As a UA Associate, you will support and work closely with experienced Underwriters in the review ... Provides account servicing support in collaboration with Underwriter and Manager, with ...
As a UA Associate, you will support and work closely with experienced Underwriters in the review ... Provides account servicing support in collaboration with Underwriter and Manager, with ...
UA Associate - Direct Markets
Olathe, KS · On-site
As a UA Associate, you will support and work closely with experienced Underwriters in the review ... Provides account servicing support in collaboration with Underwriter and Manager, with ...
UA Associate - Direct Markets
Olathe, KS · On-site
As a UA Associate, you will support and work closely with experienced Underwriters in the review ... Provides account servicing support in collaboration with Underwriter and Manager, with ...
UA Associate - Direct Markets
Olathe, KS · Hybrid
$23.80 - $38.94/hr
As a UA Associate, you will support and work closely with experienced Underwriters in the review ... Provides account servicing support in collaboration with Underwriter and Manager, with ...
UA Associate - Direct Markets
Olathe, KS · Hybrid
$23.80 - $38.94/hr
As a UA Associate, you will support and work closely with experienced Underwriters in the review ... Provides account servicing support in collaboration with Underwriter and Manager, with ...
Client Service Specialist Sr. UMBFSI
$16.50 - $22/hr
Private Wealth Management Client Service Associate Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver client service to Private Wealth Management clients ...
Client Service Specialist Sr. UMBFSI
$16.50 - $22/hr
Private Wealth Management Client Service Associate Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver client service to Private Wealth Management clients ...
Client Service Representative
$15.25 - $20.50/hr
Client Services Representative At Netsmart, improving care delivery isn't just our aspiration; it ... Associate degree or equivalent relevant work experience * The ability to demonstrate strong ...
Client Service Representative
$15.25 - $20.50/hr
Client Services Representative At Netsmart, improving care delivery isn't just our aspiration; it ... Associate degree or equivalent relevant work experience * The ability to demonstrate strong ...
Join SSC CPAs + Advisors as an Audit and Assurance Services Associate! We are excited to welcome a ... Participate in client meetings and communicate audit findings and recommendations effectively.
Quick apply
Join SSC CPAs + Advisors as an Audit and Assurance Services Associate! We are excited to welcome a ... Participate in client meetings and communicate audit findings and recommendations effectively.
Client Service Representative
Overland Park, KS · On-site
$15.75 - $21.50/hr
Position Overview: We're looking for a Client Services Representativewho is passionate about ... Associate degree or equivalent relevant work experience * The ability to demonstrate strong ...
Client Service Representative
Overland Park, KS · On-site
$15.75 - $21.50/hr
Position Overview: We're looking for a Client Services Representativewho is passionate about ... Associate degree or equivalent relevant work experience * The ability to demonstrate strong ...
Registered Wealth Management Client Associate
Garden City, KS · On-site
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Provides excellent Client Service to the bank's clients through educating them on all of the bank ...
Registered Wealth Management Client Associate
Garden City, KS · On-site
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Provides excellent Client Service to the bank's clients through educating them on all of the bank ...
Client Service Representative
Overland Park, KS · On-site
$15.75 - $21.50/hr
Position Overview: We're looking for a Client Services Representative who is passionate about ... Associate degree or equivalent relevant work experience * The ability to demonstrate strong ...
Client Service Representative
Overland Park, KS · On-site
$15.75 - $21.50/hr
Position Overview: We're looking for a Client Services Representative who is passionate about ... Associate degree or equivalent relevant work experience * The ability to demonstrate strong ...
Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank ...
Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank ...
Client Service Specialist Sr. UMBFSI
Leawood, KS · On-site
$57K - $90K/yr
Primarily focused on servicing high value family client segments Senior mentor for other client service associates on the team; regularly provides guidance and feedback on client service best ...
Client Service Specialist Sr. UMBFSI
Leawood, KS · On-site
$57K - $90K/yr
Primarily focused on servicing high value family client segments Senior mentor for other client service associates on the team; regularly provides guidance and feedback on client service best ...
Client Service Specialist Sr. UMBFSI
$16.50 - $22/hr
... associates on the team; regularly provides guidance and feedback on client service best practices • Point of escalation within the team for resolving time sensitive client inquiries and handing ...
Client Service Specialist Sr. UMBFSI
$16.50 - $22/hr
... associates on the team; regularly provides guidance and feedback on client service best practices • Point of escalation within the team for resolving time sensitive client inquiries and handing ...
Client Service Specialist Sr. UMBFSI
$16.50 - $22/hr
... associates on the team; regularly provides guidance and feedback on client service best practices • Point of escalation within the team for resolving time sensitive client inquiries and handing ...
Client Service Specialist Sr. UMBFSI
$16.50 - $22/hr
... associates on the team; regularly provides guidance and feedback on client service best practices • Point of escalation within the team for resolving time sensitive client inquiries and handing ...
Client Service Specialist Sr. UMBFSI
Leawood, KS · On-site
$16.50 - $22/hr
... associates on the team; regularly provides guidance and feedback on client service best practices • Point of escalation within the team for resolving time sensitive client inquiries and handing ...
