ZipRecruiter

Log In

1

Client Service Operations Associate Jobs (NOW HIRING)

Stone Arch Advisory Group

Operations Associate

Edina, MN · On-site

$47K - $72K/yr

Operations Associate Operations & Implementation Team | Client Service, Insurance & Investment Execution Position Title Operations Associate Department Operations & Implementation Team Location Edina ...

Stifel

Registered Client Service Associate

Houston, TX · On-site

This role combines client service, account administration, transaction support, and operational ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

previous page

Showing results 41-60

All JobsBusiness JobsCustomer Service JobsCustomer Service Representative JobsClient Service Operations Associate Jobs

Client Service Operations Associate information

See salary details

$11

$26

$53

How much do client service operations associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for client service operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

What cities are hiring for Client Service Operations Associate jobs?

Cities with the most Client Service Operations Associate job openings:

What states have the most Client Service Operations Associate jobs?

States with the most job openings for Client Service Operations Associate jobs include:

What are popular job titles related to Client Service Operations Associate jobs?

For Client Service Operations Associate jobs, the most frequently searched job titles are:

Client Service Operations Associate jobs near you

Client Service Operations Manager - Wealth Management

Bellevue, WA • On-site

Coldstream Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

$100K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description


Coldstream Wealth Management is looking for an experienced Operations Manager to lead client service for one of our Bellevue teams. If you are passionate about ensuring exceptional client experience and mentoring and developing team members, we want to hear from you!
Our team Operations Manager position partners with the Team Lead to guide the wealth management team, providing day-to-day leadership and oversight of the team's client service group. They manage the team's workflows, processes, and internal operations, ensuring consistent implementation of best practices. They directly supervise the client service team members, with responsibility for hiring, training, career development, recommending compensation, and staffing strategy.
This role is ideal for someone with multiple years of wealth management client service/operations experience who has taken on or is ready to take on additional leadership responsibilities, including people management, mentoring, delegation, workflow management, and operational oversight.
We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday currently, with the potential for adding Thursdays, from 7:00 a.m. to 4:00 p.m.) and the flexibility to work remotely on the other days.
Specific responsibilities include:
  • Team Leadership & Management
    • Serve as the day-to-day leader and primary resource for the team's Client Service Associates and Wealth Management Associates, providing management, direction, mentorship, and support.
    • Delegate and oversee client service workflow, ensuring tasks are appropriately prioritized, completed accurately, and delivered on time.
    • Review work completed by client service team and provide coaching and feedback to support their professional development.
    • Oversee onboarding and training of new client service team members.
    • Identify opportunities to improve team processes, efficiency, and client experience.
  • Partnership with Team Lead
    • Act as a key partner to the Team Lead in the day-to-day management of the team.
    • Assist the Team Lead with strategic planning, goal setting, and implementation of team initiatives and best practices.
    • Help monitor team priorities, workflows, and capacity to ensure the team operates effectively.
    • Manage team meetings, events, and initiatives.
    • Step in to provide leadership when the Team Lead is unavailable.
  • Firm Engagement
    • Collaborate with Client Team Operations Manager colleagues across the firm to support consistent, high-quality client experience.
  • Client Service
    • Serve as a primary point of contact for a select group of clients, functioning as their Senior Wealth Management Associate.
    • Deliver exceptional client service by anticipating client needs, addressing concerns, and resolving issues efficiently.
    • Participate in client meetings and present ideas and concepts in an organized and effective manner.
    • Prepare meeting materials and summaries and manage post-meeting action items.
    • Oversee the gathering and maintenance of client information and ensure data integrity within the CRM.
    • Assist Wealth Managers in developing and implementing financial plans and utilizing financial planning tools and analysis to support client financial decisions.
    • Oversee the new client onboarding process and ongoing account maintenance.

Experience and Skills
  • 5-10 years of progressively responsible experience in the wealth management industry, including training/oversight/mentorship of client service team members or interns
  • A Bachelor's degree
  • Series 65 license plus FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense)
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred Excellent written and verbal communication skills
  • Strong organizational, prioritization, and delegation abilities with consistent attention to detail
  • Demonstrated commitment to a positive client experience

Job Benefits
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts at $100k - $140k, plus an annual bonus opportunity and a generous benefits package. Licensed individuals are eligible to participate in our New Business Incentive program as well.
As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We've created a full benefits package that focuses on the growth, health, and wellness of our team members:
  • Pay: Competitive base salary plus annual bonus
  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 401(k): 100% company match up to 4% of your annual pay
  • Stock: Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off: Starting at 20 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
  • Parking: heavily subsidized parking (you pay $36 per month) or transit pass
  • Wellness reimbursement
  • Paid Parental leave: 12 weeks paid for all new parents
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, and Kirkland, WA, Portland and Bend, OR, Boise, ID, and Kenai, AK. For more on Coldstream, please visit www.coldstream.com.
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Apply