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Client Service Associate Jobs (NOW HIRING)

Alphabe Insight

Client Service Associate

Charlotte, NC · On-site

$37K - $41K/yr

Client Service Associate At GG Media, we believe great teams are built through strong leadership, collaboration, and continuous development. We are committed to creating a positive and results-driven ...

Trust Point Inc.

Client Service Associate

Minneapolis, MN · On-site

$15.25 - $21/hr

Client Service Associate Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department.

Mariner

Client Service Associate

Manasquan, NJ · On-site

$65K - $95K/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 ...

Alphabe Insight

Client Service Associate

Fayetteville, NC · On-site

$48K - $52K/yr

Client Service Associate At Elevare Branding, we believe in building powerful brand identities through strategic communication, integrity, and creativity. Our team collaborates with forward-thinking ...

Corps Team

Client Service Associate

Seattle, WA · On-site

$28 - $30/hr

Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6 month contract role in New York, NY or Seattle, WA.

Elevare Branding

Client Service Associate

Fayetteville, NC · On-site

$48K - $52K/yr

Client Service Associate At Elevare Branding, we believe in building powerful brand identities through strategic communication, integrity, and creativity. Our team collaborates with forward-thinking ...

New

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals ...

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...

BeloForm Craft

Client Service Associate

Santa Ana, CA · On-site

$50K - $60K/yr

Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our ...

New

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$17 - $23.50/hr

The Client Service Associate is a key member of the service team for each client and serves as the liaison that facilitates the relationship between the client and the custodian. Primary ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals ...

Beacon Pointe Advisors

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

Client Service Associate We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join ...

Kestra Financial

Client Service Associate

Trenton, NJ · On-site

$14.50 - $20/hr

Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service Associate is responsible for ...

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Aug 20, 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 is a client service associate?

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.

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 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.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.
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Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.

Client Service Associate

Alphabe Insight

Charlotte, NC • On-site

$37K - $41K/yr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Client Service Associate

At GG Media, we believe great teams are built through strong leadership, collaboration, and continuous development. We are committed to creating a positive and results-driven workplace where individuals are empowered to grow professionally while making a meaningful impact. If you're passionate about motivating others and driving team success, we'd love to hear from you.

Job Description

GG Media is seeking a professional and customer-focused Client Service Associate to join our growing team in Charlotte, NC. This role is ideal for someone who enjoys working with people, solving problems, and ensuring every client receives exceptional support. As a Client Service Associate, you will serve as a key point of contact, helping maintain strong client relationships while supporting daily business operations in a fast-paced, team-oriented environment.

Responsibilities

  • Welcome and assist clients with professionalism and courtesy.
  • Build and maintain positive relationships with clients.
  • Respond to client inquiries and provide timely, accurate information.
  • Coordinate with internal departments to ensure efficient service delivery.
  • Maintain accurate client records and documentation.
  • Resolve client concerns with a solution-oriented approach.
  • Support administrative and operational tasks as needed.
  • Contribute to a positive and collaborative team environment.
Qualifications
  • Excellent communication and interpersonal skills.
  • Strong organizational and time management abilities.
  • Professional attitude with a customer-first mindset.
  • Ability to multitask and prioritize responsibilities effectively.
  • Detail-oriented with strong problem-solving skills.
  • Comfortable working both independently and as part of a team.
  • Eagerness to learn, grow, and develop professionally.
Additional Information
  • Competitive salary ($37,000–$41,000 annually).
  • Career growth and advancement opportunities.
  • Professional training and skill development.
  • Supportive and collaborative work environment.
  • Stable full-time employment.
  • Opportunity to build valuable client service and communication skills.
  • Performance-driven culture that recognizes dedication and achievement.

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