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Client Service Associate Remote Jobs (NOW HIRING)

RIA Recruiting

Client Service Associate

White Plains, NY · On-site +1

We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If you'd like to join a full-service wealth management team that is dedicated to its clients and be part of a staff that ...

Hello Sunshine Travels

Client Service Associate

Kissimmee, FL · Remote

$12.75 - $17.75/hr

About the job Client Service Associate Customer Service Representative Travel Industry Remote | Flexible Schedule | Commission + Bonuses About the Role: Were looking for an enthusiastic and detail ...

Tax Alchemy

Client Service Associate

Irvine, CA · On-site +1

$70K - $85K/yr

Remote Reporting To: Financial Advisor Compensation: $70,000 - $85,000 / year Description We are seeking a detail-oriented and technically proficient Client Service Associate to serve as the ...

Business Talent Group

Client Service Associate

Chicago, IL · On-site +1

$64.50K/yr

BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, ... client service, thriving in a fast-paced environment. As a CS Associate, you will contribute to a ...

Business Talent Group

Client Service Associate

Chicago, IL · On-site +1

$64.50K/yr

BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, ... client service, thriving in a fast-paced environment. As a CS Associate, you will contribute to a ...

Morgan Stanley

Client Service Associate

San Jose, CA · On-site +1

$34.32K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

San Jose, CA · On-site +1

$34.32K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Doherty Staffing

$13.50 - $18.50/hr

... Service Associates for a leading consumer healthcare company. If you're looking for a remote ... Document all conversations electronically on company and/or client systems * Become an expert with ...

Full Bloom Wealth

Client Service Associate

Irvine, CA · Remote

$70K - $85K/yr

Description We are seeking a detail-oriented and technically proficient Client Service Associate to serve as the analytical and execution backbone of our advisory pod. Working in close partnership ...

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Client Service Associate Remote information

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

As of May 29, 2026, the average hourly pay for client service associate remote 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.

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

To thrive as a Client Service Associate (Remote), you need excellent communication skills, attention to detail, and customer service experience, often backed by a relevant degree or equivalent work history. Familiarity with CRM platforms like Salesforce, help desk software, and digital communication tools is typically required. Strong problem-solving abilities, adaptability, and time management set outstanding associates apart in virtual settings. These skills ensure efficient client support, foster positive relationships, and maintain high service standards in a remote environment.

How does a remote Client Service Associate effectively collaborate with team members and clients while working from home?

As a remote Client Service Associate, you’ll rely heavily on digital communication tools such as email, instant messaging, and video conferencing to stay connected with both your team and clients. Regular virtual meetings and clear documentation are key to ensuring everyone stays informed and aligned. Collaboration platforms like Slack, Microsoft Teams, or Salesforce are commonly used to track client requests and share updates in real time. Maintaining responsiveness and proactive communication helps build trust and ensures clients receive consistent, high-quality service, despite the physical distance.

What does a Client Service Associate do when working remotely?

A Client Service Associate working remotely supports clients by handling inquiries, resolving issues, and providing information about products or services via phone, email, or chat. Their main responsibilities include maintaining client relationships, processing transactions, and assisting with account management. Remote associates use digital tools and communication platforms to collaborate with team members and ensure clients receive timely and accurate assistance. This role requires strong communication skills, attention to detail, and the ability to work independently while meeting service standards.

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

AspectClient Service Associate RemoteCustomer Support Specialist
CredentialsHigh school diploma or equivalent; some roles may require customer service certificationsHigh school diploma or equivalent; customer service certifications optional
Work EnvironmentRemote, client-facing, financial or professional services industryRemote or on-site, technical or general customer support across various industries
Employer & Industry UsageFinancial institutions, wealth management firms, insurance companiesTech companies, retail, telecom, and service providers
Common Search & ComparisonOften compared for client interaction and financial services rolesCompared for technical support and general customer service roles

The main difference is that a Client Service Associate Remote typically works in financial or professional services, focusing on client relationships and account management, while a Customer Support Specialist handles technical or product-related inquiries across various industries. Both roles require strong communication skills and may be remote, but their industry focus and responsibilities differ.

What cities are hiring for Client Service Associate Remote jobs? Cities with the most Client Service Associate Remote job openings:
What states have the most Client Service Associate Remote jobs? States with the most job openings for Client Service Associate Remote jobs include:
Infographic showing various Client Service Associate Remote job openings in the United States as of May 2026, with employment types broken down into 75% Full Time, 5% Part Time, 5% Temporary, and 15% Contract. Highlights an 5% In-person, and 95% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.
Client Service Associate (Remote)

Client Service Associate (Remote)

Capitol Family Office

Beaverton, OR • Remote

$30 - $45/hr

Full-time

Posted 7 days ago

Job description

Client Service Associate 1099 / Remote Contractor

Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. We combine deep expertise with high-touch service, using smart tech and fast execution to keep things moving and clients cared for.

We're looking for an experienced, proactive Client Service Associate to join our team. This is a fast-paced role supporting both firm partners, with a focus on day-to-day execution, administration, operations, and client service. You'll work especially closely with our Managing Partner, acting as her right hand.

Why This Role Matters

You'll be central to keeping the client experience seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of efficiently. If you love owning a full task list, working closely with senior leadership, and making things happen every day, this is for you.

What You'll Do

Client Service & Workflow Coordination

Coordinate and take action on client service requests

Process account openings, transfers, and custodial forms with precision

Handle client scheduling, reminders, and meeting logistics

Track follow-ups and ensure all client tasks are completed accurately and on time

Communicate directly with clients to complete tasks and service requests

Administrative & Tech-Savvy Execution

Maintain organized digital files and CRM records (Redtail, ShareFile, etc.)

Handle e-signature workflows, document tracking, and custodial follow-ups

Use tools like Calendly, Emoney, and Zoom daily

Leverage AI tools to draft emails, organize data, and reduce friction in routine work

Executive & Partner Support

Manage partner calendars, follow-up tasks, and internal checklists

Communicate key updates and task statuses clearly and consistently

Step in to get things done quickly, without needing to be asked twice

Proactively identify what needs attention and take ownership

What We're Looking For

Have 3+ years' experience in a financial advisory, RIA, or wealth management firm

Know the lingo, paperwork, custodians, and processes like second nature

Thrive in a fast-moving, task-heavy environment with no room for dropped balls

Take initiative, figure things out, and finish the job with high attention to detail

Are a highly organized, reliable, proactive, and calm under pressure person

Love working closely with senior leadership and interacting with clients

Communicate clearly and consistently, even when working independently

Enjoy using tech and AI to get more done faster

Interest and experience with paraplanner tasks a plus.

Compensation

$30$45/hour depending on experience

Contractor role; fully remote

2040 hours per week (with flexibility and room to grow)

Must be available to work with partners Monday Friday PST

How to Apply

Complete the questionnaire
Upload your resume
Provide 3 work references