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Client Service Associates Jobs (NOW HIRING)

Mariner

Client Service Associate

Omaha, NE · 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 ...

Southwestern Companies

Client Service Associate

Nashville, TN · On-site

$14 - $19.25/hr

The Client Service Associate is responsible for supporting our client service team by handling foundational service tasks that do not require a Property & Casualty license. This position is ideal for ...

PNC Bank

Client Service Associate

Cleveland, OH · On-site

$52K - $87K/yr

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing ...

NFP Corp

Associate, Client Service

Madison, WI

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process ...

Choreo

Client Service Associate

Petaluma, CA

$16.75 - $23/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

PNC Bank

Client Service Associate

Baltimore, MD · On-site

$57K - $96K/yr

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process ...

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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

Mariner

Omaha, NE • On-site

$60K - $75K/yr

Full-time

Posted 13 days ago

Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. 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 building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
Responsibilities
  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned

Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus

Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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