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Assistant Client Service Specialist Jobs (NOW HIRING)

Unico Group Inc

Client Service Specialist

Lincoln, NE · On-site

$15 - $19.75/hr

The Client Service Specialist supports the organization's Client Managers through a wide variety of ... Responsibilities * Assist Client Managers and Advisors with the facilitation of day-to-day tasks ...

Kendall Bank

Client Service Specialist

Overland Park, KS · On-site

$16 - $21.25/hr

The position will assist clients by answering questions, processing transactions, opening new accounts, and cross-selling services. The Client Service Specialist will also assist treasury management ...

Kendall Bank

Client Service Specialist

Nortonville, KS · On-site

$15.75 - $20.75/hr

The position will assist clients by answering questions, processing transactions, opening new accounts, and cross-selling services. The Client Service Specialist will also assist treasury management ...

Kendall Bank

Client Service Specialist

Nortonville, KS · On-site

$15.75 - $20.75/hr

The position will assist clients by answering questions, processing transactions, opening new accounts, and cross-selling services. The Client Service Specialist will also assist treasury management ...

Happy Paws

Client Service Specialist

Manhattan, NY · On-site

$18.75 - $24.75/hr

As a Client Services Specialist, you will be responsible for managing and maintaining relationships ... a timely manner Assist clients on retail floor Interacting with clients and their dogs ...

Advisor Group

Client Service Specialist

Sun City Center, FL · On-site

$15.50 - $20.50/hr

Current Employees and Contractors Apply Here Osaic Careers Client Service Specialist The Client ... Greet and assist clients, prospective clients, and visitors in a professional and welcoming manner.

Osaic

Client Service Specialist

Sun City Center, FL

$13.75 - $18.25/hr

Current Employees and Contractors Apply HereOsaic Careers Client Service Specialist The Client ... Greet and assist clients, prospective clients, and visitors in a professional and welcoming manner.

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Assistant Client Service Specialist information

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$17.5K

$46.6K

$68K

How much do assistant client service specialist jobs pay per year?

As of Aug 18, 2026, the average yearly pay for assistant client service specialist in the United States is $46,554.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,000.00 and $57,000.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Client Service Specialist vs Customer Service Representative?

AspectAssistant Client Service SpecialistCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer associate degreeHigh school diploma typically sufficient
Work EnvironmentFinancial institutions, corporate offices, client-facing settingsRetail, call centers, service desks
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, telecommunications, hospitality
Common Search & ComparisonOften compared for client interaction roles with specialized knowledgeGeneral customer support roles

The Assistant Client Service Specialist and Customer Service Representative roles both involve client interaction, but the specialist typically works in financial or professional settings with more specialized knowledge, while the representative often handles general customer inquiries in retail or service industries. The specialist role may require additional certifications or industry-specific training, making it more focused on client management within a professional context.

How to become an Assistant Client Service Specialist?

To become an Assistant Client Service Specialist, candidates typically need a high school diploma or equivalent, strong communication and customer service skills, and experience with office software. Relevant certifications or training in customer service or administrative support can enhance prospects, and some roles may require prior experience in client-facing roles.

What cities are hiring for Assistant Client Service Specialist jobs?

Cities with the most Assistant Client Service Specialist job openings:

What states have the most Assistant Client Service Specialist jobs?

States with the most job openings for Assistant Client Service Specialist jobs include:

Assistant Client Service Specialist jobs near you

Assistant Client Service Specialist- Commercial Lines

MARSHALL+STERLING

Poughkeepsie, NY • On-site

$37K - $42K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Why Join Marshall+Sterling?

As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do.

Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.

At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role will be based out of Marshall+Sterling’s Poughkeepsie Office

We’re hiring for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities include supporting client communications, coordinating administrative tasks, and help ensure an exceptional client experience.

  • This role requires the ability to communicate professionally in both English and Spanish to support our clients and internal teams. 
  • Be a welcoming voice for incoming calls and offer hands-on support with tasks like quoting policies, ordering MVRs, and processing documents.
  • Support Client Service Specialists by assisting with customer requests and maintaining smooth operations behind the scenes.
  • Issue proof of insurance and request loss runs to support our clients’ coverage needs.
  • Document all client and carrier communications regarding coverages and exposures in the management system.
  • Follow workflow procedures, adhere to agency guidelines, and promptly report any actual or potential E&O claims.
  • Maintain required professional accreditations and participate in continuing education programs when available.
  • Perform other duties and projects as assigned.
  • Proficiency with AI tools, task management systems, and Microsoft Office.
  • Experience with AMS360 is a plus
  • Prior experience in insurance; commercial insurance is a plus.
  • Brings a positive attitude and works well with fellow employee owners, leaders, and others inside and outside the company.
  • Highly organized and detail-oriented.

Total Rewards Package:

Compensation: $37,500 - $42,500, based on experience, education, and work location.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program

As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable:

  • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.
  • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.
  • No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.

For more information on our culture and benefits, please visit us at : Careers | Marshall+Sterling

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