As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
Quick apply
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries ...
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 ...
Client Services Representative
Ephrata, PA ยท On-site
$15.75 - $21.50/hr
Build strong relationships with clients through excellent customer service. * Manage the client ... Minimum of an associate's degree in business or related field preferred Experience: At least two ...
Quick apply
Client Services Representative
Ephrata, PA ยท On-site
$15.75 - $21.50/hr
Build strong relationships with clients through excellent customer service. * Manage the client ... Minimum of an associate's degree in business or related field preferred Experience: At least two ...
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Client Service Representative (Call Center Rep) (278112)
Manheim, PA ยท On-site
$19.25/hr
Client Service Representative (Call Center Rep) Location: Manheim, PA 17545-Onsite Duration: 12 ... associates.
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Client Service Representative (Call Center Rep) (278112)
Manheim, PA ยท On-site
$19.25/hr
Client Service Representative (Call Center Rep) Location: Manheim, PA 17545-Onsite Duration: 12 ... associates.
Customer Service Associate
Etters, PA ยท On-site
$14.25 - $19.50/hr
As a Customer Service Associate II, you'll be responsible for assisting with the daily operations of your assigned store, from merchandising to supporting customers. While focusing on providing a ...
Customer Service Associate
Etters, PA ยท On-site
$14.25 - $19.50/hr
As a Customer Service Associate II, you'll be responsible for assisting with the daily operations of your assigned store, from merchandising to supporting customers. While focusing on providing a ...
Customer Service Associate
York, PA ยท On-site
$15 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Customer Service Associate
York, PA ยท On-site
$15 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Customer Service Associate
York, PA ยท On-site
$15 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Customer Service Associate
York, PA ยท On-site
$15 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Customer Service Associate
Wrightsville, PA ยท On-site
$15 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Customer Service Associate
Wrightsville, PA ยท On-site
$15 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Customer Service Associate
York, PA ยท On-site
$15 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Customer Service Associate
York, PA ยท On-site
$15 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Customer Service Associate
PA ยท On-site
$15 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Customer Service Associate
PA ยท On-site
$15 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Customer Service Associate
Wyomissing, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
Wyomissing, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
Wyomissing, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
Wyomissing, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
Ephrata, PA ยท On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Customer Service Associate
Ephrata, PA ยท On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Customer Service Associate
Robesonia, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
Robesonia, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
Middletown, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
Middletown, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
Reading, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
Reading, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
Lancaster, PA ยท On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Customer Service Associate
Lancaster, PA ยท On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Customer Service Associate
East Petersburg, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Customer Service Associate
East Petersburg, PA ยท On-site
$15 - $18.75/hr
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 beloved brand that is committed to ...
Client Service Associate information
See Manheim, PA salary details
$7.90 - $9.40
3% of jobs
$9.40 - $10.89
8% of jobs
$10.89 - $12.39
12% of jobs
$12.49 is the 25th percentile. Wages below this are outliers.
$12.39 - $13.88
28% of jobs
$13.88 - $15.38
15% of jobs
$16.61 is the 75th percentile. Wages above this are outliers.
$15.38 - $16.88
11% of jobs
$16.88 - $18.37
8% of jobs
$18.37 - $19.87
5% of jobs
$19.87 - $21.36
4% of jobs
$21.36 - $22.86
3% of jobs
$22.86 - $24.35
2% of jobs
$7
$15
$24
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?

Full-time
Medical, Dental, Vision, Retirement
Re-posted 13 days ago
Job description
Smoker Wealth Management, LLC, a prestigious financial services firm based in Lancaster, PA, is seeking a motivated and professional Registered Client Service Associate to join our dedicated team. In this comprehensive role, you will serve as a crucial liaison between our clients and financial advisors, ensuring exceptional service and client satisfaction.
As a Registered Client Service Associate, you will leverage your knowledge of financial products and services to assist clients with their accounts, processing transactions, and addressing inquiries with professionalism and efficiency. Your ability to build relationships, combined with a strong understanding of our clients' needs, will play a pivotal role in enhancing their experience with our firm. If you are looking to advance your career in the financial industry while supporting clients in achieving their financial goals, we encourage you to apply!
Requirements
ย ย ย ย ย ย Previous experience in a client service or financial advisory role is highly preferred.
ย ย ย ย ย ย Exceptional interpersonal and communication skills, both verbal and written.
ย ย ย ย ย ย Proven ability to manage multiple tasks efficiently while maintaining attention to detail.
ย ย ย ย ย ย Strong proficiency in Microsoft Office Suite and CRM software, particularly Redtail.
ย ย ย ย ย ย Ability to pass a criminal and financial background check.
Roles/Duties:
ย ย ย ย ย ย Act as the primary point of contact for clients, responding to inquiries and providing information about their accounts.
ย ย ย ย ย ย Support financial advisors by preparing reports, processing account transactions, and maintaining compliance documentation.
ย ย ย ย ย ย Build and maintain strong relationships with clients to ensure their needs are addressed promptly and accurately.
ย ย ย ย ย ย Assist clients with account openings, transfers, and related activities.
ย ย ย ย ย ย Maintain accurate and up-to-date client records within Redtail CRM and imaging systems.
ย ย ย ย ย ย Ensure confidentiality and security of client information as per company policies and industry regulations.
ย ย ย ย ย ย Help organize client events and marketing initiatives to enhance client engagement.
ย ย ย ย ย ย Participate in process improvements to enhance operational efficiency and client service.
ย ย ย ย ย ย Other duties as assigned.
This position offers pathways for advancement within our firm, including opportunities to progress to advisory roles based on performance and licensure.
Benefits
- Medical, Dental, Vision Insurance
- 401K Match
- Opportunities for professional growth and career advancement
About Smoker & Company
Sourced by ZipRecruiter
Industry
Accounting services
Company size
51 - 200 Employees
Headquarters location
Leola, PA, US
Year founded
1982