Hybrid Client Services Associate — Onboarding & Reporting (Contract)

Corps Team; New York (NY); Hybrid; USD 52,000 - 68,000; Full time

Job summary

Our client, a leading financial services firm in New York, seeks a Client Service Associate for a 12-month hybrid contract. The role supports onboarding new client accounts, delivers client reports, and partners with Global Client Group to service Institutional and High Net Worth clients.

Supervised, you will collaborate across teams to ensure a superior client experience. Responsibilities include coordinating client transitions, account maintenance, responding to inquiries, managing cash flow

Qualifications

• University degree preferred.
• 1–3 years of client service experience.
• Strong communication and teamwork.

Responsibilities

• Coordinate client transitions (onboarding/off-boarding) with partners.
• Support account maintenance (name changes, fees, agreements).
• Assist in meeting client obligations and respond to inquiries.
• Prepare client reports and presentations.
• Maintain client contacts in the CRM system.
• Assist in due diligence and client questionnaires.
• Identify issues affecting the client experience and help resolve them.

Skills

Client service

CRM

Onboarding

Reporting

Communication

Education

Bachelor's degree

Tools

CRM software

Job description

Our client, a leading financial services firm in New York, seeks a Client Service Associate for a 12-month hybrid contract. The role supports onboarding new client accounts, delivers client reports, and partners with Global Client Group to service Institutional and High Net Worth clients.

Supervised, you will collaborate across teams to ensure a superior client experience. Responsibilities include coordinating client transitions, account maintenance, responding to inquiries, managing cash flow