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Client Service Associates Jobs (NOW HIRING)

Kestra Financial

Client Service Associate

Raleigh, NC

$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 ...

Globalchannelmanagement

Client Service Assoc

Chicago, IL · On-site

$28 - $29/hr

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

Boutique Recruiting

Client Service Associate

Bozeman, MT · On-site

$50K - $57K/yr

Client Service Associate This role is essential for supporting a financial advisor and ensuring a high level of client service. The position involves interacting with clients, managing operational ...

Fidelity Bank

Client Service Associate

Cary, NC

$14.75 - $20.50/hr

The Client Service Associates 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 ...

Boutique Recruiting

Client Service Associate

Wayland, MA · On-site

$70K - $85K/yr

Hybrid A boutique financial advisory firm based in Wayland, MA is hiring a detail-oriented licensed Client Service Associate to support high-touch client service operations. This hybrid role offers ...

The Right Click, Inc.

Client Service Associate

Darien, CT

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with ...

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 ...

Alphabe Insight

Client Service Associate

Rochester, NY · On-site

$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 ...

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 ...

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 ...

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 ...

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 ...

redShift

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 ...

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 ...

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How much do client service associates jobs pay per hour?

As of Jun 5, 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 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.

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 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 is a client service associate's job description?

A client service associate is responsible for assisting clients with their accounts, addressing inquiries, and providing support to ensure customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and require strong communication and organizational skills. The role typically involves working in financial or service industries and may require relevant certifications or training.

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.

More about Client Service Associates jobs
What states have the most Client Service Associates jobs? States with the most job openings for Client Service Associates jobs include:
What job categories do people searching Client Service Associates jobs look for? The top searched job categories for Client Service Associates jobs are:
Client Service Associates jobs near you
Infographic showing various Client Service Associates job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 70% Full Time, 26% Part Time, and 2% Contract. Highlights an 88% Physical, 4% 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

Kestra Financial

Raleigh, NC

$14 - $19.50/hr

Other

Posted 5 days ago

Job description

Who We are:

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want:

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 the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs.

Client Service Associate Summary

The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

  • Ensure adherence to appropriate client service models

  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives

  • Other responsibilities as assigned by the Senior Client Service Associate Supervisory

  • Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential

  • Excellent communication skills, both verbally and in writing

  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once

  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

  • Bachelor’s degree in a business-related field preferred

  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)

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