As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...
Client Service Associate
Westlake, TX · On-site
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who ...
Quick apply
Client Service Associate
Westlake, TX · On-site
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who ...
Client Service Associate
Westlake, TX · On-site
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who ...
Client Service Associate
Westlake, TX · On-site
$14 - $19.25/hr
Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who ...
Associate, Client Services
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Quick apply
Associate, Client Services
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
Dallas, TX · On-site
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
General knowledge of personal financial services is a plus. * Technical Proficiency: Proficient in ... Client Service Associate - $50,000 base + 5% bonus, adjustable based on industry experience Strong ...
Quick apply
General knowledge of personal financial services is a plus. * Technical Proficiency: Proficient in ... Client Service Associate - $50,000 base + 5% bonus, adjustable based on industry experience Strong ...
Client Service Associate-Plano, Texas
Plano, TX · On-site
$50K/yr
General knowledge of personal financial services is a plus. * Technical Proficiency: Proficient in ... Client Service Associate - $50,000 base + 5% bonus, adjustable based on industry experience Strong ...
Client Service Associate-Plano, Texas
Plano, TX · On-site
$50K/yr
General knowledge of personal financial services is a plus. * Technical Proficiency: Proficient in ... Client Service Associate - $50,000 base + 5% bonus, adjustable based on industry experience Strong ...
Client Service Associates help shape the future of service by modernizing the client experience ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Client Service Associates help shape the future of service by modernizing the client experience ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Associate, Client Services
Austin, TX · Hybrid
The Client Services Team is responsible for strategically supporting GCG's sales efforts and our clients in several areas, including virtual communications, conferences, client events, industry ...
Associate, Client Services
Austin, TX · Hybrid
The Client Services Team is responsible for strategically supporting GCG's sales efforts and our clients in several areas, including virtual communications, conferences, client events, industry ...
Associate, Client Services
Austin, TX · On-site
The Client Services Team is responsible for strategically supporting GCG's sales efforts and our clients in several areas, including virtual communications, conferences, client events, industry ...
Associate, Client Services
Austin, TX · On-site
The Client Services Team is responsible for strategically supporting GCG's sales efforts and our clients in several areas, including virtual communications, conferences, client events, industry ...
Under immediate supervision, 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 ...
Under immediate supervision, 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 ...
Under immediate supervision, 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 ...
Under immediate supervision, 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 ...
Client Services Associate information
See Texas salary details
$9.41 - $12.01
3% of jobs
$12.01 - $14.62
12% of jobs
$15.74 is the 25th percentile. Wages below this are outliers.
$14.62 - $17.22
23% of jobs
The median wage is $18.47 / hr.
$17.22 - $19.83
24% of jobs
$21.97 is the 75th percentile. Wages above this are outliers.
$19.83 - $22.44
15% of jobs
$22.44 - $25.04
10% of jobs
$25.04 - $27.65
6% of jobs
$27.65 - $30.25
2% of jobs
$30.25 - $32.86
2% of jobs
$32.86 - $35.47
1% of jobs
$35.47 - $38.07
1% of jobs
$9
$20
$38
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, Retirement, PTO
Posted 5 days ago
Fisher Investments rating
8.5
Based on 15 frontline employees who took The Breakroom Quiz
Job description
Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better.
The Opportunity:
You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Plano, TX.
The Day-to-Day:
- Communicate with high-net-worth UK clients and our partner firms in the US and UK
- Work with Investment Counselors to fulfill operational requests from clients
- Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
- Provide long-term account maintenance for existing UK clients
Your Qualifications:
- Bachelor's degree, or equivalent combination of education and experience
- Demonstrated interest in client service and operations activities
- Commitment to maintain quality of work while sticking to a timeline
- You meet challenges head-on - you learn from your setbacks and work towards improvement
- You are engaging and can connect with a wide array of audiences by phone and email
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
What Fisher Investments employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fisher Investments
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Camas, WA, US
Year founded
1979