About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to high producing ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to high producing ...
We proudly provide unique financial plans and investment management services to over 80,000 ... Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting ...
We proudly provide unique financial plans and investment management services to over 80,000 ... Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting ...
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth ...
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth ...
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth ...
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth ...
CJ's industry-leading solutions and services are what makes our innovative marketing technology ... Within the Associate role, there are several tracts available for focus. Strategy * Providing ...
CJ's industry-leading solutions and services are what makes our innovative marketing technology ... Within the Associate role, there are several tracts available for focus. Strategy * Providing ...
CJ's industry-leading solutions and services are what makes our innovative marketing technology ... Within the Associate role, there are several tracts available for focus. Strategy * Providing ...
CJ's industry-leading solutions and services are what makes our innovative marketing technology ... Within the Associate role, there are several tracts available for focus. Strategy * Providing ...
CLIENT SERVICES MANAGER
Tucker, GA · On-site
$70K - $85K/yr
Job Summary Customer Service Manager serves as the single point of contact of accountability for site operations across two client locations, leading a team of approximately 10 associates delivering ...
CLIENT SERVICES MANAGER
Tucker, GA · On-site
$70K - $85K/yr
Job Summary Customer Service Manager serves as the single point of contact of accountability for site operations across two client locations, leading a team of approximately 10 associates delivering ...
CLIENT SERVICES MANAGER
$70K - $85K/yr
Job Summary Customer Service Manager serves as the single point of contact of accountability for site operations across two client locations, leading a team of approximately 10 associates delivering ...
CLIENT SERVICES MANAGER
$70K - $85K/yr
Job Summary Customer Service Manager serves as the single point of contact of accountability for site operations across two client locations, leading a team of approximately 10 associates delivering ...
Client Experience Associate
Atlanta, GA · On-site
$45K - $54K/yr
If you've worked in hospitality, luxury retail, or private client services and you know what white ... The Role As Client Experience Associate, you are the first voice clients hear and the first face ...
Client Experience Associate
Atlanta, GA · On-site
$45K - $54K/yr
If you've worked in hospitality, luxury retail, or private client services and you know what white ... The Role As Client Experience Associate, you are the first voice clients hear and the first face ...
CLIENT SERVICES MANAGER
Tucker, GA · On-site
$70K - $85K/yr
Job Summary Customer Service Manager serves as the single point of contact of accountability for site operations across two client locations, leading a team of approximately 10 associates delivering ...
CLIENT SERVICES MANAGER
Tucker, GA · On-site
$70K - $85K/yr
Job Summary Customer Service Manager serves as the single point of contact of accountability for site operations across two client locations, leading a team of approximately 10 associates delivering ...
Client Experience Associate
Atlanta, GA · On-site
$45K - $54K/yr
If you've worked in hospitality, luxury retail, or private client services and you know what white ... The Role As Client Experience Associate, you are the first voice clients hear and the first face ...
Client Experience Associate
Atlanta, GA · On-site
$45K - $54K/yr
If you've worked in hospitality, luxury retail, or private client services and you know what white ... The Role As Client Experience Associate, you are the first voice clients hear and the first face ...
Client Experience Associate
Atlanta, GA · On-site
$45K - $54K/yr
If you've worked in hospitality, luxury retail, or private client services and you know what white ... The Role As Client Experience Associate, you are the first voice clients hear and the first face ...
Quick apply
Client Experience Associate
Atlanta, GA · On-site
$45K - $54K/yr
If you've worked in hospitality, luxury retail, or private client services and you know what white ... The Role As Client Experience Associate, you are the first voice clients hear and the first face ...
Work with the Senior Administrative Associate to ensure administrative support is well-organized, responsive, and aligned to client and team needs. * Recruit, mentor, and retain a high-performing ...
Work with the Senior Administrative Associate to ensure administrative support is well-organized, responsive, and aligned to client and team needs. * Recruit, mentor, and retain a high-performing ...
