A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes, etc ...
A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes, etc ...
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
New
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
New
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
New
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
New
Client Services Associate
Cincinnati, OH · On-site
$95K - $100K/yr
We are looking for a detail-oriented Client Services Associate to support individuals and families ... This position combines client service, bookkeeping coordination, and vendor management to help ...
Quick apply
Client Services Associate
Cincinnati, OH · On-site
$95K - $100K/yr
We are looking for a detail-oriented Client Services Associate to support individuals and families ... This position combines client service, bookkeeping coordination, and vendor management to help ...
Private Bank Licensed Client Service Associate II
Cincinnati, OH · On-site
$14 - $19.25/hr
... Client Service Associates as requested. -Perform other projects or duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: -High school diploma or ...
Private Bank Licensed Client Service Associate II
Cincinnati, OH · On-site
$14 - $19.25/hr
... Client Service Associates as requested. -Perform other projects or duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: -High school diploma or ...
Private Bank Licensed Client Service Associate II
Cincinnati, OH · On-site
$14 - $19.25/hr
... Client Service Associates as requested. -Perform other projects or duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: -High school diploma or ...
Private Bank Licensed Client Service Associate II
Cincinnati, OH · On-site
$14 - $19.25/hr
... Client Service Associates as requested. -Perform other projects or duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: -High school diploma or ...
Client Service Representative
Cincinnati, OH · On-site
$14.75 - $20/hr
Summary The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position ...
New
Client Service Representative
Cincinnati, OH · On-site
$14.75 - $20/hr
Summary The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position ...
New
Associates or Bachelor's degree in business, finance, economics, accounting, or related field. * 7-10 years of administrative and client service experience within a wealth management, Registered ...
Quick apply
Associates or Bachelor's degree in business, finance, economics, accounting, or related field. * 7-10 years of administrative and client service experience within a wealth management, Registered ...
Associates or Bachelor's degree in business, finance, economics, accounting, or related field. * 7-10 years of administrative and client service experience within a wealth management, Registered ...
Associates or Bachelor's degree in business, finance, economics, accounting, or related field. * 7-10 years of administrative and client service experience within a wealth management, Registered ...
Associates or Bachelor's degree in business, finance, economics, accounting, or related field. * 7-10 years of administrative and client service experience within a wealth management, Registered ...
Associates or Bachelor's degree in business, finance, economics, accounting, or related field. * 7-10 years of administrative and client service experience within a wealth management, Registered ...
Client Service Specialist
$16.50 - $21.75/hr
Client Service skills * Quality Focus * Problem Solving * Freight Forwarding Knowledge * Documentation Skills * Listening * Resolving Conflict * Ability to Multi-task Physical Requirements * Job may ...
Client Service Specialist
$16.50 - $21.75/hr
Client Service skills * Quality Focus * Problem Solving * Freight Forwarding Knowledge * Documentation Skills * Listening * Resolving Conflict * Ability to Multi-task Physical Requirements * Job may ...
Client Service Specialist
Hebron, KY · On-site
$16.50 - $21.75/hr
Client Service skills * Quality Focus * Problem Solving * Freight Forwarding Knowledge * Documentation Skills * Listening * Resolving Conflict * Ability to Multi-task Physical Requirements * Job may ...
Client Service Specialist
Hebron, KY · On-site
$16.50 - $21.75/hr
Client Service skills * Quality Focus * Problem Solving * Freight Forwarding Knowledge * Documentation Skills * Listening * Resolving Conflict * Ability to Multi-task Physical Requirements * Job may ...
Overview At Gallagher, we're looking for an Associate Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and solutions to our clients.
Overview At Gallagher, we're looking for an Associate Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and solutions to our clients.
Direct associate to manager experience is not required but is preferred. You have varied experience in providing client service. You are an outstanding relationship builder and communicator. You are ...
New
Direct associate to manager experience is not required but is preferred. You have varied experience in providing client service. You are an outstanding relationship builder and communicator. You are ...
