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Assistant Client Service Specialist Jobs (NOW HIRING)

Jambalaya Group

Client Service Specialist

Edmonds, WA · On-site

$31.25 - $38.46/hr

We're Hiring: Client Service Specialist - Edmonds, WA Sage Advisor Group Hybrid (In-Office ... Prepare client meeting materials and assist with meeting preparation * Follow up with clients ...

Addison Group

Client Service Specialist

Peoria, AZ · On-site

$20 - $25/hr

Client Service Specialist Location (city, state): Peoria, AZ Compensation: $20.00 - $25.00 / hour ... Monitor and maintain office supply inventory and assist with ordering as needed. * Provide general ...

Oliver Wyman

Client Service Specialist

Fort Lauderdale, FL · On-site

$16.25 - $21.50/hr

Client Service Specialist Award-winning, inclusive, Top Workplace culture doesn't happen overnight ... assist clients with claims resolution. Our future colleague. We'd love to meet you if your ...

SCS Financial

Client Service Specialist

Andover, MA · On-site

$80K - $87K/yr

Client Service Specialist Focus Partners is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional ...

SCS Financial

Client Service Specialist

Atlanta, GA · On-site

$75K - $80K/yr

Client Service Specialist Focus Partners is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional ...

SCS Financial

Client Service Specialist

Manhattan, NY · On-site

$75K - $90K/yr

Client Service Specialist Focus Partners is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional ...

Jambalaya Group

Client Service Specialist

Edmonds, WA · On-site

$31.25 - $38.46/hr

Client Service Specialist - Edmonds, WA Sage Advisor Group | Hybrid (In-Office Initially ... Prepare client meeting materials and assist with meeting preparation * Follow up with clients ...

SCS Financial

Client Service Specialist

Houston, TX · On-site

$65K - $70K/yr

Client Service Specialist Focus Partners is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional ...

URS Agents, LLC

Client Service Specialist

Duluth, GA · On-site

$35K - $45K/yr

Client Service Specialist An established corporate legal service company, located in Duluth ... Legal Assistant/Paralegal experience * Paralegal Certification a plus COMPENSATION package includes:

Paul Hastings

Client Service Specialist

New York, NY · On-site

$86K/yr

The Client Service Specialist provides administrative client services to both internal and external clients. In this capacity, the Client Service Specialist will: * Maintain a consistent physical ...

Paul Hastings

Client Service Specialist

Manhattan, NY · On-site

$86K/yr

The Client Service Specialist provides administrative client services to both internal and external clients. In this capacity, the Client Service Specialist will: * Maintain a consistent physical ...

Mercer France

Client Service Specialist

Clearwater Beach, FL · On-site

$15.75 - $20.75/hr

Client Service Specialist Award-winning, inclusive, Top Workplace culture doesn't happen overnight ... assist clients with claims resolution. Our future colleague. We'd love to meet you if your ...

Ready 4 Work

CLIENT SERVICE SPECIALIST

Pawling, NY · On-site

$17 - $22.25/hr

Client Service Specialist We are looking for an experienced Client Service Specialist to provide excellent corporate and UCC transactional services for a clientele of legal professionals and direct ...

Jambalaya Group

Client Service Specialist

Tampa, FL · On-site

$26.44 - $29.81/hr

Client Service Specialist Tampa, Florida | Full-Time Position Summary Johnson and Associates, an ... Support the onboarding of new clients. * Assist with client engagement activities, including ...

Rydex Investments

Client Service Specialist

Manhattan, NY · On-site

$110K - $125K/yr

Client Service Specialist Guggenheim Investments is seeking a Client Service Specialist to join the ... * Assist the Senior Client Service Executive as a secondary point of contact for assigned client ...

Jambalaya Group

Client Service Specialist

Northdale, FL · On-site

$26.44 - $29.81/hr

Client Service Specialist Tampa, Florida Full-Time Position Summary Johnson and Associates, an ... Support the onboarding of new clients. * Assist with client engagement activities, including ...

Jambalaya Group

Client Service Specialist

Tampa, FL · On-site

$26.44 - $29.81/hr

Client Service Specialist Tampa, Florida | Full-Time Position Summary Johnson and Associates, an ... Support the onboarding of new clients. * Assist with client engagement activities, including ...

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Assistant Client Service Specialist information

See salary details

$17.5K

$46.6K

$68K

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

As of Sep 14, 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:

What are popular job titles related to Assistant Client Service Specialist jobs?

