Bonus) Warren NJ Seeking a client service associate with 2+ years of experience to support a senior relationship manager. This position requires someone with strong technical skills, attention to ...
Bonus) Warren NJ Seeking a client service associate with 2+ years of experience to support a senior relationship manager. This position requires someone with strong technical skills, attention to ...
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 ...
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem ...
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem ...
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 ...
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem ...
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem ...
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem ...
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem ...
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem ...
Quick apply
... services industry, including retail securities brokerage, institutional sales and trading ... The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem ...
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
Lansdale, PA · 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
Lansdale, PA · 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 ...
Client Services Opportunity
Allentown, PA · On-site
Client Services Representative Assign the best candidates for open positions Be prepared with a ... Requirements Associates Degree in Business or two years experience in recruiting and staffing ...
Client Services Opportunity
Allentown, PA · On-site
Client Services Representative Assign the best candidates for open positions Be prepared with a ... Requirements Associates Degree in Business or two years experience in recruiting and staffing ...
Guest Services Associate
Stroudsburg, PA · On-site
$14.25 - $17.25/hr
Build and Maintain client relations through excellent customer service and promotion * Handle ... Generate Daily Reports Job Requirements Successful Guest Services Associate candidates will possess ...
Guest Services Associate
Stroudsburg, PA · On-site
$14.25 - $17.25/hr
Build and Maintain client relations through excellent customer service and promotion * Handle ... Generate Daily Reports Job Requirements Successful Guest Services Associate candidates will possess ...
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
... services offered through Summit Financial Group, an affiliated company. We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated ...
Quick apply
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
... services offered through Summit Financial Group, an affiliated company. We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated ...
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
... services offered through Summit Financial Group, an affiliated company. We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated ...
Quick apply
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
... services offered through Summit Financial Group, an affiliated company. We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated ...
... services offered through Summit Financial Group, an affiliated company. We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated ...
... services offered through Summit Financial Group, an affiliated company. We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated ...
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
... services offered through Summit Financial Group, an affiliated company. We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated ...
Quick apply
Client Associate - Financial Services
Perkasie, PA · On-site
$45K - $55K/yr
... services offered through Summit Financial Group, an affiliated company. We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated ...
Client Services Opportunity
Allentown, PA · On-site
$25 - $30/hr
... Associates Degree in Business or two years experience in recruiting and staffing Familiarity with Personal Computer software, including Microsoft Word and Excel Recruiting, Marketing or Sales ...
Client Services Opportunity
Allentown, PA · On-site
$25 - $30/hr
... Associates Degree in Business or two years experience in recruiting and staffing Familiarity with Personal Computer software, including Microsoft Word and Excel Recruiting, Marketing or Sales ...
Retirement Client Service Manager
Lansdale, PA · On-site
$80K - $100K/yr
This role is responsible for ensuring our clients understand all the services Navia provides and ... Consult on plan terminations, mergers & acquisitions, and oversee associates to ensure smooth ...
Retirement Client Service Manager
Lansdale, PA · On-site
$80K - $100K/yr
This role is responsible for ensuring our clients understand all the services Navia provides and ... Consult on plan terminations, mergers & acquisitions, and oversee associates to ensure smooth ...
Guest Service Associate
Allentown, PA · On-site
$15 - $20/hr
... services to guests, processing guest payments and acting as an information source on various ... The actual client pay rates may differ.
Guest Service Associate
Allentown, PA · On-site
$15 - $20/hr
... services to guests, processing guest payments and acting as an information source on various ... The actual client pay rates may differ.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Client Services Associate information
See Bethlehem, PA salary details
$9.98 - $12.74
3% of jobs
$12.74 - $15.50
12% of jobs
$16.70 is the 25th percentile. Wages below this are outliers.
$15.50 - $18.27
23% of jobs
The median wage is $19.59 / hr.
$18.27 - $21.03
24% of jobs
$23.30 is the 75th percentile. Wages above this are outliers.
$21.03 - $23.80
15% of jobs
$23.80 - $26.56
10% of jobs
$26.56 - $29.32
6% of jobs
$29.32 - $32.09
2% of jobs
$32.09 - $34.85
2% of jobs
$34.85 - $37.61
1% of jobs
$37.61 - $40.38
1% of jobs
$9
$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?
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
Leading Financial Services Company
Client Service Associate (50K-70K + Disc. Bonus) Warren NJ
Seeking a client service associate with 2+ years of experience to support a senior relationship manager. This position requires someone with strong technical skills, attention to detail, excellent communication skills and the willingness and ability to learn. This position will provide significant exposure to running a full service financial services organization and provide the right candidate with the opportunity to learn and grow within a comprehensive wealth management organization.
Duties and Responsibilities:
- Support senior relationship manager to increase effectiveness by relieving the senior relationship manager of many day-to-day activities.
- Position involves extensive client contact, individual will be involved in all activities interfacing with clients and prospects
- Coordinates information flow among internal departments, clients and others as necessary
- Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas.
- Keeps others on the team informed of status of account administration, retention and projects.
- Communicates work in progress with the financial planner and clients.
- Indentifies and recommends technology/process improvements which may improve overall productivity and client satisfaction
- Assists with the marketing efforts
- Competes special projects as assigned by management.
Qualifications
- Strong communication skills (verbal & written)
- Ability to exercise good judgment by recognizing urgency and prioritizing tasks accordingly
- Able to work independently with strong administrative and problem solving skills
- Team Player - must be able to work across departments and assist in the development and implementation of plans.
- Must have the ability to multi-task and stay focused in a highly visible, fast-paced and team oriented environment.
- Detail oriented
- 2+ years prior experience in a financial service organization
- Bachelor's degree
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50-70K + bonus
Email [email protected]
About Clark Davis Associates
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Parsippany, NJ, US
Year founded
1987