Customer Solutions Specialist Jobs in New York
Customer Solutions Specialist jobs in New York are among the most active in the country, concentrated in financial services, healthcare technology, enterprise software, and telecommunications across one of the world's most competitive business markets, with openings at every level from entry-level support associate through senior client success manager. Most hiring clusters in New York City, Buffalo, and Albany, where employers like JPMorgan Chase, IBM, and Verizon maintain large customer-facing operations and consistently recruit for these roles. Demand is strongest in SaaS account management, B2B client onboarding, and financial services support. Find a role that fits below and apply directly.
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Showing 5 of 11+ Customer Solutions Specialist jobs
INTRODUCTION
Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets.
Within the Bloomberg Financial Solutions vertical, Bloomberg Index Solutions Limited (BISL) offers a diverse range of fixed income, commodity, currency and equity indices. With extensive asset coverage, a strong history of innovation, and objective and transparent rules, Bloomberg indices are widely used as a source for portfolio construction and performance comparison. We offer an array of services to clients interested in custom index development, investable index products designed to offer access to systematic strategies, index administration and calculation agent services.
Bloomberg indices are driven by the same trusted reference data, pricing and analytical calculations that are used throughout the investment process.
ROLE AND RESPONSIBILITIES
We’re looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloomberg’s equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equities—particularly in the asset management or index provider space.
You’ll act as a key partner to our index sales and relationship teams, using your expertise to translate complex index methodologies into actionable insights for institutional clients. Your contributions will span everything from backtesting and strategic advisory to market development and client engagement.
You'll be at the forefront of Bloomberg’s expanding equity index business, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. This is an opportunity to blend technical depth, commercial savvy, and industry influence in a role with real impact.
We’ll trust you to:
- Lead client engagement by delivering impactful presentations, running custom backtests, and articulating index methodologies clearly to investment professionals.
- Drive commercial outcomes by identifying opportunities to grow market share across traditional, ESG, factor-based, and custom equity indices.
- Support strategic product development by feeding client insights back to product, research, and engineering teams.
- Strengthen market visibility of Bloomberg's equity index capabilities through external meetings, thought leadership, and go-to-market initiatives.
- Build lasting partnerships with key clients at asset managers, pension funds, and other institutional investors.
- Contribute to strategic planning, including market sizing, competitive analysis, and post-launch product growth.
BASIC QUALIFICATIONS
You’ll need to have:
- 7+ years of experience in the equity space; this could be equity research, portfolio management, index strategy, or institutional sales
- A strong grasp of equity index construction, methodologies, and their role in portfolio design
- A proven track record in business development, client advisory, or revenue generation
- Excellent presentation and interpersonal skills with the ability to simplify technical concepts
- Commercial drive with the ability to manage pipelines and meet ambitious growth targets
- CFA or equivalent is an advantage
- High-level proficiency in data analysis; experience with backtesting or index analytics tools is a plus
- Willingness to travel and engage with clients across regions
- Fluency in English; additional languages are a bonus
COMPENSATION
- Salary Range: 155,000 - 180,000 USD Annual + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) + match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
ACCOMMODATIONS
Bloomberg provides reasonable adjustment/accommodation to individuals with disabilities. Please tell us if you require a reasonable adjustment/accommodation to apply for a job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process or work procedures, providing documents in an alternate format or using specialized equipment. To request an adjustment/accommodation to apply for a job, please email AMER_recruit@bloomberg.net (Americas), EMEA_recruit@bloomberg.net (Europe, the Middle East and Africa), or APAC_recruit@bloomberg.net (Asia-Pacific), based on the region you are submitting an application for. We may share your information with a third party provider of accommodations services who may use this information to reach out to you for the purposes of accommodating your application.
EQUAL OPPORTUNITY
Bloomberg is an equal opportunity employer and prohibits discrimination in employment. It is Bloomberg’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, self-identified or perceived sex, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy, childbirth or related medical conditions, or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a “Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics.
INTRODUCTION
Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets.
Within the Bloomberg Financial Solutions vertical, Bloomberg Index Solutions Limited (BISL) offers a diverse range of fixed income, commodity, currency and equity indices. With extensive asset coverage, a strong history of innovation, and objective and transparent rules, Bloomberg indices are widely used as a source for portfolio construction and performance comparison. We offer an array of services to clients interested in custom index development, investable index products designed to offer access to systematic strategies, index administration and calculation agent services.
Bloomberg indices are driven by the same trusted reference data, pricing and analytical calculations that are used throughout the investment process.
ROLE AND RESPONSIBILITIES
We’re looking for a client-facing Equity Index Solutions Specialist to help drive the growth and adoption of Bloomberg’s equity index offerings. This is a highly technical and commercially focused role, ideal for professionals with deep experience in equities—particularly in the asset management or index provider space.
You’ll act as a key partner to our index sales and relationship teams, using your expertise to translate complex index methodologies into actionable insights for institutional clients. Your contributions will span everything from backtesting and strategic advisory to market development and client engagement.
You'll be at the forefront of Bloomberg’s expanding equity index business, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. This is an opportunity to blend technical depth, commercial savvy, and industry influence in a role with real impact.
We’ll trust you to:
- Lead client engagement by delivering impactful presentations, running custom backtests, and articulating index methodologies clearly to investment professionals.
- Drive commercial outcomes by identifying opportunities to grow market share across traditional, ESG, factor-based, and custom equity indices.
