Client Services Associate
Cleveland, OH · On-site
Client Services Associate Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our ...
Cleveland, OH · On-site
Client Services Associate Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our ...
Cleveland, OH · On-site
Client Services Associate Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our ...
Cleveland, OH · On-site
The Client Services Associate (CSA) role is responsible for internal and external client support and research as tasked. It is the responsibility of the CSA to conduct business within given accounts ...
Cleveland, OH · On-site
The Client Services Associate (CSA) role is responsible for internal and external client support and research as tasked. It is the responsibility of the CSA to conduct business within given accounts ...
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Worthington, OH · On-site
$20 - $25/hr
Part-Time Client Services Associate 25 hrs/week • Tuesday-Thursday/Flexible • 9:00 AM - 5:00 PM • In Office Who Are We? Harmony Wealth Advisors is a Worthington-based, independent investment ...
Worthington, OH · On-site
$20 - $25/hr
Part-Time Client Services Associate 25 hrs/week • Tuesday-Thursday/Flexible • 9:00 AM - 5:00 PM • In Office Who Are We? Harmony Wealth Advisors is a Worthington-based, independent investment ...
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Cleveland, OH · On-site
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
Quick apply
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure ...
A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes, etc ...
A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes, etc ...
Your role A Client Service Associate serves as the first point of contact when a client calls to ... services industry • Strong interpersonal communication skills with a client-first mindset • ...
Your role A Client Service Associate serves as the first point of contact when a client calls to ... services industry • Strong interpersonal communication skills with a client-first mindset • ...
Cleveland, OH · On-site
$25 - $38.46/hr
Client Service Associate Location: 4900 Tiedeman Road, Brooklyn Ohio The Client Service Associate ... General knowledge of financial products and services, including banking, trust and investments.
Cleveland, OH · On-site
$25 - $38.46/hr
Client Service Associate Location: 4900 Tiedeman Road, Brooklyn Ohio The Client Service Associate ... General knowledge of financial products and services, including banking, trust and investments.
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 ...
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 ...
Brooklyn, OH · Hybrid
$25 - $38.46/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA ... General knowledge of financial products and services, including banking, trust and investments.
Brooklyn, OH · Hybrid
$25 - $38.46/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA ... General knowledge of financial products and services, including banking, trust and investments.
Brooklyn, OH · On-site
$25 - $38.46/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA ... General knowledge of financial products and services, including banking, trust and investments.
Brooklyn, OH · On-site
$25 - $38.46/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA ... General knowledge of financial products and services, including banking, trust and investments.
Brooklyn, OH · On-site
$25 - $38.46/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA ... General knowledge of financial products and services, including banking, trust and investments.
Brooklyn, OH · On-site
$25 - $38.46/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA ... General knowledge of financial products and services, including banking, trust and investments.
Toledo, OH · On-site
$25 - $38.46/hr
Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)
Toledo, OH · On-site
$25 - $38.46/hr
Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)
Cleveland, OH · On-site
$25 - $38.46/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA ... General knowledge of financial products and services, including banking, trust and investments.
Cleveland, OH · On-site
$25 - $38.46/hr
Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA ... General knowledge of financial products and services, including banking, trust and investments.
Cleveland, OH · On-site
$25 - $38.46/hr
Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)
Cleveland, OH · On-site
$25 - $38.46/hr
Associate's Degree in business-related field or equivalent work experience. (preferred) Work Experience * Experience working in the financial industry or other client service roles. (required)
$9.60 - $12.26
3% of jobs
$12.26 - $14.92
12% of jobs
$16.07 is the 25th percentile. Wages below this are outliers.
$14.92 - $17.58
23% of jobs
The median wage is $18.85 / hr.
$17.58 - $20.24
24% of jobs
$22.42 is the 75th percentile. Wages above this are outliers.
$20.24 - $22.89
15% of jobs
$22.89 - $25.55
10% of jobs
$25.55 - $28.21
6% of jobs
$28.21 - $30.87
2% of jobs
$30.87 - $33.53
2% of jobs
$33.53 - $36.19
1% of jobs
$36.19 - $38.85
1% of jobs
$9
$21
$38
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.
| 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.
8.2
Based on 24 frontline employees who took The Breakroom Quiz
9th of 53 rated aviation services
Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our employees in North America and Europe work to provide Flexjet aircraft Owners with the finest experience in premium private jet travel.
The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure timeliness of billing/receivables, accuracy of administering contract terms as well as any potential non-payment/collections issues that may arise. This position manages inquiries from clients and ensures they are addressed timely and accurately. The role will support many other departments in the organization as needed to resolve any customer concerns.
Duties & Responsibilities• Respond to internal colleagues providing details and data regarding client contract information
• Review and communicate to client requests and questions in regard to their unique contracts and client bills
• Demonstrated ability to think strategically, identify and solve difficult business problems
• Ability to gather and analyze data and draw logical conclusions
• Executing daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with client's contracted agreement
• Responsible for collections of unpaid receivables as needed
• Partner with Management to resolve client issues
• Follow all internal controls and processes while assisting in month-end and other periodic close reconciliations
• Review monthly reports, collections and variance reports collaborating with finance to take necessary action for correction.
• Assist with training and mentorship of new team members
• Account management of top tier clients, high risk clients
• Additional support and quality checks for key accounts and new program roll outs
• System Expert / IT Testing Support
• Perform other related duties and responsibilities as assigned by Manager.
Education & Experience• Bachelor's/Associate's degree in related field and preferred experience in accounting, accounts receivable, or a combination of education and experience.
• 2-3 years of customer service experience in a high-end service industry
• Strong computer and software skills, including Microsoft Office Suite Applications (Excel, Outlook, etc.)
• Strong documentation skills
• Ability to prioritize and handle multiple inquiries/requests quickly
• Working proficiency with Oracle suite is preferred.
Required Skills & Qualifications• Must possess the legal ability to work in the United States
• Ability to interface successfully with all levels of professionals and company leadership
• Works effectively and cooperatively with others; establishing and maintaining good working relationships
• Desire to work in an autonomous role knowing all the while among a strong supportive team of colleagues and management
• Ability to respond calmly, and handle customer demands
• Keeps up with current developments and trends in areas of expertise
• Good problem-solving skills
• Ability to work both independently and in a team environment
• System oriented
• Deadline driven
• Organized
• Ability to respond calmly, and handle customer demands
This role is onsite
Flexjet is an equal-opportunity employer. We aim to choose individuals who have the highest integrity; those who personify genuine concern for customers and fellow employees alike. More than anything, we look for individuals who grasp the importance of trust in an employer/employee relationship.
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Aerospace product and parts manufacturing
501 - 1,000 Employees
Cleveland, OH, US
1995