What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
Quick apply
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
Financial Services Operations & Client Service Associate
Dallas, TX · On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
Quick apply
Financial Services Operations & Client Service Associate
Dallas, TX · On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
Financial Services Operations & Client Service Associate
Dallas, TX · On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
Quick apply
Financial Services Operations & Client Service Associate
Dallas, TX · On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Randall Reed's Planet Ford 635 - Automotive Sales Associate - Entry Level Sales Email Resume to ... Along the way, your stellar attitude and customer service skills will not only help close the sale ...
Randall Reed's Planet Ford 635 - Automotive Sales Associate - Entry Level Sales Email Resume to ... Along the way, your stellar attitude and customer service skills will not only help close the sale ...
Randall Reed's Planet Ford 635 - Sales Associate - Entry Level Sales
Dallas, TX · On-site
$36K - $49K/yr
Randall Reed's Planet Ford 635 - Automotive Sales Associate - Entry Level Sales Email Resume to ... Along the way, your stellar attitude and customer service skills will not only help close the sale ...
Randall Reed's Planet Ford 635 - Sales Associate - Entry Level Sales
Dallas, TX · On-site
$36K - $49K/yr
Randall Reed's Planet Ford 635 - Automotive Sales Associate - Entry Level Sales Email Resume to ... Along the way, your stellar attitude and customer service skills will not only help close the sale ...
Randall Reed's Planet Ford 635 - Automotive Sales Associate - Entry Level Sales Email Resume to ... Along the way, your stellar attitude and customer service skills will not only help close the sale ...
Quick apply
Randall Reed's Planet Ford 635 - Automotive Sales Associate - Entry Level Sales Email Resume to ... Along the way, your stellar attitude and customer service skills will not only help close the sale ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Quick apply
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Sales Associate (Entry Level)
Allen, TX · On-site
$34K - $46K/yr
An entry-level sales position that offers a wide variety of opportunities for learning sales ... Track and follow each homebuyer and service their needs throughout the sales process, with customer ...
Sales Associate (Entry Level)
Allen, TX · On-site
$34K - $46K/yr
An entry-level sales position that offers a wide variety of opportunities for learning sales ... Track and follow each homebuyer and service their needs throughout the sales process, with customer ...
Client Service Associate Entry Level information
See Frisco, TX salary details
$8.32 - $9.90
3% of jobs
$9.90 - $11.47
8% of jobs
$11.47 - $13.05
12% of jobs
$13.15 is the 25th percentile. Wages below this are outliers.
$13.05 - $14.62
28% of jobs
$14.62 - $16.20
15% of jobs
$17.50 is the 75th percentile. Wages above this are outliers.
$16.20 - $17.77
11% of jobs
$17.77 - $19.35
8% of jobs
$19.35 - $20.92
5% of jobs
$20.92 - $22.50
4% of jobs
$22.50 - $24.07
3% of jobs
$24.07 - $25.65
2% of jobs
$8
$16
$25
How much do client service associate entry level jobs pay per hour?
What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?
| Aspect | Client Service Associate Entry Level | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degree | High school diploma or equivalent; relevant certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Various industries including tech, retail, telecom |
| Employer & Industry Usage | Commonly used in banking and finance sectors | Widespread across multiple customer-facing industries |
| Search & Comparison Intent | Often compared for entry-level client-facing roles in finance | Compared for customer support roles across industries |
In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 18 days ago
Stifel rating
8.3
Based on 22 frontline employees who took The Breakroom Quiz
Job description
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
- Perform administrative functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
- Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
- Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
- Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
- Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
- Provide reports and other information to FA(s), as requested.
- Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
- Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll Bring
- Knowledge of administrative procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
- General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
- Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
- Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & Experience
- Minimum Required: High School Diploma or equivalent
- Minimum Required: 2+ years clerical/related industry
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
About Stifel Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Saint Louis, MO, US
Year founded
2007