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Client Services Associate Jobs in Lees Summit, MO

Cetera

Office Services Associate

Leawood, KS · On-site

$15.50 - $19.50/hr

Office Services, etc. Mange vendor relationships and contract/invoices Schedule office equipment ... client gifts and swag Manage all office and kitchen inventory, including invoice and budget ...

Cetera

Office Services Associate

Leawood, KS · On-site

$15.50 - $19.50/hr

Office Services, etc. Mange vendor relationships and contract/invoices Schedule office equipment ... client gifts and swag Manage all office and kitchen inventory, including invoice and budget ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Lees Summit, MO

Client Services Associate information

See Lees Summit, MO salary details

$9

$21

$39

How much do client services associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for client services associate in Lees Summit, MO is $21.80, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $24.33 per hour, depending on experience, location, and employer.

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?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting 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.

More about Client Services Associate jobs

What job categories do people searching Client Services Associate jobs in Lees Summit, MO look for?

The top searched job categories for Client Services Associate jobs in Lees Summit, MO are:

What cities near Lees Summit, MO are hiring for Client Services Associate jobs?

Cities near Lees Summit, MO with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Lees Summit, MO as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $45,339 per year, or $21.8 per hour.

Client Associate / Registered Client Associate

Emerald Legacy Advisors

Kansas City, MO • On-site

Other

Medical, Retirement, PTO

Posted 4 days ago

Job description

Emerald Legacy Advisors is looking for a Client Associate or a Registered Client Associate starting January 2nd 2027.


Responsibilities

  • Demonstrate a client-first approach as you schedule appointments, meet compliance standards, research and resolve problems, onboard new accounts, process and maintain records, implement technology changes, and prepare correspondence in a professional and collaborative environment.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires, and ACHs in a timely manner.
  • Plan office events and maintain marketing materials.
  • Manage office accounts payable.

 

Qualifications

  • Bachelor’s Degree or equivalent job-related experience (business, finance, or accounting sectors preferred)
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire.
  • Life, Variable Life, and Variable Annuity insurance licensed or the willingness to get licensed within 12 months of hire.
  • This is a very analytical as well as client facing role; you must be able to balance organizational skills and attention to detail with strong soft skills like verbal and written communication, people, and client service abilities.


Benefits

  • Pay type: Salary
  • Paid time off
  • 10 stock market holidays each year
  • M-F hours: 8:30am-4:30pm
  • Allocated number of work from home days per year
  • Health insurance stipend
  • Paid Parental Leave
  • Simple IRA match
  • Professional development assistance: Your career progression matters to us. We offer training, development, and learning resources so you can continue to grow your financial career in a way that matters to you. 


Apply