... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
U.S. Private Bank - Client Service Associate
$13.75 - $19/hr
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for ...
U.S. Private Bank - Client Service Associate
$13.75 - $19/hr
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for ...
Client Services Associate
Houston, TX · On-site
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine ... service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and ...
Client Services Associate
Houston, TX · On-site
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine ... service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and ...
Client Service & Operations Associate
Houston, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000 ABOUT THE FIRM We are a boutique, fiduciary wealth management firm serving successful ...
Client Service & Operations Associate
Houston, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000 ABOUT THE FIRM We are a boutique, fiduciary wealth management firm serving successful ...
Client Service & Operations Associate
Houston, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000 ABOUT THE FIRM We are a boutique, fiduciary wealth management firm serving successful ...
Quick apply
Client Service & Operations Associate
Houston, TX · Hybrid
$45K - $65K/yr
Client Services & Operations Associate Boutique Wealth Management Firm | Austin, TX | Hybrid | $45,000 - $65,000 ABOUT THE FIRM We are a boutique, fiduciary wealth management firm serving successful ...
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Sales Associate - Entry level
$35K - $47K/yr
Drive sales of mobile phones, service plans, and accessories * Execute store opening and closing procedures * Support store-level marketing and promotional initiatives * Work toward personal and team ...
Quick apply
Sales Associate - Entry level
$35K - $47K/yr
Drive sales of mobile phones, service plans, and accessories * Execute store opening and closing procedures * Support store-level marketing and promotional initiatives * Work toward personal and team ...
Client Service Coordinator
Houston, TX · On-site
$17.25 - $22.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
Client Service Coordinator
Houston, TX · On-site
$17.25 - $22.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
Wealth Management Associate
Houston, TX · On-site
$60K/yr
Description We are in search of a dynamic Wealth Management Operations Associate/Client Service Associate who excels at juggling multiple tasks, possesses excellent communication skills, and ...
Wealth Management Associate
Houston, TX · On-site
$60K/yr
Description We are in search of a dynamic Wealth Management Operations Associate/Client Service Associate who excels at juggling multiple tasks, possesses excellent communication skills, and ...
Client Service Representative
Spring, TX · On-site
$14.25 - $19.25/hr
Client Service Representative We are seeking an experienced Veterinary Client Service ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Spring, TX · On-site
$14.25 - $19.25/hr
Client Service Representative We are seeking an experienced Veterinary Client Service ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Coordinator
Katy, TX · On-site
$15.39 - $19.67/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator
Katy, TX · On-site
$15.39 - $19.67/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator
Spring, TX · On-site
$15.39 - $19.67/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator
Spring, TX · On-site
$15.39 - $19.67/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
We are in search of a dynamic Wealth Management Operations Associate/Client Service Associate who excels at juggling multiple tasks, possesses excellent communication skills, and approaches ...
Quick apply
We are in search of a dynamic Wealth Management Operations Associate/Client Service Associate who excels at juggling multiple tasks, possesses excellent communication skills, and approaches ...
Client Service Coordinator
Magnolia, TX · On-site
$15.50 - $20/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator
Magnolia, TX · On-site
$15.50 - $20/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Associate Entry Level information
See Katy, TX salary details
$8.16 - $9.70
3% of jobs
$9.70 - $11.25
8% of jobs
$11.25 - $12.79
12% of jobs
$12.89 is the 25th percentile. Wages below this are outliers.
$12.79 - $14.34
28% of jobs
$14.34 - $15.88
15% of jobs
$17.15 is the 75th percentile. Wages above this are outliers.
$15.88 - $17.42
11% of jobs
$17.42 - $18.97
8% of jobs
$18.97 - $20.51
5% of jobs
$20.51 - $22.05
4% of jobs
$22.05 - $23.60
3% of jobs
$23.60 - $25.14
2% of jobs
$8
$15
$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
Re-posted yesterday
Job description
Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
- Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
- Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
- Reviews, assesses and responds to all corporate action items and client account alerts.
- Prepares financial reports, spreadsheets and other materials for client meetings.
- Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Skills:
- Company's working structure, policies, mission, and strategies.
- Managed account platforms.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
- Trading terminology.
- Client Relationship Management (CRM) software, or similar contact management software.
- Goal planning software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
Education/Previous Experience
- High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 required.
- Series 63, 65 and/or 66 as required by state.
Education
High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-DW
About Raymond James & Associates The Woodlands, TX
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1 - 10 Employees
Headquarters location
The Woodlands, TX, US
Year founded
1966