Client Services Associate (Fintech)
Right Executive Search
NEW YORK · $90k–$130k a year · Posted October 23, 2026
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Pay compared with the market
This listing pays about $110,000 a year. Across 29 open client services associate listings that state pay, the middle half runs $57,500 to $80,000 and the median is $72,000. That is 53% above the median, above the middle half of those listings.
Listed pay is what employers advertise, not what people are paid.
Client Services Associate salaries by state · Check your own pay
How AI is used in this kind of work
Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
Skills this job asks for
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About the job
Client Services Associate (Fintech)
New York, NY (Hybrid, minimum of 3 days per week in the local office)
Industry: Financial Technology (Fintech)
Compensation: Base salary of $90,000–$130,000, depending on experience, plus stock options
About the Role
Our client is a growing technology-driven fintech servicing institutional clients seeking an experienced Client Services Associate (CSA) that will support and increasingly take ownership of client relationships throughout their lifecycle, partnering closely with Sales, Legal, Index Production, Product, and Finance on contracting, onboarding, launches, and reporting. This role is ideal for someone who enjoys combining relationship management with execution, and it offers a clear path into client-facing account management within a growing global firm.
Key Responsibilities • Serve as an increasingly independent day-to-day point of contact for assigned client accounts • Build deep knowledge of clients' businesses, stakeholders, projects, and use of the firm's indices • Manage client onboarding from commercial agreement through contracting, implementation, and launch • Draft contracts from established templates and coordinate reviews with Sales, Legal, and other stakeholders • Track project milestones, launches, and deliverables, resolving issues that could delay contracting or launch • Identify relationship risks, additional client needs, and opportunities for expanded engagement • Maintain accurate client, contract, project, and pipeline information in Salesforce • Provide sales operations support, including pipeline reporting, data management, and cross-team coordination • Use AI and other technology to analyze information, build dashboards, develop reports, and generate actionable insights • Contribute to improvements in Client Services processes, reporting, tools, and controls as the business scales