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Client Services Associate Ii Jobs (NOW HIRING)

Rubicon Global

Client Services Associate

Atlanta, GA · On-site

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Two (2)+ years of experience in customer service roles. * Experience in entering a high volume of ...

Care Options for Kids

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 ...

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 ...

TBK Bank, SSB

Client Services Associate

Milan, IL · On-site

$16.54 - $22.67/hr

Client Services Associate 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 ...

TBK Bank, SSB

Client Services Associate

Fairplay, CO · On-site

$16.54 - $22.67/hr

Client Services Associate 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 ...

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 ...

K/P

Client Services Associate (Bilingual)

Herriman, UT · On-site

$22 - $24/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 (Bilingual)

Herriman, UT · On-site

$22 - $24/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 ...

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Axelon

Client Services Associate

$43/hr

Global Financial Firm located in Jacksonville, FL has an immediate contract opportunity for an experienced Client Services Associate Work Mode: Hybrid Pay rate range: $43.00 - $ 46.00 Negotiable ...

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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 2, 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

Care Options for Kids

Delray Beach, FL • On-site

$18 - $21/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

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Job description

Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children’s lives by bringing individualized care to children where they live, work, and play.
Our pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance.
We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
Position Types Available: Full-Time, In Office
Client Service Associate responsibilities include:
  • Coordinates and schedules referrals for new and existing home care services.
  • Provides continuity of care in coordinating referrals.
  • Communicates to each caregiver all pertinent information regarding client care.
  • Keeps caregiver calendars and client information accurate and current.
  • Communicates to the departmental Director all pertinent information regarding client/caregiver issues.
  • Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services.
Comprehensive Ability to:
  • Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received.
  • Accept changes in duties or new assignments with a positive attitude in a fast-paced environment.
  • Work with a sense of urgency while maintaining a high level of detail.
  • Use language that consistently reflects a thorough understanding of the home care industry.
Qualifications:
  • High School Diploma or GED required; college degree is preferred.
  • Previous experience in recruiting, scheduling, or sales preferred.
  • Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required.
  • Must possess strong interpersonal and customer service skills.
  • Must be able to solve complex problems and function effectively in a fast-paced work environment.
  • Ability to read, write and communicate in English.
  • Bilingual (Spanish/English) preferred.
What we Offer:
  • A supportive and collaborative work environment.
  • Opportunity to Join a Rapidly Growing, Fast-Paced Organization!
  • Comprehensive benefits package, including health, dental, and vision insurance.
  • Generous Paid Time Off
  • 401K
  • A chance to make a meaningful impact in the lives of children and families.
Wage Range:
  • Full-Time, In Office: $18 to $21/hr
  • Quarterly bonuses
*Compensation dependent on experience.
Location: Delray Beach, FL
If you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today.
Care Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment.