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Client Service Associates Jobs (NOW HIRING)

Red Shift

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 ...

Mariner Finance

Client Service Associate

Pine Hills, FL · On-site

$13.50 - $18.75/hr

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 ...

Mariner Finance

Client Service Associate

Ankeny, IA · Hybrid

$13.50 - $18.75/hr

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 ...

Mariner Finance

Client Service Associate

Orlando, FL · On-site

$12.75 - $17.75/hr

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 ...

Mariner Finance

Client Service Associate

Des Moines, IA · Hybrid

$14.25 - $19.50/hr

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 ...

Mariner

Client Service Associate

West Des Moines, IA · Hybrid

$14.25 - $19.75/hr

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 ...

Mariner

Client Service Associate

West Des Moines, IA · On-site

$47K - $78K/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 ...

Mariner

Client Service Associate

Nashville, TN · On-site

$60K - $90K/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 ...

Mariner Finance

Client Service Associate

Indianola, IA · Hybrid

$13.75 - $18.75/hr

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 ...

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 ...

Mariner Finance

Client Service Associate

Oakbrook Terrace, IL · On-site

$14.50 - $20/hr

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 ...

Mariner Finance

Client Service Associate

Sioux Falls, SD · On-site

$14.50 - $20/hr

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 ...

Mariner

Client Service Associate

Orlando, FL

$13.50 - $18.75/hr

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 ...

Mariner

Client Service Associate

Sioux Falls, SD · On-site

$14.50 - $20/hr

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 ...

Mariner Finance

Client Service Associate

West Des Moines, IA · Hybrid

$14.25 - $19.75/hr

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 ...

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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

redShift Recruiting

Manhattan, NY

$22 - $25/hr

Full-time

Posted 17 days ago

Job description

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)

Position Overview

A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. This role blends administrative support with client-facing responsibilities and offers strong training, professional development, and long-term growth opportunities.


The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations. While this role may be based near the front of the office, it is not a receptionist position and involves meaningful operational and client support work.


Key Responsibilities

  • Provide administrative and client service support to wealth management professionals
  • Greet clients and visitors in a professional, welcoming manner
  • Prepare, review, and process documentation with a high level of accuracy
  • Manage emails, scheduling, and internal coordination for assigned teams
  • Support data entry, reporting, and document management using financial systems
  • Assist with ongoing client service requests and follow-up activities
  • Learn and utilize financial software platforms; training provided
  • Support day-to-day office operations as needed

Qualifications

  • Highly organized, detail-oriented, and professional demeanor
  • Strong numerical aptitude with excellent accuracy
  • Prior administrative or client support experience preferred
  • Proficiency with Microsoft Office, especially Excel and PDF tools
  • Ability to learn financial services software and processes
  • Bachelor's degree preferred but not required
  • Financial services experience or investment licenses are a plus
  • Stable work history and strong reliability required
  • Willingness to work onsite in a New York City office daily

To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-me

redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.