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Client Service Associates Jobs (NOW HIRING)

The Right Click, Inc.

Client Service Associate

Darien, CT · On-site

$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

Manhattan, NY · On-site

$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 · On-site

$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 ...

Ascendo

Client Service Associate

Miami, FL · On-site

$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 ...

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 ...

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 ...

Red Shift

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 ...

Tang+Company

Client Service Associate

Torrance, CA · On-site

$18/hr

Client Services Associate OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.

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How much do client service associates jobs pay per hour?

As of Jun 26, 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 job makes $10,000 a month without a degree?

Client Service Associates typically do not earn $10,000 a month without specialized experience or advanced skills. High-paying roles that can reach this level without a degree often include sales, real estate, or entrepreneurship, where income depends on performance and commissions. These positions may require strong communication skills, industry knowledge, and a proven track record.

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 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 and services. They often work in financial or customer service environments, utilizing communication skills and CRM tools to ensure client satisfaction and accurate record-keeping.

What does a client services associate do?

A client services associate provides support to clients by addressing inquiries, resolving issues, and ensuring a positive experience. They often handle communication via phone, email, or in person, and may use customer relationship management (CRM) tools to track interactions and follow up on client needs.

Is a client service associate an entry level job?

A client service associate position is often considered entry-level, suitable for individuals with basic communication and customer service skills. Many roles require minimal prior experience and provide on-the-job training, making it accessible for recent graduates or those new to the industry.

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.
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Client Service Associates jobs near you
Infographic showing various Client Service Associates job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 93% Full Time, 4% Part Time, and 2% 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-Wealth Management

Client Service Associate-Wealth Management

Credent Wealth Management

Plano, TX • On-site

$14 - $19.25/hr

Other

Posted 27 days ago

Job description

Client Service Associate
Purpose:
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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