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Client Service Associates Jobs (NOW HIRING)

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing ...

Boutique Recruiting

Client Service Associate

Naples, FL · On-site

$60K - $75K/yr

Support a team-based service model by collaborating with fellow Client Service Associates and planners across the firm * Participate in client events and contribute ideas that improve processes ...

New

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service ...

Client Services

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional ... service skills, and the ability to collaborate effectively with various internal departments to ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Client Services

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional ... service skills, and the ability to collaborate effectively with various internal departments to ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Old Greenwich, CT · On-site

$35K - $61K/yr

... Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Global Channel Management

Client Service Assoc

Chicago, IL · On-site

$15 - $20.50/hr

About the job Client Service Assoc Client Service Assoc needs 4+ years experience Client Service Assoc requires: * Customer service * Client service rep * CRM Client Service Assoc duties: * Assist in ...

ShortList Recruitment Limited

$14.75 - $20.50/hr

\n \n \n Client Service Associate, Investment Services USA Remote Up to $140,000 ShortList is recruiting for a Client Service Associate for a specialist investment advisory firm with an established ...

New

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep ...

Arthur J. Gallagher & Co.

Client Service Associate

Austin, TX · On-site

$14.25 - $19.75/hr

Branch Client Service Associate I The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the ...

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Client Service Associates information

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How much do client service associates jobs pay per hour?

As of Aug 27, 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 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 CRM tools to ensure client satisfaction and retention.

What is the role of a client service associate?

A client service associate is responsible for supporting clients by addressing inquiries, providing account information, and ensuring a positive experience. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain knowledge of company products or services to assist clients effectively.

What states have the most Client Service Associates jobs?

States with the most job openings for Client Service Associates jobs include:

Client Service Associates jobs near you
Infographic showing various Client Service Associates job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.

Client Service Associate

Auburn, IN • On-site

Credent Wealth Management
Finance and Insurance • 51 - 200 employees
Learn more about Credent Wealth Managementexternal

$13.50 - $18.75/hr

Other

Posted 11 days ago

Job description

Client Service Associate

Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship. Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience beyond expectations. This role will also perform fund transactions, meet with clients for goal reviews each year, assist clients with accessibility to online client systems, and provide overall support to the advisory team through document preparations, proposals, risk management reviews, and troubleshooting system business processes.

Job Responsibilities:

  • Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.
  • Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes.
  • Create, transfer, and update client households in CRM, custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events.
  • Identify, communicate, assist, and resolve questions and concerns from clients with online systems access, functionality, and provide demo use when necessary.
  • Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, RMDs, account roll-overs, security holdings, and investments.
  • Assist the Client Care Coordinator (CCC) role when necessary, providing scheduling support, answering and routing phone calls to team members.
  • Prepare, hosts, and attends assorted web conference calls and other office meetings about new business processes, systems use, onboarding/offboarding updates, etc
  • Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations
  • Comply with company-wide policies and SEC regulations

Knowledge, Skills and Abilities:

  • Progressive analytical knowledge, client service, and interpersonal skills
  • Excellent verbal, written, and presentation communication skills
  • General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.)
  • Adaptable, detail-oriented, and creative problem-solving skills
  • Ability to multitask, learn, and think beyond the current process
  • Proficient in Microsoft Office suite

Education and Experience:

  • High School Diploma, Associate's, Bachelor's Degree in Finance, or Business Administration a plus
  • 1+ year in Finance, Banking, Tax, or Accounting; Customer service experience preferred

Other:

  • Series 65 License achieved within 30-60 days after hire

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