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Client Services Associate Ii Jobs (NOW HIRING)

JGSM

Client Services Associate

Riverview, FL · On-site

As a Client Services Associate, you will serve as a direct liaison between our renowned clients and their valued customer bases. Your primary objective in this role will be to ensure client and ...

KP LLC

Client Services Associate

West Sacramento, CA

$22 - $26/hr

The Client Service Associate is responsible for the overall support to the Client Services ... Associates degree (A.A) from two-year College; plus, one to two years related experience and/or ...

KP LLC

Client Services Associate

West Sacramento, CA · On-site

$22 - $26/hr

The Client Service Associate is responsible for the overall support to the Client Services ... Associates degree (A.A) from two-year College; plus, one to two years related experience and/or ...

ProspectBlue

Client Services Associate

Farmville, VA · On-site

Client Service Associate - Farmville, Virginia ProspectBlue is partnered with a highly respected wealth management firm to identify a Client Service Associate (CSA) to support the firm's Farmville ...

The TCW Group

Client Services Associate

Manhattan, NY · Hybrid

$80K - $100K/yr

Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The ...

The TCW Group

Client Services Associate

Los Angeles, CA · Hybrid

$80K - $100K/yr

Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The ...

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Client Services Associate Ii information

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How much do client services associate ii jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for client services associate ii in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What does a client services associate do?

A Client Services Associate II is responsible for managing client accounts, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and problem-solving skills to support clients effectively.

What are the key skills and qualifications needed to thrive as a Client Services Associate II, and why are they important?

To thrive as a Client Services Associate II, you need strong customer service skills, attention to detail, and a background in business or finance, often with a relevant bachelor’s degree. Familiarity with CRM software, financial platforms, and Microsoft Office Suite is typically required, and FINRA certifications may be beneficial in financial services environments. Excellent communication, problem-solving abilities, and teamwork are crucial soft skills for building client relationships and resolving issues efficiently. These competencies ensure high-quality client support, drive satisfaction, and contribute to overall organizational success.

What opportunities for career advancement are typically available to a Client Services Associate II within a financial services firm?

Client Services Associate II roles often serve as a stepping stone to more senior positions within client services, account management, or even advisory roles. By gaining hands-on experience with client interactions, operational processes, and financial products, associates build a strong foundation for progression. Many firms encourage internal mobility, so high performers may transition into roles such as Senior Client Associate, Relationship Manager, or Operations Supervisor. Additionally, pursuing relevant certifications or additional training can further expand career options within the firm.

Is Associate the lowest position?

In the role of Client Services Associate II, this position is typically considered an entry-level or early-career role within the client services or customer support hierarchy. However, organizations may have lower or internship positions such as Client Services Associate I or trainee roles before reaching this level. Advancement often depends on experience, performance, and additional certifications or skills.

What are Client Services Associate II?

A Client Services Associate II is a mid-level professional who supports clients by addressing their inquiries, processing transactions, and providing information about products or services. They often work in financial services, banking, or other client-focused industries, acting as a key point of contact for clients. In addition to resolving client issues, they may assist with account management, documentation, and ensuring compliance with company policies. Their role requires excellent communication skills, attention to detail, and the ability to handle multiple tasks efficiently.

What is the difference between Client Services Associate II vs Client Services Associate I?

AspectClient Services Associate IIClient Services Associate I
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentCustomer service, financial or client-focused settings, often with increased responsibilitiesCustomer service, financial or client-focused settings, entry-level
Employer & Industry UsageFinancial services, banking, insurance, investment firmsFinancial services, banking, insurance, investment firms
Common Search & Comparison IntentUnderstanding role progression, responsibilities, and qualificationsEntry-level duties, basic client interaction

The main difference between Client Services Associate II and Client Services Associate I lies in experience and responsibilities. The II level typically requires more experience and involves handling more complex client issues, whereas the I level is more entry-level with basic client interactions. Both roles are common in financial and customer service industries and share similar work environments and employer usage.

What job makes $10,000 a month without a degree?

A Client Services Associate II typically does not earn $10,000 a month without a degree, as this role usually offers lower salaries. High-paying jobs that can reach this level without a degree often include sales, real estate, or entrepreneurship, which rely on skills, experience, and performance rather than formal education.

What is the highest paying job in customer service?

In customer service, roles such as Customer Service Director or Customer Experience Manager tend to have the highest salaries, often exceeding $80,000 annually. These positions typically require extensive experience, leadership skills, and sometimes specialized certifications or knowledge of CRM tools.
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What are the most commonly searched types of Client Services Ii jobs? The most popular types of Client Services Ii jobs are:
What states have the most Client Services Associate Ii jobs? States with the most job openings for Client Services Associate Ii jobs include:
Client Services Associate Ii jobs near you
Client Services Associate - Central Pacific Investment Service

Client Services Associate - Central Pacific Investment Service

Central Pacific Bank

Honolulu, HI • On-site

$21 - $29.39/hr

Full-time

Posted 2 days ago

Job description

Position Function:

Provides clerical and sales support to the Wealth Advisor(s).

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.


Primary Accountabilities:

  • Job Specific Duties
    1. Wealth Advisor Support: Responsible for opening new accounts, performing account transfers, assisting Wealth Advisor(s) with office files, following up on account numbers, incoming transfers, verifying monetary transactions, placing orders, and other items that increase production.
    2. Customer Support: Attend to incoming calls. Responsible for assisting customers with various servicing requests, such as withdrawals, account maintenance, address changes, researching customer inquiries, etc.
  • Team Focused Leadership
    1. Participate in Bank sponsored Internal/external events
    2. Participate in Bank sponsored focus groups, initiatives, campaigns
  • Relationship Banking/Relationship
    1. Provide analytical, logistical, and clerical support for sales and special projects, including sales campaigns, investment seminars, trade shows and other activities to promote sales opportunities, with efficiency and cost-effectiveness for Investment Services and business partners
    2. Maintain internal service standards
  • Risk Management/Compliance
    1. Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits
    2. Comply in a timely manner with all compliance requests
    3. Adhere to Bank policies and procedures
  • Personal/Professional Development
    1. Attend required and elective training and workshops
    2. Participate in professional group/organization

Minimum Qualifications:

Education:

  • H.S. Diploma or GED equivalency required.

Experience:

Client Service Associate I:

  • 3+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.

Client Service Associate II:

  • 4+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.
  • 1+ years of experience in retail brokerage/RIA required.

Registered Client Services Associate:

  • 4+ years of experience in retail financial sales and servicing (Bachelor's degree may substitute for 2 years of experience) required.

License/Certification:

Client Service Associate II:

  • FINRA and insurance licenses will be required if performing any trading transactions.

Registered Client Services Associate:

  • Series 7 and 66 license required.
  • Life and Health Insurance license required.

Physical Requirements & Working Conditions:

  • Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
  • Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
  • Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
  • Must be able to read and understand bank-related documents.
  • Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.