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Account Service Associate Jobs (NOW HIRING)

Baybank

Account Service Representative

Gladstone, MI · On-site

Account Services Representative Location: Gladstone, MI Reports To: BSA & Operations Officer ... High school diploma or equivalent required; associate's or bachelor's degree in finance, business ...

Farmers National

Account Services Associate

Niles, OH · On-site

Minimum of one (1) year of customer service and phone skills experience * Work experience with FISERV Premier, new account set up and documentation, Deposit Account maintenance, IRA, and IOLTA E ...

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How much do account service associate jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for account service associate in the United States is $22.07, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $25.00 per hour, depending on experience, location, and employer.

What is the work of account associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, resolving issues, and maintaining positive relationships. They often use customer relationship management (CRM) tools and require strong communication skills to ensure client satisfaction and retention.

What is the job description of a service associate?

An Account Service Associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills. The role typically involves working in a team environment and may require familiarity with industry-specific regulations or certifications.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.

What job makes $10,000 a month without a degree?

An Account Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level without a degree often include sales, real estate, or entrepreneurship, but they usually require strong communication skills, industry knowledge, and a proven track record. Most jobs with such high earnings are performance-based and may involve commissions or bonuses.
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Account Service Associate jobs near you
Account Services Associate

Account Services Associate

Beacon Pointe Advisors

Scottsdale, AZ • On-site

Other

Posted 9 days ago

Job description

Job Description

Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The Account Services Associate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities

  • Prepare client account paperwork, submit to custodians and follow-up to confirm completion.
  • Quality control of submitted requests and account set up in Tamarac AdvisorView following firm procedures.
  • Execute account maintenance tasks such as, account terminations and other special requests as directed.
  • Review custodian alerts, document in applicable systems and follow-up as needed to resolve.
  • Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc.
  • Research and respond to routine-to-complex inquires within defined service level commitments.
  • Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies.
  • Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac AdvisorView).
  • Partner with internal teams to document, review and update firm policies & procedures.
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.

Qualifications

  • Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred).
  • 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
  • Excellent interpersonal and verbal/written skills.
  • Self-starter with a proven ability to work in a fast-paced, evolving work environment.
  • Proficiency with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.
  • Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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