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Client Services Associate Ii Jobs (NOW HIRING)

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 ...

Triumph Financial

Client Services Associate

Moline, 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 ...

TBK Bank, SSB

Client Services Associate

Mount Carroll, IL

$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 ...

Epsilon

Client Services Associate

New York, NY · Hybrid

Overview The Client Services Associate will work across a portfolio of brands to develop growth ... Qualifications What you'll bring with you: * 2-4 years of client management or sales experience ...

NFP Corp

Client Service Associate II

Chicago, IL · On-site

$15 - $20.50/hr

Fiducient Advisors provides tailored and personalized investment consulting services to clients ... The Client Service Associate II acts as a dedicated liaison between custodians and clients ...

SPS North America

Client Services Associate

Renton, WA · On-site

The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or ... High School Diploma (or equivalent) required. * 2+ years prior work experience preferred. * Ability ...

SPS North America

Client Services Associate

Renton, WA · On-site

$22.64/hr

Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.

SPS North America

Client Services Associate

Seattle, WA

$22.64/hr

The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or ... High School Diploma (or equivalent) required. * 2+ years prior work experience preferred. * Ability ...

SPS North America

Client Services Associate

Renton, WA

$22.64/hr

The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or ... High School Diploma (or equivalent) required. * 2+ years prior work experience preferred. * Ability ...

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All JobsClient Services Associate Ii Jobs

Client Services Associate Ii information

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$10

$22

$40

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

Triumph Financial

Fairplay, CO • On-site

$16.54 - $22.67/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 hours ago

Job description

Join TBK Bank!

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 and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Triumph Financial, Inc. (NASDAQ: TFIN),is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Summary

Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? 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 the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.

Job Description

The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

Team Culture

At Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we're "Helping People Triumph."

Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.

How You'll Spend Your Time

  • Profile new and existing customers, suggesting tailored products/services.

  • Provide exceptional customer service, exceeding expectations.

  • Open new accounts, ensuring accuracy and timely documentation.

  • Assist with Stop Payments, Debit Card Orders, and more.

  • Take initiative to resolve customer issues and provide prompt feedback.

  • Help maintain customer goodwill and contribute to branch goals.

  • Professionally refer customers to various bank departments.

  • Safeguard customer info, adhere to regulations, and maintain security.

  • Process transactions while maintaining accurate records.

  • Contribute to local community and bank-sponsored events.

Education & Experience Requirements

The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.

Apply nowand seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!

Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.

Compensation Range

Hourly: $16.54 - $22.67

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

Apply