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Client Service Associate Jobs in Warren, RI (NOW HIRING)

Citizens

Private Wealth, Client Associate

Johnston, RI · On-site

$35 - $44/hr

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.

PathStone

Associate, Client Advisory

Providence, RI

Associate, Client Advisory Job Category: Advisory Requisition Number: ASSOC001513 Posted: May 19 ... Our services include investment advisory, as well as integrated planning and coordination across ...

Pathstone

Associate, Client Advisory

Providence, RI · On-site

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

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Client Service Associate information

See Warren, RI salary details

$8

$17

$27

How much do client service associate jobs pay per hour?

As of May 31, 2026, the average hourly pay for client service associate in Warren, RI is $17.05, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $19.13 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

What jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer 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 cities near Warren, RI are hiring for Client Service Associate jobs? Cities near Warren, RI with the most Client Service Associate job openings:
Client Service Associate jobs near you

Client Service Specialist

Hello Sunshine Travels

Narragansett, RI • Remote

$16.75 - $22.25/hr

Other

Posted 9 hours ago

Job description

About the job Client Service Specialist
Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We provide the tools, training, and ongoing support to empower motivated individuals to become successful booking agents.
Our mission is to inspire and equip self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients. Whether booking your own getaways or planning dream vacations for others, our team members enjoy the freedom of being their own boss and earning income doing what they love.
We're expanding and looking for passionate individuals who are:

  • Self-motivated
  • Excited about travel
  • Ready to turn their love of vacations into a thriving business opportunity
At Hello Sunshine Travels, we believe travel shouldn't just be an adventure - it can also be a paycheck.
Role Description
This is a full-time remote position for a Client Services Associate. In this role, you'll handle customer inquiries and deliver exceptional service to clients. Daily responsibilities include responding to emails and calls, resolving client concerns, assisting with bookings and reservations, and ensuring overall satisfaction. You'll also collaborate with the finance team to process payments, support budgeting, and manage invoices.
Qualifications
  • Strong Client Services and Customer Support skills
  • Excellent communication and interpersonal abilities
  • Basic understanding of finance and payment processes
  • Proven multitasking and organizational skills
  • Problem-solving mindset with attention to detail
  • Experience in the travel or hospitality industry is a plus

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