in Livingston County, NY, a short 30-minute drive from Rochester.
The Client Care Specialist is the first point of contact with the public and must have an outgoing, inviting, patient and professional personality. Our team of Veterinarians, Licensed Vet Techs and knowledgeable support staff work hard to be a cohesive team that provides the best care for our patients and clients. The Client Care Specialist is responsible for relaying incoming phone calls, greeting visitors in a professional and friendly manner, and performing various clerical duties.
Responsibilities:
- Greet and screen incoming visitors, promptly notifying appropriate staff members.
- Accurately collect all forms of payment and issue receipts and appropriate paperwork to customers.
- Answer multi-line telephone systems, take accurate messages, and transfer telephone calls to the appropriate persons in a timely manner.
- Operate standard office equipment including:
- Multi-Line Telephone system
- Facsimile/photocopier
- ezyVet Database
- Credit Card Machine
- Accurately direct incoming mail and send documents via facsimile, email, or mail on a daily basis.
- Type correspondences and memorandums in correct format.
- Maintain office supply inventory and request additional items as needed.
- Perform other related duties as assigned.
Skills:
Customer Service
Oral and Written Communication
Time Management
Organization
Experience:
Requirements:
High School Diploma or equivalent
Preferred:
Veterinary reception or assistant
Medical background
Prior customer service experience
Pay: $18.00 - $21.00 per hour
Expected hours: 22.0 – 26.0 per week
Benefits:
- 401(k) matching
- Employee discount
- Health insurance
- Paid time off
Shift availability:
- Day Shift (Preferred)
- Night Shift (Preferred)
Ability to Commute:
- York, NY 14592 (Required)
Ability to Relocate:
- York, NY 14592: Relocate before starting work (Required)
Work Location: In person
York Animal Hospital is a privately owned and operated AAHA accredited, small animal hospital seeking an energetic, customer service oriented Client Care Specialist . We are conveniently located in Livingston County, NY, a short 30-minute drive from Rochester.
The Client Care Specialist is the first point of contact with the public and must have an outgoing, inviting, patient and professional personality. Our team of Veterinarians, Licensed Vet Techs and knowledgeable support staff work hard to be a cohesive team that provides the best care for our patients and clients. The Client Care Specialist is responsible for relaying incoming phone calls, greeting visitors in a professional and friendly manner, and performing various clerical duties.
Responsibilities:
- Greet and screen incoming visitors, promptly notifying appropriate staff members.
- Accurately collect all forms of payment and issue receipts and appropriate paperwork to customers.
- Answer multi-line telephone systems, take accurate messages, and transfer telephone calls to the appropriate persons in a timely manner.
- Operate standard office equipment including:
- Multi-Line Telephone system
- Facsimile/photocopier
- ezyVet Database
- Credit Card Machine
- Accurately direct incoming mail and send documents via facsimile, email, or mail on a daily basis.
- Type correspondences and memorandums in correct format.
- Maintain office supply inventory and request additional items as needed.
- Perform other related duties as assigned.
Skills:
Customer Service
Oral and Written Communication
Time Management
Organization
Experience:
Requirements:
High School Diploma or equivalent
Preferred:
Veterinary reception or assistant
Medical background
Prior customer service experience
Pay: $18.00 - $21.00 per hour
Expected hours: 22.0 – 26.0 per week
Benefits:
- 401(k) matching
- Employee discount
- Health insurance
- Paid time off
Shift availability:
- Day Shift (Preferred)
- Night Shift (Preferred)
Ability to Commute:
- York, NY 14592 (Required)
Ability to Relocate:
- York, NY 14592: Relocate before starting work (Required)
Work Location: In person
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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
Top Industries Hiring
- Law & Legal Services
- Consulting & Professional Services
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, or a related field preferred by most New York employers
- One to three years of client-facing experience in financial services or healthcare settings
- Proficiency with CRM platforms such as Salesforce or proprietary client management systems
- Strong written and verbal communication skills for managing complex client relationships
- Ability to manage multiple accounts and prioritize tasks in a high-volume environment
- Series 7 or Series 63 license preferred for client specialist roles within New York brokerage firms
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, communications, or a closely related field, along with demonstrated client service experience. For roles inside brokerage or investment firms, employers typically expect or sponsor candidates to obtain FINRA licenses such as the Series 7 or Series 63 through the Financial Industry Regulatory Authority. Healthcare-focused client specialist roles at New York hospital systems or insurers often prioritize candidates familiar with billing, benefits navigation, or patient advocacy.
Which companies hire client specialists in New York?
Companies currently hiring client specialists in New York include Safe Horizon, The Carlyle, and JPMorganChase, per current listings on Migrate Mate as of November 2026. New York's dense concentration of financial institutions, insurance carriers, and large healthcare networks makes it one of the most active states in the country for this role.
Which New York cities have the most client specialist jobs?
New York, Brooklyn, and Syracuse have the most client specialist openings in New York. New York City dominates the distribution because of its unmatched concentration of global banks, wealth management firms, and insurance headquarters, while Buffalo and White Plains generate steady demand through regional financial services operations, healthcare systems, and corporate back-office centers that serve clients across upstate and suburban markets.
Are there remote client specialist jobs in New York?
Yes, and more than many service roles, because client specialists in financial services and healthcare often work primarily by phone, email, and digital platforms rather than in person. About 42% of client specialist openings tied to New York are remote or hybrid as of November 2026, reflecting the desk-based nature of the work. Account management and insurance client service roles tend to offer the most remote flexibility, while roles requiring in-branch or on-site client interaction remain largely in person.
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 customer service or account coordinator role at a large New York-based financial institution or insurance carrier, where internal mobility into client specialist positions is common. JPMorgan Chase and Citi both run rotational associate programs in New York that place candidates without direct client specialist experience into client-facing support tracks. Earning a FINRA Series 63 license before applying gives candidates a meaningful edge at brokerage and wealth management firms. Candidates moving from retail banking, insurance claims, or healthcare billing also find their adjacent experience transfers well.
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 tied to New York employers and locations. Search the listings to find roles that match your background, experience level, and preferred location or work arrangement, then apply directly to the ones that fit.
See All 77 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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