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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Showing 4 of 74+ Client Specialist jobs
WHO WE ARE
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
WHAT WE’RE LOOKING FOR
The Client Service Specialist, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.
A GLIMPSE INTO YOUR DAY
Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
Follows up on new business submissions with carriers not managed by Risk Placement Specialists.
Enters and rates policies into carrier websites and orders new policies as needed.
Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.
Tracks claims and updates the agency management system with activity, payments, and closures.
Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letters to clients.
Order motor vehicle reports “MVRs” and loss runs as directed.
Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
Performs other projects, duties, and tasks, as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
A Property and Casualty License from state of domicile is required within 90 days of hire and must be maintained thereafter.
Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
High School Diploma or equivalent.
Bilingual (English/Spanish) preferred; may be required, depending on location.
1+ year experience in Customer Service preferred.
Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.
Working knowledge of personal lines of coverage preferred.
Proficient in using computers and Microsoft Office Suite. Must be computer literate with the ability to learn new software.
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
Must be able to understand written and oral communications and interpret information written within policies.
Ability to work independently with limited daily supervision and to work effectively in a team environment.
Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
WHY CHOOSE RELATION?
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
.
Note: The above is not all encompassing of the full position description.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
.
$19.71 - $32.21WHO WE ARE
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
WHAT WE’RE LOOKING FOR
The Client Service Specialist, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.
A GLIMPSE INTO YOUR DAY
Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
Follows up on new business submissions with carriers not managed by Risk Placement Specialists.
Enters and rates policies into carrier websites and orders new policies as needed.
Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.
Tracks claims and updates the agency management system with activity, payments, and closures.
Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letters to clients.
Order motor vehicle reports “MVRs” and loss runs as directed.
Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
Performs other projects, duties, and tasks, as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
A Property and Casualty License from state of domicile is required within 90 days of hire and must be maintained thereafter.
Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
High School Diploma or equivalent.
Bilingual (English/Spanish) preferred; may be required, depending on location.
1+ year experience in Customer Service preferred.
Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.
Working knowledge of personal lines of coverage preferred.
Proficient in using computers and Microsoft Office Suite. Must be computer literate with the ability to learn new software.
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
Must be able to understand written and oral communications and interpret information written within policies.
Ability to work independently with limited daily supervision and to work effectively in a team environment.
Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
WHY CHOOSE RELATION?
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
.
Note: The above is not all encompassing of the full position description.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
.
$19.71 - $32.21See All 74 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
Top Industries Hiring
- News & Publishing
- Consulting & Professional Services
- Insurance
- Law & Legal Services
- Accounting & Auditing
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 FlagStar Bank, Safe Horizon, and Bloomingdale's, per current listings on Migrate Mate as of August 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 Rochester 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 65% of client specialist openings tied to New York are remote or hybrid as of August 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 74 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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