Client Service Associate

redShift • New York, NY

16h • $20 - $24 • Onsite

About The Position

A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. This role blends administrative support with client-facing responsibilities and offers strong training, professional development, and long-term growth opportunities. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations. While this role may be based near the front of the office, it is not a receptionist position and involves meaningful operational and client support work.

Requirements

• Highly organized, detail-oriented, and professional demeanor
• Strong numerical aptitude with excellent accuracy
• Prior administrative or client support experience preferred
• Proficiency with Microsoft Office, especially Excel and PDF tools
• Ability to learn financial services software and processes
• Stable work history and strong reliability required
• Willingness to work onsite in a New York City office daily

Nice To Haves

• Bachelor's degree preferred but not required
• Financial services experience or investment licenses are a plus

Responsibilities

• Provide administrative and client service support to wealth management professionals
• Greet clients and visitors in a professional, welcoming manner
• Prepare, review, and process documentation with a high level of accuracy
• Manage emails, scheduling, and internal coordination for assigned teams
• Support data entry, reporting, and document management using financial systems
• Assist with ongoing client service requests and follow-up activities
• Learn and utilize financial software platforms; training provided
• Support day-to-day office operations as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed