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Client Service Associates Jobs (NOW HIRING)

W3Global Inc.

Client Service Associate

Roanoke, VA

$80K - $110K/yr

Client Service Associate About the Opportunity Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides ...

Choreo

Client Service Associate

Potomac, MD · On-site

$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 ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...

Choreo

Client Service Associate

Rockford, IL

$14.50 - $20/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 ...

Choreo

Client Service Associate

Madison, WI

$14.50 - $20.25/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 ...

Choreo

Client Service Associate

Potomac, MD · On-site

$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 ...

Choreo

Client Service Associate

Petaluma, CA · On-site

$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 ...

Choreo

Client Service Associate

Rockford, IL · On-site

$14.50 - $20/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 ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...

B.F. Saul Company

Client Service Associate

Bethesda, MD

$60K - $80K/yr

Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...

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Client Service Associates information

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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.
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 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 Manager

Client Service Associate / Client Service Manager

Wealth Enhancement Group

Malvern, PA • On-site

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for a Client Service Associate / Client Service Manager! In this critical role, you will drive a culture of exceptional service within our team, providing outstanding support to clients, external partners, and internal advisors. You will play a key part in building long-term relationships, delivering operational excellence, and supporting both individual and team growth in a dynamic and collaborative environment. This position offers the potential for career advancement and future management responsibilities.
This role is an On-site position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000 to $90,000, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Reception and Office Support
  • Greet clients and ensure the office environment is clean and welcoming
  • Schedule meetings with product vendors and sponsors
  • Manage and distribute incoming and outgoing mail, including overnight deliveries
  • Order office marketing materials and coordinate printer supplies and maintenance with vendors and Technology

New Client Onboarding
  • Ensure accurate completion of prospect and new client paperwork and set up
  • Follow up on funds transfers from surrendering companies
  • Maintain CRM database and client files, including filing, copies, and data input
  • Research and resolve any issues with Broker/Dealer, WEG Operations, or vendors
  • Record incoming assets using the appropriate blotting tool

Client Relationship Management
  • Engage with clients to understand their personal history and current financial needs
  • Prepare account transactions including trades, deposits, withdrawals, and required minimum distributions
  • Communicate directly with clients to resolve requests or coordinate with advisors as appropriate, including handling death claim processing
  • Liaise with clients' tax or legal counsel as needed

Client Review Preparation and Follow Up
  • Gather client data and prepare materials for client meetings and reviews
  • Conduct tax research (e.g., 1099s)
  • Complete client review follow-up actions

Industry, Product, and Company Knowledge
  • Demonstrate knowledge and accurate execution of WEG's Suitability Guidelines, operational processes, and sales model
  • Possess a strong understanding of financial terminology and products, including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
  • Attend Client Service and company educational events and vendor presentations

Team and Corporate Support
  • Mentor and train Client Service Associates as needed
  • Assist Advisor Team Operations to streamline processes
  • Complete operational projects to support enhancements and changes
  • Communicate process and sales updates to the team
  • Participate in WEG-offered sessions, such as Micro Monday, ATO Answers, Client Service Community, and RoundTable LIVE
  • Manage vendors to established Service Level Agreements
  • All other duties as assigned.

Education/Qualifications
  • Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
  • Minimum of 3-5 years of industry experience (including at least 1 year at WEG performing as a Client Service Associate for manager-level consideration)
  • Customer service training, knowledge, or experience
  • Ability and interest to learn financial concepts and products
  • Ability to work with deadlines, adapt under pressure, and prioritize work
  • Ability to work effectively as part of a team
  • Ability to train new employees as needed and mentor team members
  • Strong attention to detail and problem-solving skills
  • Excellent oral and written communication skills
  • Proficiency with Microsoft Office Suite and Salesforce; experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $126,000. However, the base salary range bolded above ($60,000 to $90,000) is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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