Client Service Associate

Corps Team

New York (NY)

On-site

USD 38,000 - 41,000

Full time

5 days ago
Be an early applicant
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Corps Team in New York, NY is seeking a Contract Client Service Associate to support onboarding, client reporting, and account maintenance. The role collaborates with Global Client Group teams to service institutional and high net worth clients and ensure an outstanding client experience.

Under supervision, you will handle client communications, assist with account updates, and help prepare weekly, monthly, and quarterly client materials while coordinating with business partners across the

Qualifications

  • University degree preferred.
  • No experience required.

Responsibilities

  • Assist in coordinating client transitions activity (onboarding/offboarding) with Nuveen business partners.
  • Support account maintenance activities (amendments to name, fee schedules, benchmarks, client agreements).
  • Assist team members to ensure ongoing client contractual obligations are met.
  • Support ad-hoc client inquiries and requests.
  • Prepare weekly, monthly and quarterly client reports and presentations.

Education

University degree preferred

Job description

## Client Service AssociatePosted: 10/02/2026Employment Type:ContractIndustry:Job Number: 18109Field of Expertise: Customer SupportRemote Friendly: No## Job DescriptionOur client, a large financial services company, is seeking a Client Service Associate for a contract assignment in New York, New York.The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.**Key Responsibilities and Duties*** Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners* Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)* Assist team members to ensure ongoing client contractual obligations are being met* Support the fulfillment of ad-hoc client inquiries and requests* Facilitate and oversee client cash flow requests to ensure proper handling* Help manage client communications to ensure timely and proactive updates are provided* Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs* Update and maintain client and authorized third party contact information via CRM application* Support client meeting preparation by facilitating creation of materials* Help identify, escalate and resolve problems for any issues affecting the client experience* Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service* Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients* Supports the completion of due diligence and client questionnaires**Requirements*** University degree preferred* No Experience RequiredPay Rate- $27.41- $29.41/hour## Meet Your Recruiter## Senior Recruiting ConsultantDanielle joins Corps Team as a Senior Recruiting Consultant with over 20 years of Human Resource and Recruiting experience both on the staffing side and the corporate side. Danielle has experience managing the full recruitment lifecycle and developing efficient procedures to identify high-quality candidates. She has recruited for all levels in the organization and across multiple industries including technology, software, consulting, finance, and medical technologies.Danielle is passionate about building strong relationships with her clients and matching high-caliber candidates to their open positions. Danielle is a member of SHRM and is a certified trainer in behavioral-based interviewing. She holds a Bachelor's degree from William Paterson University in Elementary Education and a Master's degree from Fordham University in Human Resources Education.Corps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.### Apply Now:-### Share This Job:to save this search and get notified of similar positions.
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Client Services Associate
Client Services Associate

Corps Team • Chicago (IL)

On-site
USD 45,000 - 65,000
Client Associate
Client Associate

Neuberger Berman • New York (NY)

On-site
USD 85,000 - 120,000
Client Experience Coordinator - Jacksonville, FL
Client Experience Coordinator - Jacksonville, FL

Advisor Talent Solutions • Jacksonville (FL)

On-site
USD 50,000 - 55,000
Health
Dental
401(k)
+1
Client Account Specialist - Financial Services
Client Account Specialist - Financial Services

Confidential • United States

On-site
USD 42,000 - 50,000
Client Service Associate
Client Service Associate

Cary Street Partners • Morristown (NJ)

On-site
USD 75,000 - 85,000
Administrative Coordinator
Administrative Coordinator

Neuberger Berman • Northern (KY), New York (NY)

On-site
USD 85,000 - 125,000
Paid time off
Medical/Dental/Vision insurance
Retirement plan
+1
Service Client Specialist to the Managing Partner 94730
Service Client Specialist to the Managing Partner 94730

New-York-Life • Melville (NY)

On-site
USD 65,000 - 80,000
Paid Vacation
Health Care
401K match
+4
Client Service Associate
Client Service Associate

Focus Partners Wealth • Stamford (CT)

Hybrid
USD 62,000 - 67,000
Medical insurance
Dental insurance
Vision insurance
+2
Senior Client Service and Operations Associate
Senior Client Service and Operations Associate

Confidential Jobs • Town/Village of Harrison (NY)

On-site
USD 120,000 - 130,000
Medical, dental, and vision insurance starting on day one
Paid parental leave
Flexible PTO plan
+3
Client Service Associate - Financial Services
Client Service Associate - Financial Services

TalentLink Solutions • Hackensack (NJ)

On-site
USD 45,000 - 60,000