- Support strategic product development by feeding client insights back to product, research, and engineering teams.
- Strengthen market visibility of Bloomberg's equity index capabilities through external meetings, thought leadership, and go-to-market initiatives.
- Build lasting partnerships with key clients at asset managers, pension funds, and other institutional investors.
- Contribute to strategic planning, including market sizing, competitive analysis, and post-launch product growth.
BASIC QUALIFICATIONS
You’ll need to have:
- 7+ years of experience in the equity space; this could be equity research, portfolio management, index strategy, or institutional sales
- A strong grasp of equity index construction, methodologies, and their role in portfolio design
- A proven track record in business development, client advisory, or revenue generation
- Excellent presentation and interpersonal skills with the ability to simplify technical concepts
- Commercial drive with the ability to manage pipelines and meet ambitious growth targets
- CFA or equivalent is an advantage
- High-level proficiency in data analysis; experience with backtesting or index analytics tools is a plus
- Willingness to travel and engage with clients across regions
- Fluency in English; additional languages are a bonus
COMPENSATION
- Salary Range: 155,000 - 180,000 USD Annual + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) + match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
ACCOMMODATIONS
Bloomberg provides reasonable adjustment/accommodation to individuals with disabilities. Please tell us if you require a reasonable adjustment/accommodation to apply for a job. Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process or work procedures, providing documents in an alternate format or using specialized equipment. To request an adjustment/accommodation to apply for a job, please email AMER_recruit@bloomberg.net (Americas), EMEA_recruit@bloomberg.net (Europe, the Middle East and Africa), or APAC_recruit@bloomberg.net (Asia-Pacific), based on the region you are submitting an application for. We may share your information with a third party provider of accommodations services who may use this information to reach out to you for the purposes of accommodating your application.
EQUAL OPPORTUNITY
Bloomberg is an equal opportunity employer and prohibits discrimination in employment. It is Bloomberg’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, self-identified or perceived sex, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy, childbirth or related medical conditions, or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (each, a “Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics.
See All 11 Customer Solutions Specialist Jobs in New York
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Find JobsCustomer Solutions Specialist Jobs by City in New York
Where New York roles are concentrated, by current openings.
Customer Solutions Specialist Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- United Nations Federal Credit Union2
- ABM Industries1
- Bloomberg1
- Deutsche Bank1
- Medidata Solutions1
Top Industries Hiring
- Banking & Financial Services4
- Technology & Software3
- Consulting & Professional Services1
- Insurance1
- Investment & Asset Management1
What New York Employers Look For
The qualifications that appear most often in customer solutions 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 experience in a professional or corporate environment
- Proficiency with CRM platforms such as Salesforce or HubSpot for managing client accounts
- Strong written and verbal communication skills tailored to business or enterprise client interactions
- Ability to troubleshoot product or service issues and coordinate resolution across internal teams
- Experience with data reporting tools or ticketing systems such as Zendesk or ServiceNow
Customer Solutions Specialist Jobs in New York: Frequently Asked Questions
How do you become a customer solutions specialist in New York?
Customer solutions specialist roles in New York do not require a state-issued license or registration, so entry is based on education and experience. Most employers prefer a bachelor's degree in business, communications, or a related field, though some large New York firms in financial services and healthcare technology will consider candidates with an associate degree plus relevant work history. Building familiarity with enterprise CRM systems and completing vendor certifications, such as Salesforce Administrator credentials, strengthens a New York application considerably.
How much do customer solutions specialists make in New York?
Customer solutions 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 customer solutions specialists in New York?
Employers hiring customer solutions specialists in New York right now include United Nations Federal Credit Union, ABM Industries, and Bloomberg, based on current listings on Migrate Mate as of June 2026. New York's concentration of financial institutions, insurance carriers, and enterprise tech firms means demand for the role stays consistent year-round across the state.
Which New York cities have the most customer solutions specialist jobs?
New York, Long Island City, and Long Island have the most customer solutions specialist openings in New York. New York City dominates because of its dense concentration of financial services firms, media companies, and enterprise technology offices, while Buffalo and Albany draw hiring from regional healthcare networks, state government contractors, and insurance carriers that maintain large customer operations outside the metro.
Are there remote customer solutions specialist jobs in New York?
Yes, and more than most fields, since customer solutions work is largely desk-based and communication-driven. About 36% of customer solutions specialist openings tied to New York are remote or hybrid as of June 2026, reflecting how readily the role translates to distributed teams. Account management and SaaS client success positions are the most likely to offer fully remote or flexible arrangements.
How can I get hired as a customer solutions specialist in New York with little or no experience?
The most realistic entry path is through a customer support associate or client services coordinator role at a New York-based firm, then moving into a specialist title after demonstrating client management ability. Large New York employers in financial services and enterprise software, including banks, insurance carriers, and SaaS companies headquartered in Manhattan or its surrounding suburbs, frequently hire recent graduates into rotational associate programs. Completing a Salesforce or HubSpot certification before applying gives candidates without direct experience a concrete edge.
Where can I find and apply to customer solutions specialist jobs in New York?
You can find and apply to customer solutions specialist jobs in New York on Migrate Mate, which lists current openings across the state. Search the available roles, find ones that match your background and location, and apply directly to the employers posting them.
See All 11 Customer Solutions Specialist Jobs in New York
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