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Client Services Associate Ii Jobs (NOW HIRING)

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 ...

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 ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

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 ...

Norman Alex

Client Services Associate

Miami, FL

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 ...

Dexian

Client Services Associate

Dallas, TX

Our client, a growing wealth management firm, is seeking a Client Services Associate to support the Advisors and help deliver an exceptional client experience. Responsibilities * Manage executive ...

New

TBK Bank, SSB

Client Services Associate

Davenport, IA · On-site

Client Services Associate Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate ...

New

TalentWealth

Client Services Associate

Tampa, FL

... Client Service Associate to join their team to provide proactive in-office support to financial ... Have at least 5 years of administrative experience with 2 years in the wealth management industry

LHH US

Client Services Associate

Cambridge, MD

$50K - $68K/yr

Client Services Associate LHH is seeking a motivated Client Services Associate who recognizes the importance of delivering exceptional service and fostering lasting client partnerships. This position ...

Flexjet

Client Services Associate

Cleveland, OH

The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...

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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.
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

Pathfinder Wealth Consulting

Cary, NC • On-site

Full-time

Posted 21 days ago

Job description

Salary:

Client Services Associate

Pathfinder Wealth Consulting is a growing, independent wealth management firm dedicated to comprehensive financial planning and asset management. We have offices in Wilmington, NC and Cary, NC.

We are looking for an independent, naturally detail-obsessed, and personable Client Services Associate to join our Cary team. You will work closely with our Client Services Manager and another CSA to facilitate the day-to-day operational life cycle of our clients.

Our culture is defined as 'casually professional.' We are deeply committed to our fiduciary duty and the high standards of wealth management, but we maintain an approachable environment where a sense of humor is just as important as technical expertise. We pride ourselves on a high-touch, detail-oriented client experience, and treat clients like family.

Principal Responsibilities

  • Transaction Management: Own the end-to-hand processing of deposits, withdrawals, ACATs, and rollovers.
  • Onboarding & Maintenance: Execute the digital onboarding lifecycle by ensuring all client data is accurately entered into Digital Onboarding and managing execution of documentation via DocuSign.
  • Insurance & Annuity Operations: Process applications and service requests for life insurance, as well as fixed and variable annuities across various carriers.
  • CRM Integrity: Serve as a power user of our CRM software, maintaining pristine data entry.
  • Proactive Problem Solving: Monitor account alerts and resolve inquiries in a timely manner.
  • Compliance Oversight: Adhere to firm policies, compliance standards, and documented workflows.
  • Team Support: Provide backup office coverage and support to ensure the Cary office runs seamlessly.

Experience & Education

  • Experience: 2+ years in financial services and insurance products is required.
  • Education: Bachelors degree is preferred.
  • Operational: Familiarity with managed accounts, trade settlements, and banking transactions.
  • Certifications:Notary Public and/or additional securities registrations are a significant plus.

Who You Are

  • Detail: You dont just find needles in haystacks; you ensure the haystack is organized. You align with the measure twice, cut once mindset.
  • Independent: You are a "self-starter" who thrives when working independently, but knows how to play well with the team. You are a well-known problem solver.
  • Direct: We believe "clear is kind." We value team members who prefer straightforward, honest communication as this allows us to maintain our high standards of client service, and we treat this as a two-way street.
  • Personality: A sense of humor is not just appreciatedits a prerequisite for our team. You have a polished, patient, and professional demeanor but bring a welcoming spirit to the office.


If this sounds like you, please apply today! We cant wait to meet you.