... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
Client Service Coordinator
Memphis, TN ยท On-site
$15 - $18.69/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator
Memphis, TN ยท On-site
$15 - $18.69/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
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 ...
Veterinary Client Service Representative
Hernando, MS ยท On-site
$12 - $15/hr
Veterinary Client Service Representative Department: Receptionists Employment Type: Full Time Location: Hernando, Mississippi Compensation: $12.00 - $15.00 / hour Description We aim to break the mold ...
Veterinary Client Service Representative
Hernando, MS ยท On-site
$12 - $15/hr
Veterinary Client Service Representative Department: Receptionists Employment Type: Full Time Location: Hernando, Mississippi Compensation: $12.00 - $15.00 / hour Description We aim to break the mold ...
Veterinary Client Service Representative
$14.25 - $19.25/hr
Have experience in customer service * Excel in client satisfaction & compassion * Be able to provide high-quality patient care * Have outstanding verbal communication skills * Be friendly & outgoing
Quick apply
Veterinary Client Service Representative
$14.25 - $19.25/hr
Have experience in customer service * Excel in client satisfaction & compassion * Be able to provide high-quality patient care * Have outstanding verbal communication skills * Be friendly & outgoing
Veterinary Client Service Representative
Collierville, TN ยท On-site
$14.25 - $19.25/hr
Have experience in customer service * Excel in client satisfaction & compassion * Be able to provide high-quality patient care * Have outstanding verbal communication skills * Be friendly & outgoing
Veterinary Client Service Representative
Collierville, TN ยท On-site
$14.25 - $19.25/hr
Have experience in customer service * Excel in client satisfaction & compassion * Be able to provide high-quality patient care * Have outstanding verbal communication skills * Be friendly & outgoing
Customer Service Representative
Memphis, TN ยท On-site
$24 - $26/hr
The Client Services Representative (not to be confused with Client Service Associates) will be responsible for supporting the Client Services team located at the St. Petersburg, FL home office. * The ...
Quick apply
Customer Service Representative
Memphis, TN ยท On-site
$24 - $26/hr
The Client Services Representative (not to be confused with Client Service Associates) will be responsible for supporting the Client Services team located at the St. Petersburg, FL home office. * The ...
Stateline Animal Clinic is seeking an outgoing Veterinary Assistant / Client Service Representative to serve as the welcoming face of our hospital. This is a unique hybrid role that is approximately ...
Quick apply
Stateline Animal Clinic is seeking an outgoing Veterinary Assistant / Client Service Representative to serve as the welcoming face of our hospital. This is a unique hybrid role that is approximately ...
Veterinary Assistant / Client Service Representative
Southaven, MS ยท On-site
$14 - $17/hr
Stateline Animal Clinic is seeking an outgoing Veterinary Assistant / Client Service Representative to serve as the welcoming face of our hospital. This is a unique hybrid role that is approximately ...
Veterinary Assistant / Client Service Representative
Southaven, MS ยท On-site
$14 - $17/hr
Stateline Animal Clinic is seeking an outgoing Veterinary Assistant / Client Service Representative to serve as the welcoming face of our hospital. This is a unique hybrid role that is approximately ...
We strive to exceed expectations and sweep our clients off their feet with our superb customer service and tailored veterinary care. Our focus is on being a place of comfort for our clients and pets ...
Quick apply
We strive to exceed expectations and sweep our clients off their feet with our superb customer service and tailored veterinary care. Our focus is on being a place of comfort for our clients and pets ...
We strive to exceed expectations and sweep our clients off their feet with our superb customer service and tailored veterinary care. Our focus is on being a place of comfort for our clients and pets ...
We strive to exceed expectations and sweep our clients off their feet with our superb customer service and tailored veterinary care. Our focus is on being a place of comfort for our clients and pets ...
FHNF CLIENT SERVICES ANALYST
Memphis, TN ยท On-site
FHN Financial has invested in Information Technology to provide superior service to our customers ... clients, communities and associates unlock their full potential with capital and counsel.
FHNF CLIENT SERVICES ANALYST
Memphis, TN ยท On-site
FHN Financial has invested in Information Technology to provide superior service to our customers ... clients, communities and associates unlock their full potential with capital and counsel.
FHN Financial has invested in Information Technology to provide superior service to our customers ... clients, communities and associates unlock their full potential with capital and counsel.
FHN Financial has invested in Information Technology to provide superior service to our customers ... clients, communities and associates unlock their full potential with capital and counsel.
FHN Financial has invested in Information Technology to provide superior service to our customers ... clients, communities and associates unlock their full potential with capital and counsel.
FHN Financial has invested in Information Technology to provide superior service to our customers ... clients, communities and associates unlock their full potential with capital and counsel.
FHNF CLIENT SERVICES ANALYST
Memphis, TN ยท On-site
FHN Financial has invested in Information Technology to provide superior service to our customers ... clients, communities and associates unlock their full potential with capital and counsel.
FHNF CLIENT SERVICES ANALYST
Memphis, TN ยท On-site
FHN Financial has invested in Information Technology to provide superior service to our customers ... clients, communities and associates unlock their full potential with capital and counsel.
If so our, Lead Customer Service Associate at ZIPS Car Wash located at 4234 Hacks Cross Rd, Memphis, TN, is the perfect position for you! You will bring joy to people's journeys by creating a ...
Quick apply
If so our, Lead Customer Service Associate at ZIPS Car Wash located at 4234 Hacks Cross Rd, Memphis, TN, is the perfect position for you! You will bring joy to people's journeys by creating a ...
Customer Service Associate
Senatobia, MS ยท On-site
$12 - $16.50/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Quick apply
Customer Service Associate
Senatobia, MS ยท On-site
$12 - $16.50/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate
$13.50 - $18.50/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Quick apply
Customer Service Associate
$13.50 - $18.50/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate
$14.50 - $19.75/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Quick apply
Customer Service Associate
$14.50 - $19.75/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Client Service Associate information
See Memphis, TN salary details
$8.64 - $10.28
3% of jobs
$10.28 - $11.91
8% of jobs
$11.91 - $13.54
12% of jobs
$13.65 is the 25th percentile. Wages below this are outliers.
$13.54 - $15.18
28% of jobs
$15.18 - $16.81
15% of jobs
$18.16 is the 75th percentile. Wages above this are outliers.
$16.81 - $18.45
11% of jobs
$18.45 - $20.08
8% of jobs
$20.08 - $21.72
5% of jobs
$21.72 - $23.35
4% of jobs
$23.35 - $24.99
3% of jobs
$24.99 - $26.62
2% of jobs
$8
$16
$26
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, Life, Retirement, PTO
Re-posted 3 days ago
Job description
Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
- Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
- Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
- Reviews, assesses and responds to all corporate action items and client account alerts.
- Prepares financial reports, spreadsheets and other materials for client meetings.
- Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Skills:
- Company's working structure, policies, mission, and strategies.
- Managed account platforms.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
- Trading terminology.
- Client Relationship Management (CRM) software, or similar contact management software.
- Goal planning software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
Education/Previous Experience
- High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 required.
- Series 63, 65 and/or 66 as required by state.
Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
โข Grow professionally and inspire others to do the same
โข Work with and through others to achieve desired outcomes
โข Make prompt, pragmatic choices and act with the client in mind
โข Take ownership and hold themselves and others accountable for delivering results that matter
โข Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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About Raymond James & Associates The Woodlands, TX
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1 - 10 Employees
Headquarters location
The Woodlands, TX, US
Year founded
1966