The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
Financial Services Operations & Client Service Associate
Dallas, TX ยท On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
Quick apply
Financial Services Operations & Client Service Associate
Dallas, TX ยท On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem ...
Financial Services Operations & Client Service Associate
Dallas, TX ยท On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
Quick apply
Financial Services Operations & Client Service Associate
Dallas, TX ยท On-site
$25 - $35/hr
Operations & Client Service Associate About Scherer Financial Advisory Services is a well-established RIA in the Dallas/Plano area. We work with pre-retirees, retirees, and high-net-worth households ...
Senior Client Service Associate
Dallas, TX ยท On-site
The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent ...
Senior Client Service Associate
Dallas, TX ยท On-site
The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Client Service Associate - Dallas
Dallas, TX ยท On-site
$14.25 - $19.75/hr
As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will ...
Quick apply
Client Service Associate - Dallas
Dallas, TX ยท On-site
$14.25 - $19.75/hr
As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will ...
Client Service Associate - Dallas
Dallas, TX ยท On-site
$14.25 - $19.75/hr
As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will ...
Client Service Associate - Dallas
Dallas, TX ยท On-site
$14.25 - $19.75/hr
As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will ...
Sr Client Service Associate
Mckinney, TX ยท On-site
$100K - $110K/yr
Sr. Client Service Manager This vital leadership position is the operational backbone of our generational wealth transfer, investment management, and comprehensive financial planning practice. As we ...
New
Sr Client Service Associate
Mckinney, TX ยท On-site
$100K - $110K/yr
Sr. Client Service Manager This vital leadership position is the operational backbone of our generational wealth transfer, investment management, and comprehensive financial planning practice. As we ...
New
Client Service Associate - Dallas
Dallas, TX ยท On-site
$14.25 - $19.75/hr
As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will ...
Client Service Associate - Dallas
Dallas, TX ยท On-site
$14.25 - $19.75/hr
As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Quick apply
Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on ...
Client Services Associate
Dallas, TX ยท On-site
$21 - $25/hr
As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys ... Deliver responsive, solutions-oriented service quickly and kindly in a clear, professional manner ...
Client Services Associate
Dallas, TX ยท On-site
$21 - $25/hr
As a Client Services Associate/Representative (Texas) , you'll be the go-to expert for attorneys ... Deliver responsive, solutions-oriented service quickly and kindly in a clear, professional manner ...
Associate Client Service Representative
Lewisville, TX ยท On-site
$15 - $20.25/hr
Associate Client Service Representative Wilmington, DE (Hybrid) Monday - Friday, 11:00am-8:00pm Are you passionate about delivering exceptional service? Us too. We're hiring a Client Service ...
Associate Client Service Representative
Lewisville, TX ยท On-site
$15 - $20.25/hr
Associate Client Service Representative Wilmington, DE (Hybrid) Monday - Friday, 11:00am-8:00pm Are you passionate about delivering exceptional service? Us too. We're hiring a Client Service ...
Client Service Associate information
See Denton, TX salary details
$8.34 - $9.92
3% of jobs
$9.92 - $11.49
8% of jobs
$11.49 - $13.07
12% of jobs
$13.17 is the 25th percentile. Wages below this are outliers.
$13.07 - $14.65
28% of jobs
$14.65 - $16.23
15% of jobs
$17.53 is the 75th percentile. Wages above this are outliers.
$16.23 - $17.81
11% of jobs
$17.81 - $19.38
8% of jobs
$19.38 - $20.96
5% of jobs
$20.96 - $22.54
4% of jobs
$22.54 - $24.12
3% of jobs
$24.12 - $25.69
2% of jobs
$8
$16
$25
How much do client service associate jobs pay per hour?
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 does a client service associate typically collaborate with financial advisors and other team members?
What do you do as a client service associate?
What is a client service associate?

Other
Re-posted 27 days ago
Job description
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.
Essential Duties and Responsibilities
โข Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.
โข Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.
โข Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.
โข Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
โข Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
โข Maintain CRM database; define and ensure adherence to appropriate client service models.
โข Manage multiple and competing priorities daily in pursuit of business objectives.
โข Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.
โข Other duties as assigned.
โข This is a Full Time position in the office
Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities
โข Basic computer skills (Outlook, Word, Excel. Adobe)
โข Strong administrative and time management skills with superior attention to detail.
โข Able to work independently and effectively manage multiple tasks at once.
โข Excellent communication skills, both verbally and in writing.
โข CRM knowledge a plus.
Education and/or Experience
โข The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
โข High School Diploma or Associate's degree required
โข Previous experience in financial services a plus