Bonus) Warren NJ Seeking a client service associate with 2+ years of experience to support a senior relationship manager. This position requires someone with strong technical skills, attention to ...
Bonus) Warren NJ Seeking a client service associate with 2+ years of experience to support a senior relationship manager. This position requires someone with strong technical skills, attention to ...
The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem, PA branch office. The primary responsibilities include servicing clients, marketing, scheduling ...
The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem, PA branch office. The primary responsibilities include servicing clients, marketing, scheduling ...
The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem, PA branch office. The primary responsibilities include servicing clients, marketing, scheduling ...
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The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem, PA branch office. The primary responsibilities include servicing clients, marketing, scheduling ...
The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem, PA branch office. The primary responsibilities include servicing clients, marketing, scheduling ...
The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem, PA branch office. The primary responsibilities include servicing clients, marketing, scheduling ...
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.
Retirement Client Service Manager
Lansdale, PA · On-site
$80K - $100K/yr
The Client Service Manager is critical in providing consultative support, strategic guidance, and ... Consult on plan terminations, mergers & acquisitions, and oversee associates to ensure smooth ...
Retirement Client Service Manager
Lansdale, PA · On-site
$80K - $100K/yr
The Client Service Manager is critical in providing consultative support, strategic guidance, and ... Consult on plan terminations, mergers & acquisitions, and oversee associates to ensure smooth ...
Client Service Specialist
Allentown, PA · On-site +1
$68K - $85K/yr
We are looking for a Client Service Specialist in Allentown, PA to support the office's advisors ... Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ...
Client Service Specialist
Allentown, PA · On-site +1
$68K - $85K/yr
We are looking for a Client Service Specialist in Allentown, PA to support the office's advisors ... Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ...
Client Service Specialist
Allentown, PA · On-site
$68K - $85K/yr
We are looking for a Client Service Specialist in Allentown, PA to support the office's advisors ... Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ...
Client Service Specialist
Allentown, PA · On-site
$68K - $85K/yr
We are looking for a Client Service Specialist in Allentown, PA to support the office's advisors ... Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ...
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused ... service · Develops strong relationships with team members and clients by fostering teamwork ...
Quick apply
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused ... service · Develops strong relationships with team members and clients by fostering teamwork ...
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused ... service · Develops strong relationships with team members and clients by fostering teamwork ...
Quick apply
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused ... service · Develops strong relationships with team members and clients by fostering teamwork ...
Client Service Representative
Allentown, PA · On-site
$20/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred * working hours ...
Client Service Representative
Allentown, PA · On-site
$20/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred * working hours ...
Client Service Representative
Allentown, PA · On-site +1
$20/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred * working hours ...
Client Service Representative
Allentown, PA · On-site +1
$20/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred * working hours ...
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused ... service · Develops strong relationships with team members and clients by fostering teamwork ...
Quick apply
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused ... service · Develops strong relationships with team members and clients by fostering teamwork ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Practice Operations Associate
Center Valley, PA · Remote
$50K - $60K/yr
Practice Operations Associate We're looking for a Practice Operations Associate to serve as the ... Help create seamless, professional service experience for every client interaction. Support ...
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Practice Operations Associate
Center Valley, PA · Remote
$50K - $60K/yr
Practice Operations Associate We're looking for a Practice Operations Associate to serve as the ... Help create seamless, professional service experience for every client interaction. Support ...
Practice Operations Associate
Center Valley, PA · On-site
$50K - $60K/yr
Practice Operations Associate We're looking for a Practice Operations Associate to serve as the ... Help create seamless, professional service experience for every client interaction. Support ...
Practice Operations Associate
Center Valley, PA · On-site
$50K - $60K/yr
Practice Operations Associate We're looking for a Practice Operations Associate to serve as the ... Help create seamless, professional service experience for every client interaction. Support ...
Client Associate - Employee Benefits
$14 - $19.25/hr
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... Overview As a Client Associate on the Employee Benefits team, you will support account managers in ...
Client Associate - Employee Benefits
$14 - $19.25/hr
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... Overview As a Client Associate on the Employee Benefits team, you will support account managers in ...
Customer Service Associate
Easton, PA · On-site
$15 - $18.75/hr
Customer Service Associate (CSA) As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by greeting and serving our customers. Our CSAs are proud to be part of a ...
Customer Service Associate
Easton, PA · On-site
$15 - $18.75/hr
Customer Service Associate (CSA) As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by greeting and serving our customers. Our CSAs are proud to be part of a ...
Customer Service Associate
Macungie, PA · On-site
$15 - $18.75/hr
Customer Service Associate (CSA) As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by greeting and serving our customers. Our CSAs are proud to be part of a ...
Customer Service Associate
Macungie, PA · On-site
$15 - $18.75/hr
Customer Service Associate (CSA) As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by greeting and serving our customers. Our CSAs are proud to be part of a ...
Client Service Associate information
See Bethlehem, PA salary details
$8.79 - $10.45
3% of jobs
$10.45 - $12.11
8% of jobs
$12.11 - $13.78
12% of jobs
$13.88 is the 25th percentile. Wages below this are outliers.
$13.78 - $15.44
28% of jobs
$15.44 - $17.10
15% of jobs
$18.47 is the 75th percentile. Wages above this are outliers.
$17.10 - $18.76
11% of jobs
$18.76 - $20.43
8% of jobs
$20.43 - $22.09
5% of jobs
$22.09 - $23.75
4% of jobs
$23.75 - $25.41
3% of jobs
$25.41 - $27.08
2% of jobs
$8
$16
$27
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?

Job description
Leading Financial Services Company
Client Service Associate (50K-70K + Disc. Bonus) Warren NJ
Seeking a client service associate with 2+ years of experience to support a senior relationship manager. This position requires someone with strong technical skills, attention to detail, excellent communication skills and the willingness and ability to learn. This position will provide significant exposure to running a full service financial services organization and provide the right candidate with the opportunity to learn and grow within a comprehensive wealth management organization.
Duties and Responsibilities:
- Support senior relationship manager to increase effectiveness by relieving the senior relationship manager of many day-to-day activities.
- Position involves extensive client contact, individual will be involved in all activities interfacing with clients and prospects
- Coordinates information flow among internal departments, clients and others as necessary
- Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas.
- Keeps others on the team informed of status of account administration, retention and projects.
- Communicates work in progress with the financial planner and clients.
- Indentifies and recommends technology/process improvements which may improve overall productivity and client satisfaction
- Assists with the marketing efforts
- Competes special projects as assigned by management.
Qualifications
- Strong communication skills (verbal & written)
- Ability to exercise good judgment by recognizing urgency and prioritizing tasks accordingly
- Able to work independently with strong administrative and problem solving skills
- Team Player - must be able to work across departments and assist in the development and implementation of plans.
- Must have the ability to multi-task and stay focused in a highly visible, fast-paced and team oriented environment.
- Detail oriented
- 2+ years prior experience in a financial service organization
- Bachelor's degree
.
50-70K + bonus
Email [email protected]
About Clark Davis Associates
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Parsippany, NJ, US
Year founded
1987