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Client Service Associate Jobs (NOW HIRING)

The Fidelity Bank

Client Service Associate

Cary, NC

$14.75 - $20.50/hr

Client Service Associate The Client Service Associate provides high-touch administrative and client service support to Wealth Advisors and the broader wealth management team. This role is critical to ...

Ascendo

Client Service Associate

Miami, FL

$13.75 - $19.25/hr

Client Service Associate (CSA) - Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client Service Associate (CSA) to support advisors and deliver a high ...

Mariner

Client Service Associate

Bloomfield Hills, MI

$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 ...

New

Alphabe Insight

Client Service Associate

Rochester, NY

$45K - $49K/yr

Client Service Associate Lumina Agency Inc is a forward-thinking organization dedicated to delivering structured, efficient, and high-quality project solutions for our clients. We value precision ...

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

Sioux Falls, SD

$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 ...

Mariner Finance

Client Service Associate

Southside Place, TX · On-site

$13 - $18/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 ...

New

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$12.75 - $17.75/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

Azalea Park, FL · On-site

$13 - $18/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

Orlando, FL · On-site

$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 ...

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

Sioux Falls, SD · On-site

$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 ...

Mariner Finance

Client Service Associate

Bellaire, TX · On-site

$13 - $18/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 ...

New

Mariner

Client Service Associate

Scottsdale, AZ · On-site

$60K - $75K/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 ...

New

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$13 - $18/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

Birmingham, MI · On-site

$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 ...

New

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Jun 12, 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 does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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.

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 is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

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 job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

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.
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 June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.

Client Service Associate

The Fidelity Bank

Cary, NC

$14.75 - $20.50/hr

Other

Posted 7 days ago

Job description

Client Service Associate

The Client Service Associate provides high-touch administrative and client service support to Wealth Advisors and the broader wealth management team. This role is critical to delivering a consistent, professional client experience by supporting onboarding, account servicing, meeting preparation, documentation follow-through, and day-to-day client needs. The Client Service Associate serves as a key partner to advisors, ensuring operational excellence and exceptional service delivery.

Principal Accountabilities:

  • Serve as first point of contact for routine client inquiries, delivering timely, accurate, and professional service and escalating complex needs as appropriate.
  • Support ongoing client stewardship by tracking review schedules, outreach cadence, and follow-up deliverables.
  • Maintain a high standard of confidentiality, accuracy, and responsiveness in all client interactions.
  • Coordinate client onboarding workflows, including account opening, documentation collection, and coordination with internal partners.
  • Ensure client records are complete and accurate across systems and CRM platforms. Serve as a system subject matter expert.
  • Assist with service requests, documentation updates, and routine account maintenance.
  • Prepare meeting materials, reports, and presentations for client reviews and advisor meetings.
  • Coordinate scheduling, meeting logistics, and follow-up actions.
  • Maintain organized electronic files and documentation in accordance with Bank standards.
  • Partner closely with advisors and other team members to ensure seamless execution of client service and operational tasks.
  • Support process consistency and service excellence by following established procedures and identifying opportunities for improvement.

Basic Qualifications:

Bachelors degree with a minimum of 2 years experience in wealth management, banking, financial services or an equivalent combination of education and experience.

Additional Qualifications:

  • Strong attention to detail with the ability to manage multiple priorities in a fast paced environment.
  • Proficiency with Microsoft Office and CRM systems.
  • Service oriented with a focus on consistency and client satisfaction.
  • Strong organizational and follow-through skills.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity Employer

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