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Client Service Associates Jobs (NOW HIRING)

SPS North America

Client Service Associate

Lake Mary, FL · On-site

$12.75 - $17.50/hr

Client Services Associate Location: Lake Mary, FL Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who enjoys keeping an office running ...

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 ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Kestra Financial

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

SPS North America

Client Service Associate

Westlake, TX · On-site

$14 - $19.25/hr

Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance A growing boutique wealth management firm is ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service ...

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 ...

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 ...

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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 7, 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 tools like CRM software 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, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and smooth operations.

Is a client service associate entry level?

Yes, client service associate positions are typically entry-level roles that require basic customer service skills, communication abilities, and sometimes familiarity with financial or client management software. Many employers offer on-the-job training and do not require extensive prior experience or advanced certifications.
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 August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.

Client Service Associate

Kestra Financial Independent Advisor

Chicago, IL • On-site

$15 - $20.50/hr

Full-time

Posted 17 days ago

Job description

Client Service Associate Summary
The Client Service Associate reports to the Senior Client Service Associate 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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