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Account Services Associate Jobs (NOW HIRING)

TriOptus LLC

Account Services Associate II

Boston, MA · On-site

May mentor and guide more junior Account Services Specialists and/or proactively assist in production issues and questions. * Maintains up-to-date procedure manuals and writes drafts for changes to ...

ultimus

AVP, Account Services

Columbus, OH

SUMMARY The Manager, Account Services oversees the Transfer Agent Operations Team, interacting ... Manages associates within department including, but not limited to, hiring, training, and ...

TIAA

Managed Account Services Consultant

Dallas, TX · On-site

$32.16 - $45.43/hr

Managed Account Services Consultant The Managed Account Services Consultant provides high-level ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Managed Account Services Consultant

Dallas, TX

$32.16 - $45.43/hr

Managed Account Services Consultant The Managed Account Services Consultant provides high-level ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Managed Account Services Consultant

Charlotte, NC

$32.16 - $45.43/hr

Managed Account Services Consultant The Managed Account Services Consultant provides high-level ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Managed Account Services Consultant

Charlotte, NC · On-site

$32.16 - $45.43/hr

Managed Account Services Consultant The Managed Account Services Consultant provides high-level ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Managed Account Services Consultant

Frisco, TX · On-site

$32.16 - $45.43/hr

Managed Account Services Consultant The Managed Account Services Consultant provides high-level ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Account Services Associate information

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How much do account services associate jobs pay per hour?

As of Jul 20, 2026, the average hourly pay for account services 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.

How does an Account Services Associate typically collaborate with other departments to support client needs?

As an Account Services Associate, you'll frequently work with teams such as sales, marketing, and customer support to ensure client requests are addressed efficiently. You may coordinate with the sales team to clarify client requirements, relay feedback to product or service teams, and work with billing or finance for account-related inquiries. Effective communication and organization are key, as you'll often act as a liaison to help resolve issues and ensure a seamless client experience. This collaborative environment helps you build a broad understanding of company operations while contributing directly to client satisfaction.

What are the key skills and qualifications needed to thrive as an Account Services Associate, and why are they important?

To thrive as an Account Services Associate, you need strong customer service skills, attention to detail, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Excellent interpersonal skills, problem-solving abilities, and the capacity to manage multiple tasks efficiently help professionals stand out in this role. These skills ensure effective client support, accurate account management, and contribute to overall customer satisfaction and retention.

What does an Account Services Associate do?

An Account Services Associate typically supports client accounts within a company, assisting with tasks such as managing client inquiries, processing account requests, maintaining accurate records, and coordinating with internal teams to ensure client satisfaction. They play a key role in resolving issues, updating account information, and facilitating communication between clients and the business. This position often requires strong organizational, communication, and problem-solving skills to meet client needs efficiently.

What does an account associate do?

An account services associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, troubleshoot issues, and use customer relationship management (CRM) tools to maintain accurate records and foster positive client relationships.

What is the role of an accounting services associate?

An accounting services associate is responsible for supporting financial record-keeping, processing transactions, and assisting with account reconciliations. They often use accounting software and require attention to detail to ensure accuracy in financial data management.

What is an account service associate?

An account services associate is a professional responsible for managing client accounts, providing support, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to handle client needs effectively.

What are the duties of an account associate?

An account services associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring client satisfaction. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to maintain positive client relationships and support sales or service goals.
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Account Services Associate jobs near you
Infographic showing various Account Services Associate job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $45,916 per year, or $22.1 per hour.
Account Services Associate

Account Services Associate

Beacon Pointe Advisors LLC

Scottsdale, AZ • On-site

$60K - $75K/yr

Full-time

Posted yesterday

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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