Trust Client Services Associate FLSA Status: Exempt Department: Trust General Job Summary : Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account ...
Trust Client Services Associate FLSA Status: Exempt Department: Trust General Job Summary : Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account ...
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 ...
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 ...
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 ...
$100 - $130/hr
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES# ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICESNew York Office - New York, NY 10017## OverviewSalary Range$100,000.00 - $130,000.00 Salary ...
$100 - $130/hr
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES# ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICESNew York Office - New York, NY 10017## OverviewSalary Range$100,000.00 - $130,000.00 Salary ...
$63.04/hr
POSITION SUMMARY The Client Service Associate I role is to support one or more Financial Advisors with the establishment, servicing and maintenance of investment accounts. The Client Service ...
$63.04/hr
POSITION SUMMARY The Client Service Associate I role is to support one or more Financial Advisors with the establishment, servicing and maintenance of investment accounts. The Client Service ...
What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
$85 - $100/hr
Client Service Associate - Hightower Signature Wealth Westport, CT, USA Posted Tuesday, August 11 ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
$85 - $100/hr
Client Service Associate - Hightower Signature Wealth Westport, CT, USA Posted Tuesday, August 11 ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client ... Implements enhancements in product and service levels to all service associate levels and provides ...
New
ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client ... Implements enhancements in product and service levels to all service associate levels and provides ...
New
401(k) Client Services Manager
Louisville, KY · On-site
$60 - $80/hr
ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client ... Manages performance of associates in order to meet employee retention goals, to ensure high ...
401(k) Client Services Manager
Louisville, KY · On-site
$60 - $80/hr
ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client ... Manages performance of associates in order to meet employee retention goals, to ensure high ...
ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client ... Implements enhancements in product and service levels to all service associate levels and provides ...
New
ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client ... Implements enhancements in product and service levels to all service associate levels and provides ...
New
$60 - $70/hr
Client Service Associate- White Pine Wealth Management Portland, ME, USA Posted Wednesday, August ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
$60 - $70/hr
Client Service Associate- White Pine Wealth Management Portland, ME, USA Posted Wednesday, August ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
$70 - $95/hr
As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will ... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ...
$70 - $95/hr
As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will ... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ...
$80 - $100/hr
Senior Client Service Associate- White Pine Wealth Management Portland, ME, USA Your Future Team ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
$80 - $100/hr
Senior Client Service Associate- White Pine Wealth Management Portland, ME, USA Your Future Team ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
$55 - $75/hr
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
$55 - $75/hr
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Client Services Associate information
See Kentucky salary details
$8.77 - $11.20
3% of jobs
$11.20 - $13.63
12% of jobs
$14.68 is the 25th percentile. Wages below this are outliers.
$13.63 - $16.06
23% of jobs
The median wage is $17.22 / hr.
$16.06 - $18.49
24% of jobs
$20.48 is the 75th percentile. Wages above this are outliers.
$18.49 - $20.92
15% of jobs
$20.92 - $23.35
10% of jobs
$23.35 - $25.77
6% of jobs
$25.77 - $28.20
2% of jobs
$28.20 - $30.63
2% of jobs
$30.63 - $33.06
1% of jobs
$33.06 - $35.49
1% of jobs
$8
$19
$35
How much do client services associate jobs pay per hour?
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 does a client services associate do?
What are the key skills and qualifications needed to thrive as a client services associate?
What are some common challenges faced by client services associates, and how can they be overcome?
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.
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
What are the most commonly searched types of Client Services jobs in Kentucky?
The most popular types of Client Services jobs in Kentucky are:
What are popular job titles related to Client Services Associate jobs in Kentucky?
For Client Services Associate jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Kentucky look for?
The top searched job categories for Client Services Associate jobs in Kentucky are:
What cities in Kentucky are hiring for Client Services Associate jobs?
Cities in Kentucky with the most Client Services Associate job openings:

Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 27 days ago
Stock Yards Bank & Trust rating
8.8
Based on 7 frontline employees who took The Breakroom Quiz
17th of 175 rated banks
Job description
Job Title: Trust Client Services Associate
FLSA Status: Exempt
Department: Trust
General Job Summary:
Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.
Organizational Duties and Responsibilities:
- Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
- Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
- Effectively communicate with internal and external clients, verbally and in writing
- Draft client communications with guidance from Advisor
- Prepare presentations for existing clients
- Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor
- Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.
- Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor
- Maintain service standard activities, COI activities, and other required calling activities
Other Functions:
- Provide office coverage and support in emergency situations
- Perform other duties as assigned
Working Conditions:
Office setting requiring sitting and standing
Minimum Job Requirements:
Education: High School Diploma or GED Equivalent; BA/BS preferred
Specific Skills:
- Proficient computer application skills in word processing and spreadsheets (Word, Excel)
- Self-motivated and dependable
- Ability to learn trust system and new technology
- Independent decision making ability within limits set by the Wealth Management & Trust Department
- Professional communication skills, both written and verbal, with all levels of personnel and clients
- Professional grammar, spelling and business writing skills
- Ability to develop and implement problem solving skills
- Ability to prioritize and organize work
- Ability to function independently in a multi-task environment, as well as part of a team
- Ability to maintain confidentiality
- Must be detail oriented
- Professional appearance and demeanor
- Knowledge of investment, fiduciary, and estate planning concepts is a plus
- Work experience in a trust department or related field is a plus
Specialized: None
Licenses: None
Supervisory Responsibility: None
Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
Benefits:
- 401(K) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer/Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Flexible Savings Accounts
- Health Savings Accounts
- Bank paid Life/AD&D insurance
- Voluntary Life/AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
What Stock Yards Bank & Trust employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Stock Yards Bancorp
Sourced by ZipRecruiter
Company size
501 - 1,000 Employees
Headquarters location
Louisville, KY, US
Year founded
1904