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 ...
Client Services Associate
New York, NY · On-site
Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.
Client Services Associate
New York, NY · On-site
Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.
Client Services Associate
North Brunswick, NJ · Hybrid
$55K - $60K/yr
We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types ...
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Client Services Associate
North Brunswick, NJ · Hybrid
$55K - $60K/yr
We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types ...
Client Services Associate
New Brunswick, NJ · On-site
$55K - $60K/yr
We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types ...
Client Services Associate
New Brunswick, NJ · On-site
$55K - $60K/yr
We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types ...
Client Services Associate
New York, NY · On-site
$20/hr
Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.
Client Services Associate
New York, NY · On-site
$20/hr
Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.
Client Services Associate
New York, NY · On-site
$20/hr
Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"--you are the engine that keeps our ...
Quick apply
Client Services Associate
New York, NY · On-site
$20/hr
Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"--you are the engine that keeps our ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Client Services Associate
New York, NY · On-site
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Client Services Associate
New York, NY · On-site
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...
Client Services Associate
New York, NY · On-site
This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and ...
Client Services Associate
New York, NY · On-site
This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and ...
Client Services Associate
New York, NY · On-site
What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...
Client Services Associate
New York, NY · On-site
What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...
Client Services Associate
New York, NY · On-site
$45K - $50K/yr
What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...
Client Services Associate
New York, NY · On-site
$45K - $50K/yr
What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...
Client Services Associate
New York, NY · On-site
What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...
Client Services Associate
New York, NY · On-site
What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all ...
Senior Client Services Associate
New York, NY · On-site
$90K - $120K/yr
We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership ...
Quick apply
Senior Client Services Associate
New York, NY · On-site
$90K - $120K/yr
We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership ...
Staffing Sales & Client Services Associate
New York, NY · Remote
$65K - $70K/yr
Staffing Sales & Client Services Associate Location: New York, NY Job Type: Full-Time Compensation: Annual base salary + commission Schedule: Monday-Friday Job Summary HireFrontier is hiring a ...
Quick apply
Staffing Sales & Client Services Associate
New York, NY · Remote
$65K - $70K/yr
Staffing Sales & Client Services Associate Location: New York, NY Job Type: Full-Time Compensation: Annual base salary + commission Schedule: Monday-Friday Job Summary HireFrontier is hiring a ...
Staffing Sales & Client Services Associate
New York, NY · Remote
$65K - $70K/yr
Staffing Sales & Client Services Associate Location: New York, NY Job Type: Full-Time Compensation: Annual base salary + commission Schedule: Monday-Friday Job Summary HireFrontier is hiring a ...
Quick apply
Staffing Sales & Client Services Associate
New York, NY · Remote
$65K - $70K/yr
Staffing Sales & Client Services Associate Location: New York, NY Job Type: Full-Time Compensation: Annual base salary + commission Schedule: Monday-Friday Job Summary HireFrontier is hiring a ...
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced Registered Client Service ...
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced Registered Client Service ...
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced Registered Client Service ...
Quick apply
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced Registered Client Service ...
Associate, Client Services
$96K - $127K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
$96K - $127K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services
$96K - $127K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Quick apply
Associate, Client Services
$96K - $127K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Client Services Associate information
See Bridgewater, NJ salary details
$10.32 - $13.18
3% of jobs
$13.18 - $16.04
12% of jobs
$17.27 is the 25th percentile. Wages below this are outliers.
$16.04 - $18.90
23% of jobs
The median wage is $20.27 / hr.
$18.90 - $21.76
24% of jobs
$24.11 is the 75th percentile. Wages above this are outliers.
$21.76 - $24.62
15% of jobs
$24.62 - $27.48
10% of jobs
$27.48 - $30.34
6% of jobs
$30.34 - $33.20
2% of jobs
$33.20 - $36.05
2% of jobs
$36.05 - $38.91
1% of jobs
$38.91 - $41.77
1% of jobs
$10
$22
$41
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