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Associate Client Service Representative Jobs (NOW HIRING)

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NewEdge Capital Group LLC

Associate, Client Service

Miami, FL · On-site

$13.75 - $19.25/hr

The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW ...

Aon

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

National Veterinary Associates

$15.75 - $21.25/hr

The Client Service Representatives report to the CSR Supervisor and in her absence, the Hospital Manager. Client Service Representative Job Duties and Responsibilities * Before a Visit

VCA Animal Hospitals

Client Service Representative

Darien, CT · On-site

$16.75 - $22.75/hr

Client Service Representative We are seeking an experienced Client Service Representative to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...

VCA Animal Hospitals

Client Service Representative

Weston, FL

$15.25 - $20.75/hr

Client Service Representative We are seeking an experienced Client Service Representative to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...

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Associate Client Service Representative information

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How much do associate client service representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate client service representative in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

How to get a job as an associate client service representative?

To get a job as an associate client service representative, candidates typically need a high school diploma or equivalent, strong communication and customer service skills, and familiarity with CRM software. Relevant experience in customer support or administrative roles can improve chances, and some employers may require or prefer a bachelor's degree in business or related fields.

What does an associate client service representative do?

An associate client service representative assists clients by addressing inquiries, resolving issues, and providing information about products or services. They often use customer relationship management (CRM) tools and require strong communication skills to ensure client satisfaction and support business retention efforts.

What cities are hiring for Associate Client Service Representative jobs?

Cities with the most Associate Client Service Representative job openings:

What are the most commonly searched types of Client Service Representative jobs?

The most popular types of Client Service Representative jobs are:

What states have the most Associate Client Service Representative jobs?

States with the most job openings for Associate Client Service Representative jobs include:

Associate Client Service Representative jobs near you
Infographic showing various Associate Client Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.

Client Services Associate

Advisor Associate

Los Angeles, CA • On-site

Other

This job post has expired today. Applications are no longer accepted.

Job description

Join Our Team at Advisor Associate — Client Service Associate Position

Location: Encino, CA & Denver, CO | Full-Time | $40,000

Advisor Associate, a full-service financial planning firm located in Encino, California, is seeking a dedicated Client Service Associate to join our growing team. We offer a collaborative and professional work environment where client relationships, integrity, and personalized financial guidance are at the heart of everything we do.

As a Client Service Associate, you’ll be the first point of contact for our valued clients and a key part of our operational team. Your day-to-day will involve supporting advisors, managing account administration, and helping deliver an exceptional client experience.


Whether you are currently licensed or interested in obtaining your Securities Industry Essentials, our firm offers a full-time role that values your expertise. Salary is negotiable based on qualifications and licensing exams. We welcome experienced professionals who are passionate about delivering high-quality service in the financial services industry.


Key Responsibilities:

  • Serve as a primary point of contact for clients, responding to inquiries and ensuring a seamless client experience
  • Support financial advisors with account openings, client onboarding, data entry, transfers, transactions, and ongoing account maintenance
  • Prepare and review client paperwork and reports for meetings and follow-up
  • Liaise with custodians, insurance carriers, and product providers to facilitate client requests
  • Maintain client records in CRM and track service activity to ensure timely completion
  • Contribute to a client-first culture with proactive communication and attention to detail


Required Qualifications:

  • Excellent communication and interpersonal abilities
  • Proficiency with CRM systems and Microsoft Office Suite
  • Strong organizational skills and client-service mindset

 

Preferred Qualifications:

  • Bachelor’s degree in business, Finance, or related field
  • SIE and Series 7 and Series 66 licenses (or willingness to obtain)
  • Insurance licenses - life, health, or variable contracts (or willingness to obtain)
  • CFP® certification or progress toward certification is a plus
  • Prior experience in a financial service, advisory, wealth management firm, or client services industry


Why Advisor Associate?

At Advisor Associate, you’ll find a team that values professionalism, growth, and making a real impact in our clients' financial lives. We offer:

  • Competitive compensation based on experience and licensing
  • Growth opportunity for professional development and advancement
  • Flexible schedule options (full-time preferred)
  • A supportive, team-oriented office environment


Apply Today

If you’re passionate about helping clients achieve their financial goals and want to work in a collaborative and respected advisory firm, we’d love to hear from you.

Please send your resume and a brief cover letter to rdunn@advisorassociate.com

Use subject line: Client Service Associate Application – [Your Name]

Apply