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Client Services Associate

Atlanta, GA · Remote

$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

$16 - $18/hr

The On-Call Client Services Associate is responsible for evening/weekend scheduling and ... One to two years' experience with demonstrated effective communication skills and proven ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

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 funds, and ...

HUB

Client Services Associate

Austin, TX · Hybrid

$62K/yr

Client Services Associate Location: Austin, TX (Hybrid) Compensation: $62,000 Reports to: VP of ... Work experience: * 0-2 years of experience; entry-level role open to recent graduates and early ...

Robert Half

Client Services Associate

Santa Barbara, CA · On-site

$28.50 - $33/hr

We are looking for a Client Services Associate to join a Financial Services team in Santa Barbara, California on a Contract basis. In this role, you will support clients throughout their service ...

New

Saks Global

Client Services Associate

Ocala, FL

$19.61 - $24.51/hr

Minimum of 1-2 years relevant experience working in hospitality, luxury retail or servicing client ... An amazing Associate discount Thank you for your interest in SFA. We look forward to reviewing your ...

TBK Bank, SSB

Client Services Associate

Firestone, CO

$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 ...

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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

Client Services Associate

Waldron Private Wealth

Plymouth, MI • On-site

Full-time

Posted 2 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.
In this role you will:
  • Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
  • Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
  • Assist with client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire transfer, etc. 
  • Assist in the research and gathering of information to resolve a client issue.
  • Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
  • Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
  • Provide document management for CS department and other departments including document naming and uploading to document management system.
  • Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Experience/Education Requirements:

  • Associate's Degree in finance or related field required, Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for required education.

  • Minimum of one (1) year of experience within the finance industry preferred.

  • Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.

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