Client Services Associate
JCW Group
Westchester County, NY · Posted November 5, 2026
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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.
About the job
...Overview A wealth management firm is seeking a Client Service and Operations Associate to support client service, account administration, and daily operating workflows. You will work closely with the leadership team and be responsible for accurate, timely support across...