Description The Client Services Associate plays a critical support role in CSC's client experience and internal execution. By partnering closely with Account Management and Procurement teams, this ...
Description The Client Services Associate plays a critical support role in CSC's client experience and internal execution. By partnering closely with Account Management and Procurement teams, this ...
Client Services Associate
Richmond, VA · On-site
The Client Services Associate helps maintain operational accuracy, supports timely documentation and processing, and enables Account Managers to focus on relationship management and strategic client ...
Client Services Associate
Richmond, VA · On-site
The Client Services Associate helps maintain operational accuracy, supports timely documentation and processing, and enables Account Managers to focus on relationship management and strategic client ...
The Client Services Associate helps maintain operational accuracy, supports timely documentation and processing, and enables Account Managers to focus on relationship management and strategic client ...
The Client Services Associate helps maintain operational accuracy, supports timely documentation and processing, and enables Account Managers to focus on relationship management and strategic client ...
Client Services Associate
Mclean, VA · On-site
$27 - $31/hr
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Mclean, VA · On-site
$27 - $31/hr
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Mclean, VA · On-site
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Mclean, VA · On-site
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
About the job Client Services Associate / Travel About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized ...
About the job Client Services Associate / Travel About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
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Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Service Associate
Arlington, VA · On-site
$16.75 - $23/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Service Associate
Arlington, VA · On-site
$16.75 - $23/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Service Associate
$16.75 - $23/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Service Associate
$16.75 - $23/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service needs are delivered ...
The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service needs are delivered ...
Client Service Associate
Arlington, VA · On-site
$16.75 - $23/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Service Associate
Arlington, VA · On-site
$16.75 - $23/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
Client Services Associate information
See Virginia salary details
$10.01 - $12.78
3% of jobs
$12.78 - $15.56
12% of jobs
$16.75 is the 25th percentile. Wages below this are outliers.
$15.56 - $18.33
23% of jobs
The median wage is $19.66 / hr.
$18.33 - $21.10
24% of jobs
$23.38 is the 75th percentile. Wages above this are outliers.
$21.10 - $23.88
15% of jobs
$23.88 - $26.65
10% of jobs
$26.65 - $29.42
6% of jobs
$29.42 - $32.20
2% of jobs
$32.20 - $34.97
2% of jobs
$34.97 - $37.74
1% of jobs
$37.74 - $40.51
1% of jobs
$10
$22
$40
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

Job description
Description
The Client Services Associate plays a critical support role in CSC's client experience and internal execution. By partnering closely with Account Management and Procurement teams, this position ensures lease transactions move efficiently from onboarding through commencement. The Client Services Associate helps maintain operational accuracy, supports timely documentation and processing, and enables Account Managers to focus on relationship management and strategic client needs.
Through strong coordination, attention to detail, and proactive communication, this role contributes directly to client satisfaction, internal alignment, and the smooth execution of CSC's leasing operations.
What You'll Do at CSC
Account & Team Support
Assist Account Managers and Procurement Specialists throughout the lease origination process, including onboarding new clients, servicing existing clients, and supporting leases through commencement.
Provide administrative and operational support to ensure deadlines and internal requirements are met.
Summarize and document account information to support efficient lease processing.
Client Support & Communication
Support client outreach and follow-up efforts as directed by the Account Management team.
Help ensure client requests and documentation needs are addressed accurately and professionally.
Promote clear and effective cross-departmental communication to support comprehensive account management.
Order Entry & Transaction Processing
Accurately process order entries and sale-leaseback transactions with strong attention to detail.
Assist with invoice processing and documentation tracking to ensure completeness and compliance.
Support lease extensions and other administrative updates as needed.
Documentation & Compliance Support
Help generate, collect, organize, and maintain lease and onboarding documentation in accordance with company standards.
Ensure required documentation is properly stored and accessible for internal teams.
Learning, Development & Peer Support
Participate in team meetings, training sessions, and peer mentorship opportunities.
Take detailed notes to build knowledge of the full lease origination lifecycle.
Contribute to process improvement initiatives through cross-functional collaboration.
Requirements
Qualifications
- 3+ years of experience in an administrative, leasing, or related role
- Experience supporting order entry, documentation, or transactional workflows.
- Salesforce.com experience preferred.
The Skills and Experience You'll Need to Be Successful
Administrative & Operational Support
Ability to manage multiple tasks simultaneously while maintaining accuracy and organization.
Strong attention to detail, particularly when handling documentation, order entry, and data inputs.
Systems & Tools
Familiarity with CRM platforms, particularly Salesforce.com, to support account and documentation management.
Proficiency in Microsoft Office Suite, including Excel.
Communication & Collaboration
Professional verbal and written communication skills.
Strong interpersonal skills, including teamwork and active listening.
Ability to collaborate effectively across departments
Client-Focused Mindset
Demonstrated ability to support client needs and contribute to positive service outcomes.
Comfortable working in a fast-paced, service-oriented environment.
Independent Problem Solving & Critical Thinking
-Demonstrated ability to work independently, assess situations, and apply sound judgment to resolve issues without constant supervision.
-Strong critical-thinking skills, with the ability to analyze information, identify discrepancies, and recommend practical solutions.
-Comfortable making decisions within established guidelines and escalating appropriately when needed.
Analytical & Technical Skills
- Strong mathematical aptitude with the ability to perform calculations, validate figures, and identify variances.
- Proficiency in Excel, including use of formulas, sorting/filtering, and basic data analysis to support lease and documentation accuracy.
What We Believe - Company Vision and Values
At CSC, we believe in the power of innovation to reshape the world. We are committed to enabling businesses to thrive by providing flexible and forward-thinking financial solutions.
Our vision is simple yet profound: We envision a world reshaped by the ingenuity of innovators.
We are guided by six core values that shape our culture and define how we work:
- The      Golden Rule -      We treat others as we wish to be treated.
- Innovation - We look ahead to identify opportunities with the potential to make things better.
- Integrity - We speak with candor and honor our commitments because our word is our bond.
- Ambition - We strive for excellence, fueled by determination and a relentless work ethic.
- Humility - We value what people bring to the table and appreciate other viewpoints.
- Optimism - We know anything can be accomplished with ingenuity, commitment, and collaboration.
Please note that this job description does not contain a comprehensive list of responsibilities and tasks required for this role. The job description, as well as its responsibilities and tasks, may change at any time with or without notice.
CSC Leasing is an Equal Opportunity Employer. All applicants will be considered without regard to race, color, religion, sex, gender identity, age, national origin, disability, sexual orientation, veteran status, or any other legally protected status.
About CSC Leasing
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Richmond, VA, US
Year founded
1986