New
Overview At Gallagher, we're looking for an Associate Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and solutions to our clients.
Overview At Gallagher, we're looking for an Associate Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and solutions to our clients.
... service provider, we not only make a difference in our community but offer our associates ... Support client relationships by becoming an extension of our clients' business. Build strong ...
... service provider, we not only make a difference in our community but offer our associates ... Support client relationships by becoming an extension of our clients' business. Build strong ...
Senior Client Service Administrator
$18.50 - $25.50/hr
Collaborates with the Client Manager and the Central Processing Services department to prepare client deliverables, which include the compilation, printing, binding and distribution of presentations ...
Senior Client Service Administrator
$18.50 - $25.50/hr
Collaborates with the Client Manager and the Central Processing Services department to prepare client deliverables, which include the compilation, printing, binding and distribution of presentations ...
Client Services Supervisor
Walton, KY · On-site
... service provider, we not only make a difference in our community but offer our associates ... Support client relationships by becoming an extension of our clients' business. Build strong ...
Client Services Supervisor
Walton, KY · On-site
... service provider, we not only make a difference in our community but offer our associates ... Support client relationships by becoming an extension of our clients' business. Build strong ...
Client Service Specialist I
$25.50 - $32/hr
We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and ...
Client Service Specialist I
$25.50 - $32/hr
We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and ...
Veterinary Client Service Representative - Evenings
Cincinnati, OH · On-site
$15.25 - $21/hr
Client Service Representative (CSR) Our Client Service Representatives have the first interaction with our clients providing superior service to ensure client interactions are facilitated smoothly ...
Quick apply
Veterinary Client Service Representative - Evenings
Cincinnati, OH · On-site
$15.25 - $21/hr
Client Service Representative (CSR) Our Client Service Representatives have the first interaction with our clients providing superior service to ensure client interactions are facilitated smoothly ...
Client Service Associate information
See Alexandria, KY salary details
$8.44 - $10.03
3% of jobs
$10.03 - $11.63
8% of jobs
$11.63 - $13.22
12% of jobs
$13.33 is the 25th percentile. Wages below this are outliers.
$13.22 - $14.82
28% of jobs
$14.82 - $16.42
15% of jobs
$17.73 is the 75th percentile. Wages above this are outliers.
$16.42 - $18.01
11% of jobs
$18.01 - $19.61
8% of jobs
$19.61 - $21.20
5% of jobs
$21.20 - $22.80
4% of jobs
$22.80 - $24.40
3% of jobs
$24.40 - $25.99
2% of jobs
$8
$16
$25
How much do client service associate jobs pay per hour?
What does a client service associate do?
What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?
What is the difference between Client Service Associate vs Customer Support Specialist?
| Aspect | Client Service Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer relevant certifications | High school diploma or equivalent; technical certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Retail, tech companies, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, e-commerce, tech support |
| Common Search & Comparison Intent | Understanding roles in finance and client interaction | Customer 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?
How does a Client Service Associate typically collaborate with financial advisors and other team members?
What jobs pay 4000 a week without a degree?
Is a CSA job stressful?
What are Client Service Associates?

Other
Re-posted 10 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 149 rated banks
Job description
A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes, etc.), answer questions, and schedule meetings. Additionally, they will be responsible for all administrative-related tasks
Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client-first mindset, a successful candidate for this role will have strong interpersonal skills, immense attention to detail, and will be able to assist clients with their everyday needs.
Client Service Associates support both clients and advisors in the following areas:
Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed
Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients
Assist in preparing reports, presentations, and other materials for client meetings
Process client requests and approvals, including account transactions, disbursements, and investment-related changes
Open new accounts, gather and verify client information, and prepare and process required documentation
Research and resolve complex or unique client inquiries in a timely and professional manner
Prepare, track, and submit expense reports
Maintain up-to-date knowledge of firm policies, procedures, and technology platforms.
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH