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
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
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 ...
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 ...
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
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
$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 ...
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel: 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client ...
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel: 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client ...
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel : 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client ...
Quick apply
Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel : 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client ...
Private Client Services Associate Attorney (Midlevel) - New York
New York, NY · On-site
$365K - $420K/yr
Private Client Services Associate Attorney - Midlevel 4-6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services ...
Quick apply
Private Client Services Associate Attorney (Midlevel) - New York
New York, NY · On-site
$365K - $420K/yr
Private Client Services Associate Attorney - Midlevel 4-6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services ...
Associate, Client Services
New York, NY · On-site
$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
New York, NY · On-site
$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
New York, NY · On-site
$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
New York, NY · On-site
$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
New York, NY · On-site
$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
New York, NY · On-site
$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 Service Associate
Gladstone, NJ · On-site
$85K/yr
Client Services Associate - On Site We are seeking a proactive, highly organized Client Services Associate who enjoys taking ownership, creating order, and keeping work moving. This is an important ...
Client Service Associate
Gladstone, NJ · On-site
$85K/yr
Client Services Associate - On Site We are seeking a proactive, highly organized Client Services Associate who enjoys taking ownership, creating order, and keeping work moving. This is an important ...
Client Services Associate - On Site Gladstone, NJ The Opportunity We are seeking a proactive, highly organized Client Services Associate who enjoys taking ownership, creating order, and keeping work ...
Quick apply
Client Services Associate - On Site Gladstone, NJ The Opportunity We are seeking a proactive, highly organized Client Services Associate who enjoys taking ownership, creating order, and keeping work ...
Do you know how to take care of people? We're looking for a Registered Client Service Associate to ... services and capabilities help with the preparation of reports and other materials for client ...
Do you know how to take care of people? We're looking for a Registered Client Service Associate to ... services and capabilities help with the preparation of reports and other materials for client ...
Client Experience Associate
New York, NY · On-site
$19 - $21/hr
As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing ...
Client Experience Associate
New York, NY · On-site
$19 - $21/hr
As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing ...
Client Experience Associate
New York, NY · On-site
$19 - $21/hr
As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing ...
Client Experience Associate
New York, NY · On-site
$19 - $21/hr
As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing ...
Client Experience Associate
New York, NY · On-site
$19 - $21/hr
As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing ...
Client Experience Associate
New York, NY · On-site
$19 - $21/hr
As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing ...
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 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 does a client services associate do?
What are the key skills and qualifications needed to thrive as a client services associate?
What are some common challenges faced by client services associates, and how can they be overcome?
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.
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
What are the most commonly searched types of Client Services jobs in Bridgewater, NJ?
The most popular types of Client Services jobs in Bridgewater, NJ are:
What are popular job titles related to Client Services Associate jobs in Bridgewater, NJ?
For Client Services Associate jobs in Bridgewater, NJ, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Bridgewater, NJ look for?
The top searched job categories for Client Services Associate jobs in Bridgewater, NJ are:
What cities near Bridgewater, NJ are hiring for Client Services Associate jobs?
Cities near Bridgewater, NJ with the most Client Services Associate job openings:

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
Â
.
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