Client Service Specialist Sr. UMBFSI
Leawood, KS · On-site
$16.50 - $22/hr
... associates on the team; regularly provides guidance and feedback on client service best practices • Point of escalation within the team for resolving time sensitive client inquiries and handing ...
Client Service Coordinator
Wichita, KS · On-site
$16 - $21/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...
Client Service Coordinator
Wichita, KS · On-site
$16 - $21/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...
Client Service Coordinator
Olathe, KS · On-site
$17.50 - $22.75/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...
Client Service Coordinator
Olathe, KS · On-site
$17.50 - $22.75/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Client Service Coordinator
Overland Park, KS · On-site
$17.75 - $23.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... services and route the flow of clients and pets to ensure superior client care and maximum ...
Client Service Coordinator
Overland Park, KS · On-site
$17.75 - $23.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... services and route the flow of clients and pets to ensure superior client care and maximum ...
Client Service Coordinator
Overland Park, KS · On-site
$15.39 - $19.67/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...
Client Service Coordinator
Overland Park, KS · On-site
$15.39 - $19.67/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...
Client Service Coordinator
Overland Park, KS · On-site
$17.75 - $23.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... services and route the flow of clients and pets to ensure superior client care and maximum ...
Client Service Coordinator
Overland Park, KS · On-site
$17.75 - $23.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... services and route the flow of clients and pets to ensure superior client care and maximum ...
Client Services Associate information
See Kansas salary details
$9 - $11.50
3% of jobs
$11.50 - $13.99
12% of jobs
$15.07 is the 25th percentile. Wages below this are outliers.
$13.99 - $16.49
23% of jobs
The median wage is $17.68 / hr.
$16.49 - $18.98
24% of jobs
$21.03 is the 75th percentile. Wages above this are outliers.
$18.98 - $21.48
15% of jobs
$21.48 - $23.97
10% of jobs
$23.97 - $26.47
6% of jobs
$26.47 - $28.96
2% of jobs
$28.96 - $31.46
2% of jobs
$31.46 - $33.95
1% of jobs
$33.95 - $36.45
1% of jobs
$9
$19
$36
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 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 are some common challenges faced by Client Services Associates, and how can they be overcome?
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

Job description
Zurich North America is currently hiring a UA Associate to join the Direct Markets team! As a UA Associate, you will support and work closely with experienced Underwriters in the review and analysis of risks. You will enjoy the opportunity to fully apply and hone your research and analytical skills to effectively assess risk and grow your career.
At Zurich North America we acknowledge that work life-balance and flexibility are a priority when it comes to choosing your next career move. Designed with our employees' needs in mind, the ZNA hybrid work model emphasizes flexibility, allowing employees to conduct individual work in their preferred location, while facilitating in-person connections and collaborative activities when meaningful and valuable. While the model provides a high level of flexibility and autonomy, occasional circumstances requiring in-office attendance should be expected.
This is a hybrid work position, however, the candidate selected for this opportunity should be able to report into one of the following North American office locations: Overland Park, KS.
In this role you will be responsible for:
Reviews, evaluates, and summarizes risk exposures, controls, loss history, and financial condition to aid underwriting decisions around submission acceptance or declination.
Follows instructions from Underwriters in areas of policy rating, subjective pricing, policy construction, coverages & exclusions, mandatory forms, etc. to accurately quote and issue policies.
Provides account servicing support in collaboration with Underwriter and Manager, with responsibility for end-to-end servicing processes for new business, renewals, and endorsements for basic to moderately complex business and products.
Responds to written, verbal telephone inquiries appropriately and on time under close supervision by Underwriter and/or Manager. Working collaboratively with assigned underwriters.
Supports Underwriter with broker/agent/distributor/customer interactions by providing basic customer service skills.
Basic Qualifications:
Bachelor's degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area
ORZurich Certified Insurance Apprentice, including Associate Degree and no prior experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area
ORHigh School Diploma or Equivalent and 2 or more years of experience in the Administrative, Customer Service, Financial Services, Risk Management, or Insurance area
ANDKnowledge of data collection and analysis
Microsoft Office experience
Preferred Qualifications:
Insurance industry knowledge
Knowledge of processing, rating and policy management systems used in the insurance industry
Strong verbal and written communication skills
Superior skills in relationship building, active listening with customers and coworkers
Customer service experience
Enjoys working with details and providing accurate data in a timely manner
Self-directed to meet deadlines
Multi-tasking skills
5% Travel
Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us.
The pay range shown is a national average and may vary by location. For this position, the hourly is $23.80 - $38.94, plus a short-term incentive bonus of 5%.
We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.]
Why Zurich?
At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500.
Join us for a brighter future-for yourself and our customers.
Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.
Zurich complies with 18 U.S. Code 1033.
Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.
Location(s): AM - Overland Park
Remote Working: Hybrid
Schedule: Full Time Employment Sponsorship Offered: No
Linkedin Recruiter Tag: #LI-MM1 #LI-HYBRID
About Zurich Insurance
Sourced by ZipRecruiter
Industry
Insurance services
Company size
10,000+ Employees
Headquarters location
Schaumburg, IL, US