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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 ...

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 ...

F&M Bank

Client Services Associate

Kannapolis, NC · On-site

Provide day-to-day administrative support to Sr. Client Services Associate and Financial Advisor ... Previous administrative experience required; two years of financial services or sales support ...

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 ...

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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 11, 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:
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Client Services Associate Ii jobs near you
Client Services Associate

Client Services Associate

Boutique Recruiting

Wyomissing, PA • On-site

$62K - $66K/yr

Full-time

Medical, PTO

Posted 12 days ago

Job description

Position Title: Client Services Associate
The Client Services Associate plays a crucial role in enhancing the client experience within the investment and financial services industry. This position is essential for managing client inquiries and ensuring that requests are handled promptly and accurately. The associate will be responsible for opening new accounts, processing requests, and maintaining operational efficiency. Strong knowledge of investment operations and client service is necessary for success in this role. The ideal candidate will thrive in a collaborative environment and possess a proactive approach to problem-solving. This position offers an opportunity to contribute to a supportive and inclusive company culture. The company values long-term employee retention and fosters a family-like team atmosphere.
Salary Range: $62,000 - $66,000 / Year DOE
Client Services Associate Responsibilities:
  • Serve as a frontline contact for client requests and inquiries, ensuring prompt and accurate resolution or escalation to the appropriate team member
  • Prepare and process new account forms, money movement requests, and account maintenance updates in coordination with custodians
  • Handle day-to-day operational tasks, including tracking and managing incoming calls and data updates
  • Collaborate with internal teams to resolve service or custodial issues in a timely manner
  • Maintain familiarity with client preferences and assist in delivering a personalized service experience
  • Assist in the preparation and delivery of quarterly client reports
  • Contribute to process improvement and operational efficiency efforts across the firm
  • Support compliance obligations by following procedures related to data security and document retention
  • Maintain accurate and organized electronic and physical records related to client accounts
  • Display professionalism in all communications, both internally and externally
  • Participate actively in team discussions and continuous improvement efforts
  • Provide support and backup to team members as needed

Client Services Associate Requirements:
  • Five years of experience in the investment or financial services industry, preferably in a client service or advisor support capacity
  • General knowledge of RIA versus trust accounts, rollovers, and account registrations
  • Strong working knowledge of Microsoft Office, especially Excel and Word
  • Experience with CRM systems and portfolio management systems is preferred
  • Familiarity with custodial platforms is a plus
  • A bachelor's degree is preferred

Benefits:
  • Safe Harbor/Profit Sharing plan eligible after one year
  • Medical coverage fully paid for employees and dependents
  • Thirteen days of PTO in the first two years, increasing to eighteen days after three to five years + Ten paid holidays aligned with the NY Stock Exchange schedule

If you are a Client Services Associate looking to take the next step in your career, apply now! #LI-SB1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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