Responsible for training,supervisingand ongoing development of associates and seniors. * Prepare ... About our Private Client Services (PCS) Team: TheEisnerAmperPrivate Client Services Team connects ...
Responsible for training,supervisingand ongoing development of associates and seniors. * Prepare ... About our Private Client Services (PCS) Team: TheEisnerAmperPrivate Client Services Team connects ...
Responsible for training,supervisingand ongoing development of associates and seniors. * Prepare ... About our Private Client Services (PCS) Team: TheEisnerAmperPrivate Client Services Team connects ...
Responsible for training,supervisingand ongoing development of associates and seniors. * Prepare ... About our Private Client Services (PCS) Team: TheEisnerAmperPrivate Client Services Team connects ...
Member Experience Associate
Orem, UT · On-site
$21/hr
In addition to delivering service, MEAs are directly accountable for achieving individual sales ... Member Experience Associates must have strong customer service orientation, adaptability, and ...
Member Experience Associate
Orem, UT · On-site
$21/hr
In addition to delivering service, MEAs are directly accountable for achieving individual sales ... Member Experience Associates must have strong customer service orientation, adaptability, and ...
Member Experience Associate
Orem, UT · On-site
$21/hr
In addition to delivering service, MEAs are directly accountable for achieving individual sales ... Member Experience Associates must have strong customer service orientation, adaptability, and ...
Member Experience Associate
Orem, UT · On-site
$21/hr
In addition to delivering service, MEAs are directly accountable for achieving individual sales ... Member Experience Associates must have strong customer service orientation, adaptability, and ...
In addition to delivering service, MEAs are directly accountable for achieving individual sales ... Member Experience Associates must have strong customer service orientation, adaptability, and ...
Quick apply
In addition to delivering service, MEAs are directly accountable for achieving individual sales ... Member Experience Associates must have strong customer service orientation, adaptability, and ...
Member Experience Associate
Orem, UT · On-site
$21/hr
In addition to delivering service, MEAs are directly accountable for achieving individual sales ... Member Experience Associates must have strong customer service orientation, adaptability, and ...
Member Experience Associate
Orem, UT · On-site
$21/hr
In addition to delivering service, MEAs are directly accountable for achieving individual sales ... Member Experience Associates must have strong customer service orientation, adaptability, and ...
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... As a member on the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... As a member on the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate, Shared Support At Edelman Financial Engines (EFE), our purpose is to ... As a member on the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate, Shared Support At Edelman Financial Engines (EFE), our purpose is to ... As a member on the Client Services team, you'll play a pivotal role by partnering with the ...
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
The Senior Client Account Service Associate (CASA) serves as a highly skilled and experienced contributor in delivering an exceptional and consistent client experience across defined wealth segments.
Client Service Associate, Shared Support At Edelman Financial Engines (EFE), our purpose is to ... As a member on the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate, Shared Support At Edelman Financial Engines (EFE), our purpose is to ... As a member on the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate, Shared Support At Edelman Financial Engines (EFE), our purpose is to ... As a member on the Client Services team, you'll play a pivotal role by partnering with the ...
Quick apply
Client Service Associate, Shared Support At Edelman Financial Engines (EFE), our purpose is to ... As a member on the Client Services team, you'll play a pivotal role by partnering with the ...
As a(an) Food Services Associate with St. Mark's Hospital you can be a part of an organization that ... You will ensure client, customer service/satisfaction by providing efficient, friendly customer ...
As a(an) Food Services Associate with St. Mark's Hospital you can be a part of an organization that ... You will ensure client, customer service/satisfaction by providing efficient, friendly customer ...
You will ensure client, customer service/satisfaction by providing efficient, friendly customer ... Associate opening. We promptly review all applications. Highly qualified candidates will be ...
You will ensure client, customer service/satisfaction by providing efficient, friendly customer ... Associate opening. We promptly review all applications. Highly qualified candidates will be ...
Client Service Associate
Salt Lake City, UT · On-site
$58K - $65K/yr
Client Service Representative Rho is the modern banking platform built for startups. Open accounts ... financial services or startup exposure preferred. * Self-motivated with the ability to work ...
