Client Services Associate KP LLC is more than just a company. We have stood the test of time for over 90 years by combining our traditional services with the latest online technology. We continue to ...
Client Services Associate KP LLC is more than just a company. We have stood the test of time for over 90 years by combining our traditional services with the latest online technology. We continue to ...
Client Services Associate
Salt Lake City, UT · On-site
We are seeking an organized, proactive, detail-oriented, and highly professional Client Services Associate to support two Wealth Advisors in our Salt Lake City office. Candidates should be motivated ...
Client Services Associate
Salt Lake City, UT · On-site
We are seeking an organized, proactive, detail-oriented, and highly professional Client Services Associate to support two Wealth Advisors in our Salt Lake City office. Candidates should be motivated ...
Client Services Associate (Bilingual)
Riverton, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate (Bilingual)
Riverton, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate (Bilingual)
Riverton, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate (Bilingual)
Riverton, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate (Bilingual)
Herriman, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
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Client Services Associate (Bilingual)
Herriman, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate (Bilingual)
Herriman, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
Client Services Associate (Bilingual)
Herriman, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...
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 ...
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
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 ...
Work From Home - Client Services Associate
Layton, UT · On-site +1
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 ...
Work From Home - Client Services Associate
Layton, UT · On-site +1
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 ...
Work From Home - Client Services Associate
Layton, UT · On-site +1
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 ...
Work From Home - Client Services Associate
Layton, UT · On-site +1
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 ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to high producing ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to high producing ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to high producing ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Role Summary The Wealth Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports ...
Role Summary The Wealth Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports ...
Corpay is currently looking to hire an Client Experience Associate. This position falls under our ... Liaising with shared services departments, including but not limited to Operations, Compliance ...
Corpay is currently looking to hire an Client Experience Associate. This position falls under our ... Liaising with shared services departments, including but not limited to Operations, Compliance ...
Corpay is currently looking to hire an Client Experience Associate. This position falls under our ... Liaising with shared services departments, including but not limited to Operations, Compliance ...
Corpay is currently looking to hire an Client Experience Associate. This position falls under our ... Liaising with shared services departments, including but not limited to Operations, Compliance ...
Client Services Associate information
See Utah salary details
$9.19 - $11.74
3% of jobs
$11.74 - $14.28
12% of jobs
$15.38 is the 25th percentile. Wages below this are outliers.
$14.28 - $16.83
23% of jobs
The median wage is $18.05 / hr.
$16.83 - $19.38
24% of jobs
$21.47 is the 75th percentile. Wages above this are outliers.
$19.38 - $21.92
15% of jobs
$21.92 - $24.47
10% of jobs
$24.47 - $27.02
6% of jobs
$27.02 - $29.56
2% of jobs
$29.56 - $32.11
2% of jobs
$32.11 - $34.66
1% of jobs
$34.66 - $37.20
1% of jobs
$9
$20
$37
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
- Financial Client Services Associate
- Fidelity Wealth Management
- Remote Ria Financial Services
- Wealth Management Associate
- Private Wealth Management Intern
- Client Service Associate Entry Level
- Remote Fidelity Wealth Management
- Precision Wealth Strategies
- Registered Wealth Management Client Associate
- Registered Client Associate
Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 17 days ago
Job description
KP LLC is more than just a company. We have stood the test of time for over 90 years by combining our traditional services with the latest online technology. We continue to build on this foundation, growing our team with the same core values that made us who we are.
KP is looking for a Client Services Associate. The Client Service Associate is responsible for the overall support to the Client Services Department.
Essential Duties and Responsibilities:
Client Services Support:
- Aids Client Services Department, including various clerical functions, office duties, data entry or any other support activities as assigned.
- Assist in facilitating all phases of service requirements for the client's product, including but not limited to reviewing client specifications, creating work orders, preparing internal documents, creating customer samples and projecting milestones.
- Verbal and written communication with customers to answer questions and confirm data details. Example: order information, tracking numbers, log-in & password retrieval, shipping costs
- Filing, scanning, and collecting mail return data from time to time
This position may also perform any and/or all the following duties:
- Job entry into KP Information Management System
- Accurately prepares prebills and billing documents.
- Assist billing process to ensure customer billing requirements are met.
- Coordinate production of in-house accounts.
- Other duties or projects as assigned or requested.
Requirements
Education, Experience and Training (Knowledge):
- Associates degree (A.A) from two-year College; plus, one to two years related experience and/or training; or equivalent combination of education and experience.
- Basic knowledge of Microsoft Office products including Word, Excel and Outlook.
- Basic knowledge of print, mail, fulfillment or marketing is a plus.
- Experience with Microsoft Dynamics AX is desired.
Skills and abilities:
- Good verbal, written and listening skills; ability to read, understand and follow SOP's, and supervisor's instructions.
- Coordinates own work with others and works collaboratively to meet needs of the department.
- Use self-management skills to plan, organize and prioritize work activities to use time efficiently.
- Interpersonal skills to get along with employees, respond positively to instructions and procedures.
- Reviews all work carefully for completeness and accuracy.
- Bilingual (English/Spanish) preferred.
We take pride in fostering a positive work-life balanced environment. Our employees currently enjoy company benefits such as:
- Competitive Pay
- 11 Paid Company Holidays
- Paid Time Off
- Full benefits – Medical, Dental, Vision, Life Insurance and Disability
- 401(k) Plan with Company Match