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 ...
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 ...
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 ...
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 ...
Client Services Associate
Davenport, IA · On-site
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 ...
Client Services Associate
Davenport, IA · On-site
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 ...
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 ...
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 ...
Client Services Associate
Davenport, IA · On-site
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 ...
Client Services Associate
Davenport, IA · On-site
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 ...
Client Services Associate
Davenport, IA · On-site
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 ...
Client Services Associate
Davenport, IA · On-site
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 ...
Client Services Associate- Johnson County
Coralville, IA · On-site
$16 - $18/hr
Client Services Associate - Meals on Wheels (Johnson County) Horizons | Coralville, IA | Full-Time | Mon-Fri, 7:30 AM-3:30 PM Are you a self-starter and people-person who wants to make a real ...
Quick apply
Client Services Associate- Johnson County
Coralville, IA · On-site
$16 - $18/hr
Client Services Associate - Meals on Wheels (Johnson County) Horizons | Coralville, IA | Full-Time | Mon-Fri, 7:30 AM-3:30 PM Are you a self-starter and people-person who wants to make a real ...
Client Services Associate- Johnson County
Coralville, IA · On-site
$16 - $18/hr
Client Services Associate - Meals on Wheels (Johnson County) Horizons | Coralville, IA | Full-Time | Mon-Fri, 7:30 AM-3:30 PM Are you a self-starter and people-person who wants to make a real ...
Client Services Associate- Johnson County
Coralville, IA · On-site
$16 - $18/hr
Client Services Associate - Meals on Wheels (Johnson County) Horizons | Coralville, IA | Full-Time | Mon-Fri, 7:30 AM-3:30 PM Are you a self-starter and people-person who wants to make a real ...
Client Services Associate - Meals on Wheels (Johnson County) Horizons | Coralville, IA | Full-Time | Mon-Fri, 7:30 AM-3:30 PM Are you a self-starter and people-person who wants to make a real ...
Client Services Associate - Meals on Wheels (Johnson County) Horizons | Coralville, IA | Full-Time | Mon-Fri, 7:30 AM-3:30 PM Are you a self-starter and people-person who wants to make a real ...
Client Services Associate - Meals on Wheels (Johnson County) Horizons | Coralville, IA | Full-Time | Mon-Fri, 7:30 AM-3:30 PM Are you a self-starter and people-person who wants to make a real ...
Client Services Associate - Meals on Wheels (Johnson County) Horizons | Coralville, IA | Full-Time | Mon-Fri, 7:30 AM-3:30 PM Are you a self-starter and people-person who wants to make a real ...
... service, as well as answers and solutions to their questions and financial needs Resource for ... Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more ...
... service, as well as answers and solutions to their questions and financial needs Resource for ... Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more ...
... customer service, as well as answers and solutions to their questions and financial needs ... Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more ...
... customer service, as well as answers and solutions to their questions and financial needs ... Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more ...
Client Services Associate I
$18 - $20/hr
... customer service, as well as answers and solutions to their questions and financial needs ... Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more ...
Client Services Associate I
$18 - $20/hr
... customer service, as well as answers and solutions to their questions and financial needs ... Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more ...
Client Services Associate I
Muscatine, IA · On-site
... customer service, as well as answers and solutions to their questions and financial needs ... Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more ...
Quick apply
Client Services Associate I
Muscatine, IA · On-site
... customer service, as well as answers and solutions to their questions and financial needs ... Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more ...
Client Services Associate I
Muscatine, IA · On-site
$18 - $20/hr
... customer service, as well as answers and solutions to their questions and financial needs ... Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more ...
Client Services Associate I
Muscatine, IA · On-site
$18 - $20/hr
... customer service, as well as answers and solutions to their questions and financial needs ... Associate's degree (AA) or equivalent from a two-year college or technical school; or two or more ...
Client Service Associate (On-site)
$42K - $63K/yr
Client Service Associate Wealth Enhancement is an independent wealth management firm with an ... We proudly provide unique financial plans and investment management services to over 80,000 ...
Client Service Associate (On-site)
$42K - $63K/yr
Client Service Associate Wealth Enhancement is an independent wealth management firm with an ... We proudly provide unique financial plans and investment management services to over 80,000 ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Client Service Associate (On-site)
Dubuque, IA · On-site
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... Our Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you ...
Client Service Associate (On-site)
Dubuque, IA · On-site
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... Our Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you ...
Client Service Associate (On-site)
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... Our Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you ...
Client Service Associate (On-site)
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... Our Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you ...
Client Service Associate (On-site)
Dubuque, IA · On-site
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... Our Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you ...
Client Service Associate (On-site)
Dubuque, IA · On-site
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... Our Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you ...
Client Services Associate information
See Iowa salary details
$9.48 - $12.11
3% of jobs
$12.11 - $14.74
12% of jobs
$15.87 is the 25th percentile. Wages below this are outliers.
$14.74 - $17.37
23% of jobs
The median wage is $18.62 / hr.
$17.37 - $19.99
24% of jobs
$22.15 is the 75th percentile. Wages above this are outliers.
$19.99 - $22.62
15% of jobs
$22.62 - $25.25
10% of jobs
$25.25 - $27.87
6% of jobs
$27.87 - $30.50
2% of jobs
$30.50 - $33.13
2% of jobs
$33.13 - $35.76
1% of jobs
$35.76 - $38.38
1% of jobs
$9
$21
$38
How much do client services associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?
What is the role of a client associate?
What Is a Client Services Associate?
A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.
What is the difference between Client Services Associate vs Customer Support Specialist?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting customers with issues or inquiries |
The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.
What job makes $10,000 a month without a degree?
What are some common challenges faced by Client Services Associates, and how can they be overcome?
What does a customer service associate do?
What does a client services associate do?
- What is the career progression of a Client Services Associate?
- What is the difference between a Client Services Associate and a Financial Advisor?
- How to Become a Client Services Associate
- How much is the salary of a Client Services Associate in the US?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template

Other
Medical, Dental, Vision, Retirement, PTO
Posted 7 days ago
Job description
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.
Client Services AssociateAre 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.
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 CultureAt 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 TimeProfile 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.
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 now and 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.
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!
About TBK Bank
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Dallas, TX, US
Year founded
2015