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Client Service Associate Jobs (NOW HIRING)

Boutique Recruiting

Client Service Associate

Bellevue, WA · On-site

$60K - $75K/yr

Client Service Associate The Client Service Associate plays a pivotal role in supporting advisors by ensuring a seamless client experience. This position requires a proactive individual who is ...

Global Channel Management

Client Service Assoc

Chicago, IL · On-site

$15 - $20.50/hr

About the job Client Service Assoc Client Service Assoc needs 4+ years experience Client Service Assoc requires: * Customer service * Client service rep * CRM Client Service Assoc duties: * Assist in ...

Boutique Recruiting

Client Service Associate

Wilmington, DE · On-site

$85K - $100K/yr

Client Service Associate The Client Service Associate position is essential for delivering exceptional support to high-net-worth clients and their families. This role requires a driven individual who ...

Kestra Financial

Client Service Associate

Raleigh, NC

$14 - $19.50/hr

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep ...

Boutique Recruiting

Client Service Associate

Wayland, MA · On-site

$70K - $85K/yr

Hybrid A boutique financial advisory firm based in Wayland, MA is hiring a detail-oriented licensed Client Service Associate to support high-touch client service operations. This hybrid role offers ...

Boutique Recruiting

Client Service Associate

Bozeman, MT · On-site

$50K - $57K/yr

Client Service Associate This role is essential for supporting a financial advisor and ensuring a high level of client service. The position involves interacting with clients, managing operational ...

The Right Click, Inc.

Client Service Associate

Darien, CT

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with ...

redShift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

Innovia Wealth

Client Service Associate

Grand Rapids, MI

$13.50 - $18.50/hr

Client Service Associates ensure our clients feel cared for, respected and confident at every interaction. Along with facilitating transactions, our Client Service Associates are continually building ...

redShift

Client Service Associate

Manhattan, NY

$22 - $25/hr

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

Ascendo

Client Service Associate

Miami, FL

$13.75 - $19.25/hr

Client Service Associate (CSA) - Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client Service Associate (CSA) to support advisors and deliver a high ...

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How much do client service associate jobs pay per hour?

As of May 29, 2026, the average hourly pay for client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

What jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

More about Client Service Associate jobs
What cities are hiring for Client Service Associate jobs? Cities with the most Client Service Associate job openings:
What are the most commonly searched types of Client Service jobs? The most popular types of Client Service jobs are:
Who are the top companies hiring for Client Service Associate jobs? The top employers for Client Service Associate jobs are:
What states have the most Client Service Associate jobs? States with the most job openings for Client Service Associate jobs include:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in the United States as of May 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.
Client Service Associate

Client Service Associate

Boutique Recruiting

Bellevue, WA • On-site

$60K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 25 days ago

Job description

Position Title: Client Service Associate
The Client Service Associate plays a pivotal role in supporting advisors by ensuring a seamless client experience. This position requires a proactive individual who is dedicated, charismatic, and detail-oriented. The ideal candidate will engage with a diverse clientele, addressing their needs and fostering long-term relationships. Challenges include managing client inquiries and navigating the demands of an older demographic. This role is essential for maintaining the firm's reputation for exceptional service and client satisfaction.
Salary Range: $60,000 - $75,000 / Year DOE
Client Service Associate Responsibilities:
  • Take notes during client meetings
  • Field client calls and emails
  • Complete necessary paperwork
  • Open new accounts
  • Facilitate fund transfers as required
  • Follow up with insurance companies
  • Address client inquiries and concerns
  • Conduct meeting follow-ups

Client Service Associate Requirements:
  • 1-2 years of experience as a Client Service Associate
  • Proficiency in technology, including Excel with formulas
  • Ability to obtain Series 65 license within 30 days is preferred
  • Possession of a life insurance license is preferred
  • A bachelor's degree is preferred
  • Experience with Schwab is preferred

Benefits:
  • 80% employer contribution to employee health insurance premiums
  • 15 days of paid time off plus 5 sick days
  • 401(k) plan with a 3% employer match after 6 months
  • Access to an onsite gym and yoga studio
  • Professional development reimbursement
  • Free parking and complimentary office snacks
  • Paid holidays and travel allowances for approved business events

If you are a Client Service Associate looking to take the next step in your career, apply now! #LI-KJ1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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