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Client Service Associate Jobs in Washington (NOW HIRING)

Ameriprise Financial

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

Greet clients upon arrival and extend hospitality to clients Key Traits of a successful Client Service Associate: * Extroverted * Clear communicator * Enjoy working with people * Very strong ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Training & development Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Training & development Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states ...

BeloForm Craft

Client Service Associate

Washington, DC · On-site

$16.50 - $22.75/hr

Beloform Craft is seeking a motivated and customer-focused Client Service Associate to join our growing team in Washington, DC. In this role, you will serve as a key point of contact for clients ...

Jackson Hewitt

Client Service Associate

Annapolis, MD · On-site

$14.25 - $19.75/hr

Seasonal Client Service Associate At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with ...

Alphabe Insight Inc

Client Service Associate

Washington, DC · On-site

$16.50 - $22.75/hr

Beloform Craft is seeking a motivated and customer-focused Client Service Associate to join our growing team in Washington, DC. In this role, you will serve as a key point of contact for clients ...

Alphabe Insight Inc

Client Service Associate

Washington, DC · On-site

$16.50 - $22.75/hr

Beloform Craft is seeking a motivated and customer-focused Client Service Associate to join our growing team in Washington, DC. In this role, you will serve as a key point of contact for clients ...

Raymondjames

Client Service Associate

Alexandria, VA · On-site

$15.50 - $21.50/hr

Service daily client inquiries over the phone and in-person, including scheduling meetings and ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

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Client Service Associate information

See Washington salary details

$10

$19

$31

How much do client service associate jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for client service associate in Washington is $19.41, according to ZipRecruiter salary data. Most workers in this role earn between $15.77 and $21.78 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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.

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.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

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 jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

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 are the most commonly searched types of Client Service jobs in Washington? The most popular types of Client Service jobs in Washington are:
What cities in Washington are hiring for Client Service Associate jobs? Cities in Washington with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Washington as of June 2026, with employment types broken down into 1% As Needed, 72% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $40,374 per year, or $19.4 per hour.
Client Service Associate

Client Service Associate

Ameriprise Financial

Bethesda, MD

$15.50 - $21.50/hr

Full-time

Posted 6 days ago

Ameriprise rating

7.9

Company rating: 7.9 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

82nd of 146 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our Bethesda location.
We are seeking a talented individual who will step into an instrumental role by providing client relationship support by deepening existing client relationships and providing exceptional service with proactive communication.

Key Responsibilities:

  • Call, text, and email clients or prospects to set up meetings or appointments

  • Prepare agendas and forms for appointments

  • Complete client summary letters following client meetings

  • Conduct client appointment reminder calls, and check-in calls on follow up items

  • Support marketing efforts to the practice, especially with respect to coordination of seminars, in-person events, and social media engagement

  • Coordinate client appreciation events for the practice

  • Answering calls to the office

  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

  • Maintain and order office supplies

  • Process incoming mail

  • Perform other allowable duties as assigned by the financial advisors

  • Greet clients upon arrival and extend hospitality to clients

Key Traits of a successful Client Service Associate:

  • Extroverted

  • Clear communicator

  • Enjoy working with people

  • Very strong attention to detail

  • Strong organizational and computer skills

  • Strong work ethic and the highest level of professionalism

  • Effective communication with clients and other advisors/staff

  • Effective and efficient time management

  • Polite and clear phone manners

  • Ability to quickly transition from task to task

  • Ability to support and provide guidance for compliance within the advisor's practice

  • Positive attitude and sincere willingness to constantly learn and grow

Education and other requirements:

  • 3+ years of similar experience

  • Background in financial services industry preferred

Compensation

Negotiable, depending on experience

Base Pay Salary

The salary range will be 54k to 68k/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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