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 ...
Retirement Plan Client Services Associate FLSA Status: Exempt Department: Wealth Management & Trust Hours of Operation: Monday - Friday 8:00 a.m. - 5:00 p.m. General Job Summary: Provide assistance ...
Retirement Plan Client Services Associate FLSA Status: Exempt Department: Wealth Management & Trust Hours of Operation: Monday - Friday 8:00 a.m. - 5:00 p.m. General Job Summary: Provide assistance ...
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 variety of administrative ...
New
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 variety of administrative ...
New
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 ...
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 ...
New
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 ...
New
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Client Services Supervisor
Walton, KY · On-site
... our associates opportunities to enhance their skills, build meaningful careers and end each day ... Monday - Friday 1st shift Position Description The Client Services Supervisor coordinates and ...
Client Services Supervisor
Walton, KY · On-site
... our associates opportunities to enhance their skills, build meaningful careers and end each day ... Monday - Friday 1st shift Position Description The Client Services Supervisor coordinates and ...
... our associates opportunities to enhance their skills, build meaningful careers and end each day ... Monday - Friday 1st shift Position Description The Client Services Supervisor coordinates and ...
... our associates opportunities to enhance their skills, build meaningful careers and end each day ... Monday - Friday 1st shift Position Description The Client Services Supervisor coordinates and ...
... our associates opportunities to enhance their skills, build meaningful careers and end each day ... Monday - Friday 1st shift Position Description The Client Services Supervisor coordinates and ...
... our associates opportunities to enhance their skills, build meaningful careers and end each day ... Monday - Friday 1st shift Position Description The Client Services Supervisor coordinates and ...
As the Director, Client Services, you will lead the account management team responsible for the day ... Working collaboratively with associates across sales, operations, and implementation, you will ...
As the Director, Client Services, you will lead the account management team responsible for the day ... Working collaboratively with associates across sales, operations, and implementation, you will ...
As the Director, Client Services, you will lead the account management team responsible for the day ... Working collaboratively with associates across sales, operations, and implementation, you will ...
As the Director, Client Services, you will lead the account management team responsible for the day ... Working collaboratively with associates across sales, operations, and implementation, you will ...
As the Director, Client Services, you will lead the account management team responsible for the day ... Working collaboratively with associates across sales, operations, and implementation, you will ...
As the Director, Client Services, you will lead the account management team responsible for the day ... Working collaboratively with associates across sales, operations, and implementation, you will ...
REMOTE Client Support Associate
Louisville, KY · On-site +1
$90K - $120K/yr
Background in client service, consulting, or sales environments * Strong virtual communication and ... relationship-building skills * Organized, coachable, and mission-driven professionals * Comfortable ...
REMOTE Client Support Associate
Louisville, KY · On-site +1
$90K - $120K/yr
Background in client service, consulting, or sales environments * Strong virtual communication and ... relationship-building skills * Organized, coachable, and mission-driven professionals * Comfortable ...
Join our team today as a Member Services Associate and be a POSITIVE CHANGE MAKER in your community! The Y is the leading nonprofit organization committed to strengthening community by connecting all ...
Join our team today as a Member Services Associate and be a POSITIVE CHANGE MAKER in your community! The Y is the leading nonprofit organization committed to strengthening community by connecting all ...
Member Services Associate
Louisville, KY · On-site
$11/hr
Join our team today as a Member Services Associate and be a POSITIVE CHANGE MAKER in your community! The Y is the leading nonprofit organization committed to strengthening community by connecting all ...
Member Services Associate
Louisville, KY · On-site
$11/hr
Join our team today as a Member Services Associate and be a POSITIVE CHANGE MAKER in your community! The Y is the leading nonprofit organization committed to strengthening community by connecting all ...
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 does a client service associate do?
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 jobs pay 4000 a week without a degree?
Is a CSA job stressful?
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

Full-time
Medical, Dental, Vision, Life, Retirement
Posted 15 days ago
Stock Yards Bank & Trust rating
8.8
Based on 7 frontline employees who took The Breakroom Quiz
14th of 150 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