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Client Service Associates Jobs (NOW HIRING)

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will ...

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will ...

redShift

Client Service Associate

Manhattan, NY · On-site

$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

Client Service Associate

Scottsdale, AZ · On-site

$60K - $75K/yr

As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love ...

redShift

Client Service Associate

Manhattan, NY · On-site

$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

Client Service Associate

Bloomfield, MI · On-site

$60K - $75K/yr

As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love ...

Mariner

Client Service Associate

Manasquan, NJ · On-site

$65K - $95K/yr

As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love ...

Mariner

Client Service Associate

Sioux Falls, SD · On-site

$58K - $73K/yr

As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love ...

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How much do client service associates jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for client service associates 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 Client Service Associates?

Client Service Associates are professionals who support clients by addressing their inquiries, managing account information, and assisting with transactions. They often work in financial services, banking, or other client-focused industries, acting as a bridge between clients and the company. Their responsibilities include answering questions, processing paperwork, and ensuring a high level of customer satisfaction. Strong communication and organizational skills are essential for this role.

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 skills, attention to detail, and a background in business or finance, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes FINRA Series 7 or 63 certifications is typical. Outstanding interpersonal skills, problem-solving abilities, and a client-focused mindset help you excel in client interactions. These skills and qualifications are crucial for building lasting client relationships, ensuring accurate transactions, and supporting business growth in a competitive environment.

What is the difference between Client Service Associates vs Customer Service Representatives?

AspectClient Service AssociatesCustomer Service Representatives
Required CredentialsHigh school diploma; some roles may prefer associate or bachelor's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, various industries
Employer & Industry UsageFinancial services, wealth managementRetail, telecommunications, hospitality
Common Search & ComparisonClient Service Associates vs Customer Service Representatives

Client Service Associates typically work in financial settings, handling client accounts and providing specialized support, often requiring financial knowledge. Customer Service Representatives work across various industries, focusing on general customer inquiries and support. While both roles involve client interaction, Client Service Associates usually require more industry-specific credentials and work in more specialized environments.

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 work in financial, banking, or customer service environments, utilizing communication skills and tools like CRM software to ensure client satisfaction and retention.

Is a CSA job stressful?

Client Service Associate (CSA) roles can be stressful due to high client interaction, meeting performance targets, and managing multiple tasks simultaneously. Success in the role often requires strong communication skills, problem-solving abilities, and the ability to work under pressure in a fast-paced environment.

How do Client Service Associates typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to support client needs, prepare necessary documentation, and ensure that all administrative tasks are handled efficiently. They often act as the first point of contact for clients, relay important information, and coordinate with operations or compliance teams to facilitate account management. Strong communication and organizational skills are essential, as the role involves frequent collaboration to provide seamless service and maintain client satisfaction.

What skills do you need to be a client service associate?

A client service associate needs strong communication and interpersonal skills to effectively interact with clients. They should have good organizational abilities, attention to detail, and proficiency with customer relationship management (CRM) software. Problem-solving skills and the ability to handle multiple tasks in a fast-paced environment are also important.

What jobs pay 4000 a week without a degree?

Client Service Associates typically do not earn $4,000 weekly without specialized experience or certifications. High-paying roles that can reach this level without a degree often include sales positions, real estate brokers, or certain entrepreneurial ventures, but they usually require strong skills, networking, or licensing rather than formal education.
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Client Service Associates jobs near you
Infographic showing various Client Service Associates job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 26% Part Time, and 1% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.
Client Service Associate

Client Service Associate

Highland Consulting Associates, Inc.

Westlake, OH • On-site

$13.50 - $18.50/hr

Full-time

Re-posted 17 days ago

Job description

Salary:

We are looking for a passionate and talented client service associate to join our dynamic team and make a tangible difference in the success of our clients. The client service associate is responsible for creating client deliverables and working with consultants to create an overall excellent client experience.


The position is full-time non-exempt, with the activities varying based upon client needs and meeting schedules. Some work may be completed remotely, but regular attendance for onsite team purposes and meetings is required.


You will:

  • Prepare detailed reports and compelling presentations that clearly communicate findings and recommendations
  • Client communication and inquiries, as needed
  • Cross-functional collaboration with internal teams
  • Complete special projects related to internal strategies and procedures


We are seeking candidates with:

  • An Associates Degree or higher (required)
  • At least 2 years of relevant experience at a professional services firm (preferred)
  • Proficiency with computers including MS Office (e.g. MS Excel, MS Word, and MS PowerPoint)
  • The ability to perform work at a steady and consistent pace with a high degree of accuracy and attention to detail
  • The ability to speak and write with great specificity and knowledgeable detail in areas of responsibility