Client Service Associate
Salt Lake City, UT · On-site
$58K - $65K/yr
Client Service Representative Rho is the modern banking platform built for startups. Open accounts ... financial services or startup exposure preferred. * Self-motivated with the ability to work ...
Client Service Associate
Salt Lake City, UT · On-site
$58K - $65K/yr
About the Role As a Client Service Representative on the Client Service Team, you will support our ... financial services or startup exposure preferred. * Self-motivated with the ability to work ...
Client Service Associate
Salt Lake City, UT · On-site
$58K - $65K/yr
About the Role As a Client Service Representative on the Client Service Team, you will support our ... financial services or startup exposure preferred. * Self-motivated with the ability to work ...
Client Service Associate
$58K - $65K/yr
About the Role As a Client Service Representative on the Client Service Team, you will support our ... financial services or startup exposure preferred. * Self-motivated with the ability to work ...
Client Service Associate
$58K - $65K/yr
About the Role As a Client Service Representative on the Client Service Team, you will support our ... financial services or startup exposure preferred. * Self-motivated with the ability to work ...
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

Full-time
Posted 12 days ago
EisnerAmper rating
9.6
Based on 6 frontline employees who took The Breakroom Quiz
1st of 17 rated bookkeepers and accountants
Job description
AtEisnerAmper, we look for individuals who welcomenew ideas, encourage innovation, and areeagerto make an impact. Whetheryou arestarting out in your career or taking your next step as a seasoned professional, theEisnerAmperexperience is one-of-a-kind. You can design a careeryou'lllove from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmperis seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements whiledemonstratingproficiencyin reviewing complex returns,managingstaffand conductingresearch. Furthermore, the ideal candidate willpossessstrong leadership skills and the aptitude to foster professional growthamongour staff. This position offers flexibility in terms of office location, asEisnerAmperfollows a hybrid working model and has offices available in thelocations listedbelow.
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "PlacestoWork" awards
We believe thatgreat workisaccomplishedwhen cultures, ideas and experiences come together to createinnovative solutions
We understand that embracing our differences is what unites us as a team and strengthens ourfoundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Responsible for training,supervisingand ongoing development of associates and seniors.
Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
Build impactful relationships withclients andmaintainrelationshipswith firmleadership.
Cultivateexpertisein and impart specialized knowledge congruent with firm niches,initiativesand needs.
Take responsibility foraccuratetime and billing for self and team.
Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet clientdeadlines.
Activelysolicitnew client relationships andparticipatein client/potential client seminars to expand networking opportunities.
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of taxservices.
Hold self and direct reports responsible for achieving developmental goals
Mentor and coach junior team members.
Professional Development:Participatein training programs and professional development activities to enhance technical knowledge and develop industry-specificexpertise.
Bachelor'sDegree inAccountingor equivalent field isrequired
4+ years of tax compliance and/or tax consulting experiencein public accounting or public/Corporatemix
CPA or IRS Enrolled Agent Certificationrequired
Master's Degree inTaxationor relevant field
Experience usingGoSystemsor CCHAxcesstax software
EisnerAmper is proud to be a merit-based employer.We do not discriminateon the basis ofveteran or disability status or any protected characteristics under federal, state, or local law.
TheEisnerAmperPrivate Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, anda genuinecare for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to makea big groupfeel smaller.We'reknown for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover whatyou'repassionateabout, butpursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this,it'simportant thatwe canthink like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
EisnerAmperis one of the largest accounting, tax, and business advisory firms, withnearly 4,500employeesincluding 450partners across the world.We combine responsiveness with a long-rangeperspective;to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global publicfirms,and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals,bankers,and investors who serve these clients.
Should you need any accommodations to complete this application please email:talentacquisition@eisneramper.com
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About EisnerAmper
Sourced by ZipRecruiter
EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 3,000 employees and over 300 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.
Industry
Accounting services
Company size
1,001 - 5,000 Employees
Headquarters location
New York, NY, US
Year founded
1963