As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible ... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ...
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible ... and services Required qualifications, capabilities, and skills * FINRA Securities Industry ...
Client Service Associate
$13.50 - $18.75/hr
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
Client Service Associate
$13.50 - $18.75/hr
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide ...
Client Service Associate
$13.50 - $18.75/hr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Client Service Associate
$13.50 - $18.75/hr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Client Service Associate
Houston, TX · On-site
$13.50 - $18.75/hr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Client Service Associate
Houston, TX · On-site
$13.50 - $18.75/hr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and ...
Client Retention Associate
Houston, TX · On-site
Client Retention Associate As a client retention associate, you will gain a strong foundation in ... You will develop service line-specific and industry-specific skills and work directly with C-level ...
Client Retention Associate
Houston, TX · On-site
Client Retention Associate As a client retention associate, you will gain a strong foundation in ... You will develop service line-specific and industry-specific skills and work directly with C-level ...
Client Retention Associate
Houston, TX · On-site
As a Client Retention Associate , you will gain a strong foundation in specific industries and tax ... You will develop service line-specific and industry-specific skills and work directly with C-level ...
Client Retention Associate
Houston, TX · On-site
As a Client Retention Associate , you will gain a strong foundation in specific industries and tax ... You will develop service line-specific and industry-specific skills and work directly with C-level ...
Client Retention Associate
Houston, TX · On-site
As a Client Retention Associate , you will gain a strong foundation in specific industries and tax ... You will develop service line-specific and industry-specific skills and work directly with C-level ...
Client Retention Associate
Houston, TX · On-site
As a Client Retention Associate , you will gain a strong foundation in specific industries and tax ... You will develop service line-specific and industry-specific skills and work directly with C-level ...
Description As a Senior Client Service Associate within the Latin America Private Bank at J. ... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ...
Description As a Senior Client Service Associate within the Latin America Private Bank at J. ... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ...
Description As a Senior Client Service Associate within the Latin America Private Bank at J. ... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ...
Description As a Senior Client Service Associate within the Latin America Private Bank at J. ... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ...
As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will ... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ...
As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will ... services, and digital platform. Required qualifications, capabilities, and skills * FINRA ...
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
New
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability ...
New
Client Experience Associate
Houston, TX · Remote
$16/hr
Whether working from home, an office, or Anywhere, we offer products and services designed to help ... We are looking for a Client Experience Associate to join our team! Please see below for more ...
Client Experience Associate
Houston, TX · Remote
$16/hr
Whether working from home, an office, or Anywhere, we offer products and services designed to help ... We are looking for a Client Experience Associate to join our team! Please see below for more ...
Client Service Associate
Houston, TX · On-site
$13.75 - $19/hr
Ability to pass a financial services background check * Commitment to working onsite five days per ... Client Service Associate who knows Schwab, takes ownership of every detail, and genuinely cares ...
Client Service Associate
Houston, TX · On-site
$13.75 - $19/hr
Ability to pass a financial services background check * Commitment to working onsite five days per ... Client Service Associate who knows Schwab, takes ownership of every detail, and genuinely cares ...
Remote Client Support Associate
Houston, TX · On-site +1
$90K - $120K/yr
This opportunity is well-suited for professionals with a background in benefits, financial services, client advising, or consultative roles who are looking for purpose-driven work, flexible ...
Remote Client Support Associate
Houston, TX · On-site +1
$90K - $120K/yr
This opportunity is well-suited for professionals with a background in benefits, financial services, client advising, or consultative roles who are looking for purpose-driven work, flexible ...
As a Client Experience Associate within PNC's Retail organization, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
As a Client Experience Associate within PNC's Retail organization, you will be based in The ... process including, service to sales, teller interactions, and effective lobby engagement ...
Member Services Associate
Katy, TX · On-site
Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...
Member Services Associate
Katy, TX · On-site
Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...
Member Services Associate
Houston, TX · On-site
Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...
Member Services Associate
Houston, TX · On-site
Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...
Member Services Associate
Shenandoah, TX · On-site
Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...
Member Services Associate
Shenandoah, TX · On-site
Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...
Member Services Associate
Cypress, TX · On-site
Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...
Member Services Associate
Cypress, TX · On-site
Member Services Associate Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple ...
... client locations within the assigned region. This role ensures business continuity during employee ... Travel within the designated service area is required. Operational Coverage: Provide onsite ...
... client locations within the assigned region. This role ensures business continuity during employee ... Travel within the designated service area is required. Operational Coverage: Provide onsite ...
Client Services Associate information
See Houston, TX salary details
$9.64 - $12.31
3% of jobs
$12.31 - $14.98
12% of jobs
$16.14 is the 25th percentile. Wages below this are outliers.
$14.98 - $17.66
23% of jobs
The median wage is $18.93 / hr.
$17.66 - $20.33
24% of jobs
$22.52 is the 75th percentile. Wages above this are outliers.
$20.33 - $23
15% of jobs
$23 - $25.67
10% of jobs
$25.67 - $28.34
6% of jobs
$28.34 - $31.01
2% of jobs
$31.01 - $33.68
2% of jobs
$33.68 - $36.35
1% of jobs
$36.35 - $39.02
1% of jobs
$9
$21
$39
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

Full-time
Medical, Retirement
Re-posted 11 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
73rd of 170 rated banks
Job description
If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you!
As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.
Job responsibilities
- Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
- Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
- Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
- Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
- FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US