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Client Service Associate Jobs (NOW HIRING)

Corps Team

Client Service Associate

Seattle, WA · Hybrid

$43 - $45/hr

Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This ...

Corps Team

Client Service Associate

Manhattan, NY · Hybrid

$43 - $45/hr

Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This ...

Mariner

Client Service Associate

West Des Moines, IA · On-site

$47K - $78K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Elgin, IL · On-site

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Urbandale, IA · Hybrid

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner

Client Service Associate

Nashville, TN · On-site

$60K - $90K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Indianola, IA · Hybrid

$13.75 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Joliet, IL · On-site

$14 - $19.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Altoona, IA · Hybrid

$14 - $19.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner

Client Service Associate

Oakbrook Terrace, IL

$14.50 - $20/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Red Shift

Client Service Associate

Manhattan, NY

$22 - $25/hr

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

Mariner Finance

Client Service Associate

West Des Moines, IA · Hybrid

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner

Client Service Associate

Orlando, FL

$13.50 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner

Client Service Associate

West Des Moines, IA · Hybrid

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Ankeny, IA · Hybrid

$13.50 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Des Moines, IA · Hybrid

$14.25 - $19.50/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner Finance

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner

Client Service Associate

Orlando, FL · On-site

$47K - $78K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of May 30, 2026, the average hourly pay for client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 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.

More about Client Service Associate jobs
What cities are hiring for Client Service Associate jobs? Cities with the most Client Service Associate job openings:
What are the most commonly searched types of Client Service jobs? The most popular types of Client Service jobs are:
Who are the top companies hiring for Client Service Associate jobs? The top employers for Client Service Associate jobs are:
What states have the most Client Service Associate jobs? States with the most job openings for Client Service Associate jobs include:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in the United States as of May 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.
Client Service Associate

Client Service Associate

Corps Team

Seattle, WA • Hybrid

$43 - $45/hr

Other

Posted 22 days ago

Job description

Client Service Associate

Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week.

Job Summary

The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best-in-class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.

Your Role

Our client is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office.

Key Responsibilities / Duties
  • Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
  • Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors
  • Support client communication via team email to provide white-glove service for all channels
  • Answer high level portfolio and strategy related questions
  • Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
  • Contact custodians for service-related matters and custodian paperwork generation
  • Run client information in CRM (Salesforce)
  • Assist in project execution for team initiatives
  • Ability to work across multiple partners and departments to ensure a seamless client experience
  • Maintain a client centric approach while balancing multiple internal and external requests
Work Experience / Knowledge:
  • 3+ years of directly applicable experience, with experience at an RIA or Broker Dealer
  • Understand separately managed account structure
  • Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent communication and teamwork both internally and externally
  • Organized and detail oriented

Pay Rate $43.00 to $45.00 per hour

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