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Client Service Representative in New York, NY

Client Service Representative job description

Client service representatives should have experience working with financial instruments and proficiency in Microsoft Office tools and database technology. Candidates must be strong communicators with proven customer service skills. A bachelor’s degree in finance or business is required. Many firms look for candidates with at least one year of experience working in the financial services industry.

Typical client service representative duties: include:

Resolving client service issues thoroughly and courteously Helping clients with deposits and withdrawals, transfers, and other account activity Informing clients about product availability and attributes Helping to develop client service systems, policies, and procedures Coordinating with other customer service divisions to drive client satisfaction

Looking for a client service representative or a client service representative job?

Request candidates now and a specialized recruiter will typically contact you within one business day to discuss your staffing needs and help you hire a client service representative.Search client service representative openings and apply now or submit your resume to be considered for opportunities that match your experience.

Salary for Client Service Representative in New York, NY

77805 - 144690

Low
77805
The candidate is new to the role or has limited experience and is still developing core skills.
Mid
112613
The candidate has moderate experience in the role or one similar, meets most requirements and may hold transferable skills or relevant certifications.
High
144690
The candidate has extensive experience in the role, demonstrates advanced skills and often brings specialized certifications or industry experience.

Projected salaries for related positions

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The salary benchmarks in the Salary Guide From Robert Half are the result of a rigorous, multistep process designed to reflect projected market trends for 2027. They are based on actual compensation for professionals Robert Half has placed nationwide, along with third-party job posting data from Textkernel that we use for independent validation. Learn more about our methodology.
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