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Client Services Associate Ii Jobs (NOW HIRING)

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Client Services Associate

Dallas, TX · On-site

$45K - $50K/yr

We are looking for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of our ...

Robert Half

Client Services Associate

Cincinnati, OH · On-site

$95K - $100K/yr

We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This ...

Equity Trust

Client Services Associate

Fort Myers, FL · Hybrid

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Triumph Financial

Client Services Associate

Fairplay, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

TBK Bank, SSB

Client Services Associate

Mount Carroll, IL · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

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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 Jul 23, 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 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.

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 cities are hiring for Client Services Associate Ii jobs? Cities with the most Client Services Associate Ii job openings:
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

Client Services Associate

the Masters Wealth Management Group, LLC

Oriental, NC • On-site

Full-time

Posted 5 days ago

Job description

Company Description
Want to build your career in the financial services industry?
With over 40 years of knowledge in the financial industry, the Masters Wealth Management Group, led by Gary Mastrodonato continues to help individuals and families prepare for retirement. Gary Mastrodonato hosts weekly on the syndicated radio show, Mastering Your Money. His firm focuses on retirement income strategies, and wealth solutions through longevity. Serving hundreds of clients in the local Eastern North Carolina community.
Job Description
Title: Client Services Associate
Type: Full Time
Salary: Competitive Compensation Commensurate with Experience
Experience: 1 - 3 years of Customer Service & Administrative Experience is required
Reports To: Principle of Practice
Masters Wealth is looking for a Client Services Associate to join our firm.
In this role, you'll be responsible for delivering world class service to our clients by providing administrative support in all client processes. You'll have the opportunity to build and maintain strong client relationships. You excel at working in a fast-paced environment.
You'll have between one and three years experience serving clients within the financial services industry, preferably in the fields of managed money and fixed insurance products. You are accustomed to working with insurance carriers and custodians. You understand the financial services language and can navigate through the process with ease. You are customer focused, administratively sound and computer literate. You can recommend new processes and can effectively and professionally implement new processes within your department.
Duties and Responsibilities include, but not limited to:
  • Responsible for supporting the Client Relationship Management (CRM) process within the agency.
  • Manage Account Proposals & Prepare New Business documents before and after client meetings
  • Review account update documents and obtain client signatures as well as the rep signatures
  • Handle client inquiries directed to Rep, (received via phone calls, fax, e-mail and office visits), take appropriate course of action (i.e., answer question directly, discuss with rep, prepare documents needed, etc). Review details with rep as FYI.
  • Handle existing client-initiated requests.
  • Proactively contact clients when changes are occurring with their accounts.
  • Documenting client contact in CRM tool and appropriate Files

Qualifications
  • Position requires one to three years experience in an administrative role and managing administrative functions; strong communication, writing, and sense of professionalism.
  • Insurance & Financial background is required; specifically in Annuities, Life Insurance and Managed Money
  • Must provide stellar customer service to clients and co-workers.
  • Confident with relevant software applications such as Microsoft Office Suite (including Word, Excel, PowerPoint and Outlook) - and the cloud based equivalent.
  • Communicate effectively, both verbally and in writing to agents, clients, and third parties via e-mail and/or phone.
  • Prioritize list of outstanding issues to effectively handle urgent matters.
  • Ensure adequate follow-up and closure on daily tasks and projects.
  • Provide management with prompt, timely, and accurate information and escalate issues when appropriate.
  • Handle confidential information in a discrete and professional manner.

Additional Information
All your information will be kept confidential according to EEO guidelines.
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