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 ...
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
New
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
New
Client Service Associate
$14 - $19.25/hr
At UBS, we are looking for a Client Service Associate to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, organized, passionate about helping others ...
Client Service Associate
$14 - $19.25/hr
At UBS, we are looking for a Client Service Associate to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, organized, passionate about helping others ...
Client Service Associate - Cincinnati, OH
Cincinnati, OH · On-site
$50K - $54K/yr
Client Service Associate Firm: Isaacs and Associates Location: Cincinnati, OH Overview: As our firm continues to grow, we are seeking a Client Service Associate to join our team in Cincinnati, OH
Client Service Associate - Cincinnati, OH
Cincinnati, OH · On-site
$50K - $54K/yr
Client Service Associate Firm: Isaacs and Associates Location: Cincinnati, OH Overview: As our firm continues to grow, we are seeking a Client Service Associate to join our team in Cincinnati, OH
Client Service Associate
Cincinnati, OH · On-site
$65K - $75K/yr
As our Client Service Associate, you'll play a key role in delivering the exceptional service our clients have come to expect while helping keep our firm running smoothly. Working closely with our ...
Client Service Associate
Cincinnati, OH · On-site
$65K - $75K/yr
As our Client Service Associate, you'll play a key role in delivering the exceptional service our clients have come to expect while helping keep our firm running smoothly. Working closely with our ...
Client Service Associate
Cincinnati, OH · On-site
$65K - $75K/yr
As our Client Service Associate, you'll play a key role in delivering the exceptional service our clients have come to expect while helping keep our firm running smoothly. Working closely with our ...
Client Service Associate
Cincinnati, OH · On-site
$65K - $75K/yr
As our Client Service Associate, you'll play a key role in delivering the exceptional service our clients have come to expect while helping keep our firm running smoothly. Working closely with our ...
Why You'll Love this Guest Experience Associate Job! Deliver First-Class Service in a ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate
Quick apply
Why You'll Love this Guest Experience Associate Job! Deliver First-Class Service in a ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate
Job Title Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the ...
Job Title Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the ...
We're looking for a Registered Client Associate to: Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed Schedule client meetings, maintain ...
We're looking for a Registered Client Associate to: Serve as the first point of contact by managing inbound client calls and initiating outbound calls as needed Schedule client meetings, maintain ...
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • Serve as the first point of contact by managing inbound ...
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • Serve as the first point of contact by managing inbound ...
Client Service Associate - Cincinnati, OH
Cincinnati, OH · On-site
$50K - $54K/yr
Client Service Associate Firm: Isaacs and Associates Location: Cincinnati, OH Overview: As our firm continues to grow, we are seeking a Client Service Associate to join our team in Cincinnati, OH
Client Service Associate - Cincinnati, OH
Cincinnati, OH · On-site
$50K - $54K/yr
Client Service Associate Firm: Isaacs and Associates Location: Cincinnati, OH Overview: As our firm continues to grow, we are seeking a Client Service Associate to join our team in Cincinnati, OH
Client Service Associate - Financial Services
Cincinnati, OH · On-site
$65K - $75K/yr
As our Client Service Associate, you'll play a key role in delivering the exceptional service our clients have come to expect while helping keep our firm running smoothly. Working closely with our ...
Quick apply
Client Service Associate - Financial Services
Cincinnati, OH · On-site
$65K - $75K/yr
As our Client Service Associate, you'll play a key role in delivering the exceptional service our clients have come to expect while helping keep our firm running smoothly. Working closely with our ...
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.
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.
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.
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.
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily ...
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily ...
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily ...
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily ...
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Service Associate
$15 - $20.25/hr
The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...
Service Associate
$15 - $20.25/hr
The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...
Service Associate
Cincinnati, OH · On-site
$15 - $20.25/hr
The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...
Service Associate
Cincinnati, OH · On-site
$15 - $20.25/hr
The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...
Service Associate
Cincinnati, OH · On-site
$15 - $20.25/hr
The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...
Service Associate
Cincinnati, OH · On-site
$15 - $20.25/hr
The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...
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 is a client service associate?
How does a client service associate typically collaborate with financial advisors and other team members?
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.
How much do client service associates make?
What cities near Alexandria, KY are hiring for Client Service Associate jobs?
Cities near Alexandria, KY with the most Client Service Associate job openings:

Full-time
Re-posted 18 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 171 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