P&C - Client Service Executive
Tampa, FL ยท On-site
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Tampa, FL ยท On-site
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Tampa, FL ยท On-site
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Tampa, FL ยท 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.
Tampa, FL ยท 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.
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Saint Petersburg, FL ยท On-site
$40K - $75K/yr
Client Service & Financial Administrative Assistant Position Overview Join our 8-member wealth management team as the vital bridge between our financial advisors, large client base, and the home ...
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Saint Petersburg, FL ยท On-site
$40K - $75K/yr
Client Service & Financial Administrative Assistant Position Overview Join our 8-member wealth management team as the vital bridge between our financial advisors, large client base, and the home ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Lakeland, FL ยท On-site
$25.43 - $42.35/hr
Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. * Partners with Financial Advisor to strategize on ...
Lakeland, FL ยท On-site
$25.43 - $42.35/hr
Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. * Partners with Financial Advisor to strategize on ...
Lakeland, FL ยท On-site
$25.43 - $42.35/hr
Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. * Partners with Financial Advisor to strategize on ...
Lakeland, FL ยท On-site
$25.43 - $42.35/hr
Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc. * Partners with Financial Advisor to strategize on ...
$12.50 - $17/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...
$12.50 - $17/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...
Largo, FL ยท On-site
$12.50 - $17/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...
Largo, FL ยท On-site
$12.50 - $17/hr
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Services a high volume of daily interactions, including basic inquiries and scheduling of meetings ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Provide recommendations to the Client Service Manager. * Handle escalated customer issues and ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Provide recommendations to the Client Service Manager. * Handle escalated customer issues and ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Provide recommendations to the Client Service Manager. * Handle escalated customer issues and ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Provide recommendations to the Client Service Manager. * Handle escalated customer issues and ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Provide recommendations to the Client Service Manager. * Handle escalated customer issues and ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Provide recommendations to the Client Service Manager. * Handle escalated customer issues and ...
The Role Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement ... Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and * Receive formal ...
The Role Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement ... Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and * Receive formal ...
Overview At Gallagher, we're looking for an Associate Client Service Manager to join our Commercial ... You'll also help secure existing business, explore opportunities for additional services, and ...
Overview At Gallagher, we're looking for an Associate Client Service Manager to join our Commercial ... You'll also help secure existing business, explore opportunities for additional services, and ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Collaborate with internal teams to address client issues and deliver high-quality service ...
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Collaborate with internal teams to address client issues and deliver high-quality service ...
Tampa, FL ยท On-site
$100K - $187K/yr
The Associate Manager-Client Services (AMCS) is responsible for all client interfaces within the assigned account scope. The AMCS works together with their manager (Manager-Client Services/Senior ...
Tampa, FL ยท On-site
$100K - $187K/yr
The Associate Manager-Client Services (AMCS) is responsible for all client interfaces within the assigned account scope. The AMCS works together with their manager (Manager-Client Services/Senior ...
Tampa, FL ยท On-site
$100K - $187K/yr
The Associate Manager-Client Services (AMCS) is responsible for all client interfaces within the assigned account scope. The AMCS works together with their manager (Manager-Client Services/Senior ...
Tampa, FL ยท On-site
$100K - $187K/yr
The Associate Manager-Client Services (AMCS) is responsible for all client interfaces within the assigned account scope. The AMCS works together with their manager (Manager-Client Services/Senior ...
Saint Petersburg, FL ยท On-site
$130K - $150K/yr
Position Overview The Client Portfolio Associate is a member of the North American Client Portfolio ... Support sales and client service activities across U.S. and Canadian distribution channels.
Saint Petersburg, FL ยท On-site
$130K - $150K/yr
Position Overview The Client Portfolio Associate is a member of the North American Client Portfolio ... Support sales and client service activities across U.S. and Canadian distribution channels.
$16.25 - $22.50/hr
You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well ...
$16.25 - $22.50/hr
You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well ...
Tampa, FL ยท On-site
$75K - $93K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Tampa, FL ยท On-site
$75K - $93K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
$8.77 - $11.20
3% of jobs
$11.20 - $13.63
12% of jobs
$14.68 is the 25th percentile. Wages below this are outliers.
$13.63 - $16.06
23% of jobs
The median wage is $17.23 / hr.
$16.06 - $18.50
24% of jobs
$20.49 is the 75th percentile. Wages above this are outliers.
$18.50 - $20.93
15% of jobs
$20.93 - $23.36
10% of jobs
$23.36 - $25.79
6% of jobs
$25.79 - $28.22
2% of jobs
$28.22 - $30.65
2% of jobs
$30.65 - $33.08
1% of jobs
$33.08 - $35.51
1% of jobs
$8
$19
$35
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.
| 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.

Other
Medical, Dental, Vision, Retirement, PTO
Re-posted 3 days ago
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Insurance services
201 - 500 Employees
Atlanta, GA, US
1960