About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine Travels Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable ...
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine Travels Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable ...
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
Carmel, IN ยท 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
Carmel, IN ยท 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 Service Associate - NR
$13.75 - $19/hr
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...
Client Service Associate - NR
$13.75 - $19/hr
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...
Client Service Associate - NR
Indianapolis, IN ยท On-site
$13.75 - $19/hr
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
Client Service Associate - NR
Indianapolis, IN ยท On-site
$13.75 - $19/hr
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
Client Service Associate - NR
$13.75 - $19/hr
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
Client Service Associate - NR
$13.75 - $19/hr
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
Client Services Representative I
Indianapolis, IN ยท On-site
$41K - $66K/yr
We believe that belonging leads to better outcomes and a stronger community of associates united by ... You have 2+ years of proven customer support or client service experience, including relevant ...
Client Services Representative I
Indianapolis, IN ยท On-site
$41K - $66K/yr
We believe that belonging leads to better outcomes and a stronger community of associates united by ... You have 2+ years of proven customer support or client service experience, including relevant ...
Client Services Representative I
Carmel, IN ยท On-site
$41K - $66K/yr
We believe that belonging leads to better outcomes and a stronger community of associates united by ... You have 2+ years of proven customer support or client service experience, including relevant ...
Client Services Representative I
Carmel, IN ยท On-site
$41K - $66K/yr
We believe that belonging leads to better outcomes and a stronger community of associates united by ... You have 2+ years of proven customer support or client service experience, including relevant ...
Client Service Associate
$70K - $75K/yr
Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include ...
Client Service Associate
$70K - $75K/yr
Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include ...
Client Service Associate
$50K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... As a member of the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate
$50K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... As a member of the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... As a member of the Client Services team, you'll play a pivotal role by partnering with the ...
Quick apply
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... As a member of the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate
Indianapolis, IN ยท On-site
$50K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide ... As a member of the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate
Indianapolis, IN ยท On-site
$50K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide ... As a member of the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate
Indianapolis, IN ยท On-site
$50K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... As a member of the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate
Indianapolis, IN ยท On-site
$50K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... As a member of the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate
$50K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide ... As a member of the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate
$50K - $65K/yr
Description Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide ... As a member of the Client Services team, you'll play a pivotal role by partnering with the ...
Client Service Associate
Carmel, IN ยท On-site
$13.75 - $19/hr
The Branch Client Service Associate I contributes to key business outcomes such as client retention ... Digital mental health services (Talkspace) * Flexible work hours (availability varies by office and ...
Client Service Associate
Carmel, IN ยท On-site
$13.75 - $19/hr
The Branch Client Service Associate I contributes to key business outcomes such as client retention ... Digital mental health services (Talkspace) * Flexible work hours (availability varies by office and ...
Client Service Associate
Indianapolis, IN ยท On-site
$70K - $75K/yr
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...
Client Service Associate
Indianapolis, IN ยท On-site
$70K - $75K/yr
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...
Client Service Associate
Indianapolis, IN ยท On-site
$70K - $75K/yr
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...
Client Service Associate
Indianapolis, IN ยท On-site
$70K - $75K/yr
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...
Client Service Associate (FP&A)
Indianapolis, IN ยท Hybrid
$50K/yr
We are seeking a Client Service Associate (Financial Planning & Analysis/FP&A) to support client ... financial services firm. This role sits at the center of the FP&A function and partners closely ...
Client Service Associate (FP&A)
Indianapolis, IN ยท Hybrid
$50K/yr
We are seeking a Client Service Associate (Financial Planning & Analysis/FP&A) to support client ... financial services firm. This role sits at the center of the FP&A function and partners closely ...
Project Services Associate
Indianapolis, IN ยท On-site
$16 - $20/hr
Description As a Project Services Associate you will be responsible for providing services in one ... This will vary depending on client needs In our efforts to exhibit a high level of service ...
Project Services Associate
Indianapolis, IN ยท On-site
$16 - $20/hr
Description As a Project Services Associate you will be responsible for providing services in one ... This will vary depending on client needs In our efforts to exhibit a high level of service ...
Client Service Associate
$14.50 - $19.75/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 ...
Client Service Associate
$14.50 - $19.75/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 ...
Client Services Associate information
See Fishers, IN salary details
$9.45 - $12.07
3% of jobs
$12.07 - $14.69
12% of jobs
$15.82 is the 25th percentile. Wages below this are outliers.
$14.69 - $17.30
23% of jobs
The median wage is $18.56 / hr.
$17.30 - $19.92
24% of jobs
$22.07 is the 75th percentile. Wages above this are outliers.
$19.92 - $22.54
15% of jobs
$22.54 - $25.16
10% of jobs
$25.16 - $27.78
6% of jobs
$27.78 - $30.40
2% of jobs
$30.40 - $33.01
2% of jobs
$33.01 - $35.63
1% of jobs
$35.63 - $38.25
1% of jobs
$9
$20
$38
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, and why are they important?
What is the role of a client 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 job makes $10,000 a month without a degree?
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
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Posted 5 days ago
Job description
About the job Client Services Associate
Client Services Associate (Remote)
About Hello Sunshine Travels
Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and customized itineraries.
Our team is committed to delivering outstanding customer experiences while providing a supportive, collaborative, and flexible remote work environment. As we continue to expand, we are seeking motivated individuals who are passionate about customer service, travel, and helping others.
Position Overview
We are currently seeking a Client Services Associate to join our remote team. In this role, you will serve as a primary point of contact for clients, providing support throughout the travel planning process while ensuring a smooth and enjoyable customer experience.
In addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service.
Key Responsibilities
- Respond to client inquiries via phone, email, and messaging platforms
- Provide exceptional customer support throughout the booking process
- Assist clients with travel reservations, itinerary planning, and trip coordination
- Resolve customer concerns in a professional and timely manner
- Maintain accurate client records and booking information
- Process payments and assist with invoice management
- Collaborate with team members to ensure seamless client experiences
- Follow up with clients before, during, and after travel as needed
- Stay informed about travel products, destinations, and supplier offerings
- Develop and maintain strong relationships with prospective and existing clients
- Assist with client outreach and follow-up communications
- Identify client travel needs and recommend appropriate travel solutions
- Generate new business through referrals, networking, social media engagement, and relationship-building efforts
- Maintain ongoing communication with clients to encourage repeat business and referrals
- Provide personalized travel recommendations and exceptional service to foster long-term client relationships
- Support business growth initiatives while maintaining high levels of customer satisfaction
- Strong customer service and client relations skills
- Excellent verbal and written communication abilities
- Ability to multitask and manage multiple client requests simultaneously
- Strong organizational and problem-solving skills
- Detail-oriented with excellent time management abilities
- Comfortable working independently in a remote environment
- Basic financial and payment processing knowledge preferred
- Experience in travel, hospitality, tourism, customer service, sales, or client relations is a plus
- Proficiency with computers, email platforms, social media, and online booking systems
- Fully remote work environment
- Flexible scheduling opportunities
- Comprehensive training and ongoing support
- Professional development and growth opportunities
- Collaborative and supportive team culture
- Opportunity to work within the exciting travel industry
If you are passionate about helping others, enjoy building relationships, and are excited about the travel industry, we encourage you to apply.