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Client Service Assistant Jobs (NOW HIRING)

Baldwin Legacy

Client Service Assistant

Savannah, GA

$57K - $67K/yr

Client Service Assistant will perform customer interaction tasks to support a sales team for new customer onboarding. Candidates with great interpersonal skills and enjoy working in a fast pace ...

Baldwin Legacy

Client Service Assistant

Savannah, GA · On-site

$57K - $67K/yr

Client Service Assistant will perform customer interaction tasks to support a sales team for new customer onboarding. Candidates with great interpersonal skills and enjoy working in a fast pace ...

Grandview Partners

Client Service Assistant

Westwood, MA · On-site

$16.75 - $22.25/hr

... client service requests, and fulfilling administrative tasks. Principal Responsibilities • Assist in gathering and preparing paperwork for clients' as it relates to, opening new accounts, asset ...

Synthetic Resources

Client Service Assistant

Renton, WA · On-site

$23/hr

We need an account executive assistant to join our awesome team and support our account executives ... Strong customer service skills focused on relationship development * Negotiation and problem ...

Focus South

Client Service Assistant

Atlanta, GA · On-site

$49K - $59K/yr

... client relationships. The onboarding process includes account set-up and system configuration ... services, and integrated solutions Generating new qualified leads by conducting research to ...

Focus South

Client Service Assistant

Atlanta, GA · On-site

$49K - $59K/yr

... client relationships. The onboarding process includes account set-up and system configuration ... services, and integrated solutions • Generating new qualified leads by conducting research to ...

My Retirement Store

Be Seen First

Administration Assistant / Client Service Assistant

Riverchase, AL · On-site

$14 - $18/hr

Administrative Assistant / Client Service Assistant My Retirement Store - Birmingham/Hoover, Alabama Full-Time | Monday-Friday | In Office About My Retirement Store My Retirement Store is a growing ...

The RealReal

Assistant Manager, Client Service

Phoenix, AZ · On-site

$59K - $76K/yr

The Client Service Assistant Manager will focus on implementing and assisting with best practices while they introduce and enforce our Standards of Excellence. This role will report to the Client ...

Global Channel Management

Client Service Assoc

Chicago, IL · On-site

$15 - $20.50/hr

Client service rep * CRM Client Service Assoc duties: * Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners

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How much do client service assistant jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for client service assistant in the United States is $16.93, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

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Client Service Assistant jobs near you
Infographic showing various Client Service Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $35,224 per year, or $16.9 per hour.

Client Service Assistant

Phoenix, AZ • On-site

Desert Financial Credit Union
Finance and Insurance • 1 - 5K employees
Learn more about Desert Financial Credit Unionexternal

$16.25 - $22.25/hr

Full-time

Posted 23 days ago

Desert Financial Credit Union rating

7.5

Company rating: 7.5 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

The Client Service Assistant (CSA) provides support to Financial Advisors and the Wealth Management program to build new and maintain existing client relationships and support the program in reaching our sales and service goals. The CSA is principally responsible for providing administrative, operational and client service support to one or more Financial Advisors. Other responsibilities include directly assisting with client service/requests, general operational/administrative support, researching questions/issues, processing paperwork, calendar management, client/prospect meeting and event support, maintaining records and notes, communication with clients, internal business partners and external vendors/business partners, answering incoming phone calls on our main phone line and making outbound calls to clients/prospects. Compliance and adherence to all internal and business partner policies and regulations with all governing oversight authorities (i.e. FINRA, SEC, NCUA, AZDOI, etc.) is extremely important in this position.

What you will do here:

Administrative and Operational Support: support the program and one or more Financial Advisors with various administrative and operational tasks such as processing paperwork, assisting with operational tasks for client accounts and transactions, system data entry, CRM updates and documentation, researching questions/issues with or providing assistance to internal and external business and product partners, etc.

Client/Prospect Sales and Service Support: support the program and one or more Financial Advisors with various client/prospect administrative and operational tasks such as client/prospect meeting preparation, client/prospect event preparation, referral management, calendar and appointment management, assist with maintaining consistent client/prospect sales and service communication, etc.

Inbound/Outbound Call Support: field incoming calls to the main phone line for the Wealth Management program and making outbound sales/service calls.

Professional Development: Client Service Assistants are expected to obtain securities licensure within three years. Upon successful licensure, associates advance to the Registered Service Assistant designation, gaining authority to place and execute trades on behalf of assigned Financial Advisors.

Perform other job-related duties as assigned.

What you will need:

High School Diploma or GED required.

2+ years of Banking, Investment Banking, or Wealth Management experience required.

2+ years of Customer Service experience required.

Strong listening, interpersonal, written and oral communication skills required.

Strong customer service skills, professionalism and ability to handle difficult situations required.

Strong attention to detail and organizational skills required.

Ability to effectively prioritize and execute tasks while under pressure required.

Strong team commitment; ability to work effectively independently and in various team environments required.

Basic understanding of investment and insurance products preferred.

Series 7 - General Securities Representative required to obtain within 2 years required.

Series 66 or Series 63 & Series 65; required to obtain within 2 years required.

AZ Life/Health Insurance License; required to obtain within 1 year required.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.

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