Wealth Management Associate
Atlanta, GA · On-site
Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Wealth Management Associate
Atlanta, GA · On-site
Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Patron Services Associate
Atlanta, GA · On-site
$16.15 - $19.78/hr
The Patron Services Associate plays a critical role in creating a welcoming and accessible ... and client relationship development * Administer the PAC School Matinee Series, including ...
Patron Services Associate
Atlanta, GA · On-site
$16.15 - $19.78/hr
The Patron Services Associate plays a critical role in creating a welcoming and accessible ... and client relationship development * Administer the PAC School Matinee Series, including ...
Client Service Associate (Alpharetta, GA)
Alpharetta, GA · On-site
$14.25 - $19.50/hr
The Client Service Associate is responsible for understanding firm policies, procedures, and ... How Morgan Stanley Client Services Professionals Make an Impact : * Be an effective communicator:
Client Service Associate (Alpharetta, GA)
Alpharetta, GA · On-site
$14.25 - $19.50/hr
The Client Service Associate is responsible for understanding firm policies, procedures, and ... How Morgan Stanley Client Services Professionals Make an Impact : * Be an effective communicator:
Client Services Coordinator
Norcross, GA · On-site
Salary: $17 - $19 JJ Moore & Associates is a dynamic immigration law firm with offices in Nashville ... Client Services Coordinator Skills and Requirements * Friendly, upbeat, and outgoing personality
Quick apply
Client Services Coordinator
Norcross, GA · On-site
Salary: $17 - $19 JJ Moore & Associates is a dynamic immigration law firm with offices in Nashville ... Client Services Coordinator Skills and Requirements * Friendly, upbeat, and outgoing personality
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan ...
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan ...
Client Services Coordinator
$16.50 - $21.75/hr
JJ Moore & Associates is a dynamic immigration law firm with offices in Nashville, Tennessee, and ... Client Services Coordinator Skills and Requirements * Friendly, upbeat, and outgoing personality
Client Services Coordinator
$16.50 - $21.75/hr
JJ Moore & Associates is a dynamic immigration law firm with offices in Nashville, Tennessee, and ... Client Services Coordinator Skills and Requirements * Friendly, upbeat, and outgoing personality
Client Services Associate information
See Decatur, GA salary details
$9.86 - $12.59
3% of jobs
$12.59 - $15.32
12% of jobs
$16.50 is the 25th percentile. Wages below this are outliers.
$15.32 - $18.05
23% of jobs
The median wage is $19.36 / hr.
$18.05 - $20.78
24% of jobs
$23.02 is the 75th percentile. Wages above this are outliers.
$20.78 - $23.51
15% of jobs
$23.51 - $26.24
10% of jobs
$26.24 - $28.97
6% of jobs
$28.97 - $31.70
2% of jobs
$31.70 - $34.44
2% of jobs
$34.44 - $37.17
1% of jobs
$37.17 - $39.90
1% of jobs
$9
$21
$39
How much do client services associate jobs pay per hour?
What does a client service associate do?
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 jobs pay 4000 a week without a degree?
Is a CSA job stressful?
What are some common challenges faced by Client Services Associates, and how can they be overcome?
What does a customer service associate do?
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
Full-time
Posted 16 days ago
Ameriprise rating
7.9
Based on 119 frontline employees who took The Breakroom Quiz
84th of 148 rated financial services
Job description
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!Key Responsibilities:
- Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
- Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
- Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
- Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications:
- Bachelors degree or equivalent.
- 3 - 5 years relevant experience required.
- Series 7 or ability to obtain within 150 days.
- State securities agent registration (S63 or S66) or ability to obtain within 150 days.
- Experience working in a client service environment.
- Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
- Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
- Able to communicate with all levels within the organization. Process oriented and can work with a team.
- Strong computer and software skills.
Preferred Qualifications:
- State IAR registration (S65 or S66) or ability to obtain within 150 days.
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
What Ameriprise employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Ameriprise
Sourced by ZipRecruiter
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
1894