For Assistant Client Service Specialist jobs, the most frequently searched job titles are:

Assistant Client Service Specialist jobs near you

Client Service Specialist

Edmonds, WA • On-site

Jambalaya Group
See more jobs at Jambalaya Groupexternal

$31.25 - $38.46/hr

Full-time

Medical, Retirement, PTO

Re-posted 10 days ago

Job description

We're Hiring: Client Service Specialist - Edmonds, WA
Sage Advisor Group Hybrid (In-Office Initially) Full-Time
Are you passionate about creating exceptional client experiences and looking for an opportunity to build a long-term career within a growing financial advisory practice? Sage Advisor Group is seeking a Client Service Specialist to join our team in Edmonds, WA.
At Sage Advisor Group, our mission is to build a client-focused practice that allows us to focus on our professional passions, maintain work-life balance, and grow sustainably-independent of any one individual. We are a collaborative, high-integrity team committed to excellence, communication, and delivering an exceptional client experience.
This role is designed for someone who enjoys building relationships, improving processes, and becoming a trusted resource for clients and the team. While this position begins with a focus on client service, there is a clear career path toward expanded responsibilities, industry licensing, and future operational leadership opportunities.
What You'll Do
As a Client Service Specialist, you will serve as a key member of our Service Experience Team and help ensure clients receive a seamless, professional, and personalized experience.
Responsibilities include:
  • Serve as the first point of contact for clients by answering incoming calls and acting as a professional gatekeeper for the practice
  • Create an exceptional client scheduling experience and coordinate meetings efficiently
  • Prepare client meeting materials and assist with meeting preparation
  • Follow up with clients regarding service requests and ensure timely resolution
  • Process simple trades and money movement requests
  • Support account maintenance and client service workflows
  • Maintain accurate documentation and follow established procedures
  • Identify opportunities to improve the client experience and internal processes
  • Collaborate with advisors and team members to support the overall success of the practice

Career Growth & Development
At Sage Advisor Group, this role is not a "sit in a chair and do the same thing forever" position. We believe in developing our team members and providing a clear path for professional growth.
The career path for this position includes progression toward:
Client Service Manager
  • Expanded client relationship responsibilities
  • Increased operational ownership
  • Leadership opportunities within the service experience team

Long-Term Growth Opportunities
  • Financial planning support
  • Operational leadership responsibilities
  • Potential advancement into broader practice management roles

Professional development milestones include:
  • Completion of the Financial Paraplanner Qualified Professional (FPQP) designation
  • Completion of industry licensing requirements, including:
    • SIE
    • Series 7
    • Series 66
    • Insurance licensing

Candidates should be willing to pursue licensing within a one-to-two-year timeframe.
Work Schedule
This position will begin primarily in-office to support training, onboarding, and integration into the practice.
After successful completion of training, there is potential for a hybrid schedule.
Sage values flexibility and believes employees should be present and engaged both at work and at home.
Why Join Sage Advisor Group?
You'll have the opportunity to join a team that values:
  • Client-first service
  • Integrity and accountability
  • Continuous improvement
  • Professional growth
  • Work-life balance
  • Building something sustainable for the future

If you are looking for a role where your work directly impacts clients, your ideas are valued, and your career can grow over time, we would love to meet you.
Equal Opportunity Employer
Sage Advisor Group is an Equal Opportunity Employer and welcomes applicants from all backgrounds.
A background check will be conducted as part of the hiring process. Successful completion is required for employment in accordance with applicable laws.
Requirements
Who We're Looking For
The ideal candidate is someone who:
  • Enjoys working directly with clients and building strong relationships
  • Communicates clearly and professionally, both verbally and in writing
  • Is highly organized, detail-oriented, and committed to excellence
  • Takes ownership of responsibilities and follows through on commitments
  • Enjoys learning, problem-solving, and improving processes
  • Thrives in a collaborative, team-focused environment
  • Demonstrates integrity and professionalism in all interactions
  • Has prior client service experience (financial services experience is a plus but not required)
  • Is interested in building a long-term career within the financial services industry

A bachelor's degree is preferred but not required. We value demonstrated commitment, professionalism, and the ability to learn and grow.
Benefits
Compensation & Benefits
• Compensation: $31.25-$38.46/hourly, depending on experience - non-exempt
• Bonus Opportunity:
  • 10% annual bonus potential
    • 5% based on company goals
    • 5% based on department goals

• Benefits Include:
• Health benefits/HRA
• 401(k)
• Paid time off
• Paid holidays
• Professional development and licensing support
• Clear career advancement opportunities

Apply