Client Support Specialist Jobs in New York
Client Support Specialist jobs in New York are among the most active in the country, concentrated in financial services, insurance, healthcare, and technology firms across New York City, Buffalo, and Albany. Major employers with a lasting presence in the state include JPMorgan Chase, Citigroup, and MetLife, all of which maintain large client-facing operations requiring consistent support staffing at every level from entry-level associate through senior specialist. The most in-demand specialties are financial account support, healthcare client services, and B2B enterprise support. Find a role that fits below and apply directly.
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Showing 5 of 10+ Client Support Specialist jobs
Job Description
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
Client Support Specialist
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri-State area! While you will work from home, you must reside near the Greater Tri-State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
The Purpose of Your Role
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
The Value You Deliver
- Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
- Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
The Expertise We’re Looking For
- Series 7 required
- Series 63 preferred (paid training & support provided)
- 2-3 years of previous experience working in the financial services industry
- Strong technological savvy and comfort with learning how to use new tools
The Skills You Bring
- You have a broad-based knowledge and understanding of general financial planning concepts
- Proven customer service, client support and problem resolution skills
- Ability to effectively influence others and use consultative skills to enrich the customer experience
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
The base salary range for this position is $44,000-80,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications
Series 07 - FINRA, Series 63 - FINRA
Category
Customer Service, Relationship Management, Sales
Job Description
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
Client Support Specialist
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri-State area! While you will work from home, you must reside near the Greater Tri-State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
The Purpose of Your Role
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
The Value You Deliver
- Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
- Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
The Expertise We’re Looking For
- Series 7 required
- Series 63 preferred (paid training & support provided)
- 2-3 years of previous experience working in the financial services industry
- Strong technological savvy and comfort with learning how to use new tools
The Skills You Bring
- You have a broad-based knowledge and understanding of general financial planning concepts
- Proven customer service, client support and problem resolution skills
- Ability to effectively influence others and use consultative skills to enrich the customer experience
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
The base salary range for this position is $44,000-80,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications
Series 07 - FINRA, Series 63 - FINRA
Category
Customer Service, Relationship Management, Sales
See All 10 Client Support Specialist Jobs in New York
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Find JobsClient Support Specialist Jobs by City in New York
Where New York roles are concentrated, by current openings.
Client Support 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
- Arch1
- Charles Schwab1
- Empire Automotive1
Top Industries Hiring
- Investment & Asset Management6
- Accounting & Auditing1
- Automotive1
- Fintech1
- Insurance1
What New York Employers Look For
The qualifications that appear most often in client support specialist jobs across New York.
- Bachelor's degree in business, communications, or a related field preferred by most New York employers
- Two or more years of customer-facing or client service experience in a professional environment
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for a multi-stakeholder client environment
- Ability to manage multiple client accounts and competing priorities under deadlines
- Familiarity with financial products, insurance policies, or healthcare systems depending on the industry
Client Support Specialist Jobs in New York: Frequently Asked Questions
How do you become a client support specialist in New York?
Most client support specialist roles in New York require a bachelor's degree in business, communications, or a related field, though some employers accept equivalent experience. New York does not require a state-issued license for general client support work, but roles within regulated industries such as insurance may require a New York State insurance license issued through the Department of Financial Services. Building experience in account coordination, customer service, or administrative support roles is the most common path into the position.
How much do client support specialists make in New York?
Client support 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 support specialists in New York?
Employers hiring client support specialists in New York right now include Deutsche Bank, Fidelity Investments, and Arch, based on current listings on Migrate Mate as of June 2026. New York's concentration of financial institutions, insurance carriers, and enterprise technology firms means demand for this role remains steady throughout the year.
Which New York cities have the most client support specialist jobs?
New York, Lynbrook, and Manhasset have the most client support specialist openings in New York. New York City dominates due to its dense concentration of financial services, healthcare networks, and corporate headquarters, while Buffalo and Albany generate consistent openings through regional insurance operations, state agency contractors, and growing technology employers anchored in those metros.
Are there remote client support specialist jobs in New York?
Yes, and more than most fields. About 30% of client support specialist openings tied to New York are remote or hybrid as of June 2026, reflecting how well the role translates to phone, email, and CRM-based workflows. The functions most commonly performed remotely are inbound account management, onboarding support, and renewal coordination for enterprise clients.
How can I get hired as a client support specialist in New York with little or no experience?
The most realistic entry path is moving into a client support specialist role from an adjacent position such as customer service representative, administrative coordinator, or sales support associate. Large New York employers including JPMorgan Chase and MetLife run structured associate or rotational programs that place candidates without direct experience into client-facing support tracks. Earning a Salesforce Administrator credential or completing a business communications certificate through a CUNY or SUNY program strengthens applications considerably for candidates without prior client support titles.
Where can I find and apply to client support specialist jobs in New York?
You can find and apply to client support specialist jobs in New York on Migrate Mate, which lists current openings across the state. Find roles that fit your experience and location and apply directly through the listings.
See All 10 Client Support 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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