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Client Services Associate Ii Jobs (NOW HIRING)

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Axelon

Client Services Associate

Jacksonville, FL · On-site

$43/hr

Client Services Associate Global Financial Firm located in Jacksonville, FL has an immediate contract opportunity for an experienced Client Services Associate. Work Mode: Hybrid. Pay rate range: $43 ...

The TCW Group

Client Services Associate

Los Angeles, CA · On-site

$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 ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

$17 - $20/hr

Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

SPS North America

Client Services Associate

New York, NY · On-site

$20/hr

Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...

TBK Bank, SSB

Client Services Associate

Pueblo, CO · On-site

$16.54 - $22.67/hr

Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional ...

Robert Half

Client Services Associate

Mequon, WI · On-site

$55K - $65K/yr

... Service Associate to support their existing business. This role will serve as a key point of ... Bachelor's degree preferred or equivalent professional experience. * 2+ years of client service ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TransPerfect

Client Services Associate

Atlanta, GA · On-site

Client Services Associate TransPerfect is more than just a job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100 ...

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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 Aug 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 skills and qualifications are needed to thrive as a Client Services Associate II?

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 is a 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

Hello Sunshine Travels

Remote

Other

Posted 9 days ago

Job description

Client Services Associate (Remote)

Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and customized itineraries.

Our team is committed to delivering outstanding customer experiences while providing a supportive, collaborative, and flexible remote work environment. As we continue to expand, we are seeking motivated individuals who are passionate about customer service, travel, and helping others.

Position Overview

We are currently seeking a Client Services Associate to join our remote team. In this role, you will serve as a primary point of contact for clients, providing support throughout the travel planning process while ensuring a smooth and enjoyable customer experience.

In addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service.

Key Responsibilities
  • Respond to client inquiries via phone, email, and messaging platforms
  • Provide exceptional customer support throughout the booking process
  • Assist clients with travel reservations, itinerary planning, and trip coordination
  • Resolve customer concerns in a professional and timely manner
  • Maintain accurate client records and booking information
  • Process payments and assist with invoice management
  • Collaborate with team members to ensure seamless client experiences
  • Follow up with clients before, during, and after travel as needed
  • Stay informed about travel products, destinations, and supplier offerings
Additional Responsibilities
  • Develop and maintain strong relationships with prospective and existing clients
  • Assist with client outreach and follow-up communications
  • Identify client travel needs and recommend appropriate travel solutions
  • Generate new business through referrals, networking, social media engagement, and relationship-building efforts
  • Maintain ongoing communication with clients to encourage repeat business and referrals
  • Provide personalized travel recommendations and exceptional service to foster long-term client relationships
  • Support business growth initiatives while maintaining high levels of customer satisfaction
Qualifications
  • Strong customer service and client relations skills
  • Excellent verbal and written communication abilities
  • Ability to multitask and manage multiple client requests simultaneously
  • Strong organizational and problem-solving skills
  • Detail-oriented with excellent time management abilities
  • Comfortable working independently in a remote environment
  • Basic financial and payment processing knowledge preferred
  • Experience in travel, hospitality, tourism, customer service, sales, or client relations is a plus
  • Proficiency with computers, email platforms, social media, and online booking systems
What We Offer
  • Fully remote work environment
  • Flexible scheduling opportunities
  • Comprehensive training and ongoing support
  • Professional development and growth opportunities
  • Collaborative and supportive team culture
  • Opportunity to work within the exciting travel industry

If you are passionate about helping others, enjoy building relationships, and are excited about the travel industry, we encourage you to apply.

Apply