Client Service Coordinator
$18.25 - $23.75/hr
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national ... Associate degree in Business Administration or a related field preferred. * Experience in a ...
$18.25 - $23.75/hr
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national ... Associate degree in Business Administration or a related field preferred. * Experience in a ...
$18.25 - $23.75/hr
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national ... Associate degree in Business Administration or a related field preferred. * Experience in a ...
Cheshire, CT · On-site
$18.25 - $23.75/hr
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national ... Associate degree in Business Administration or a related field preferred. * Experience in a ...
Cheshire, CT · On-site
$18.25 - $23.75/hr
About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national ... Associate degree in Business Administration or a related field preferred. * Experience in a ...
Hamden, CT · On-site
$29.24 - $36.54/hr
Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor ... Provide client service and support related to check requests, deposits, wiring funds, record ...
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Hamden, CT · On-site
$29.24 - $36.54/hr
Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor ... Provide client service and support related to check requests, deposits, wiring funds, record ...
Associate Portfolio Manager Position Description TheAssociate Portfolio Manager is responsible for ... This individual will possess a client service mentality, strong written and oralcommunication ...
Associate Portfolio Manager Position Description TheAssociate Portfolio Manager is responsible for ... This individual will possess a client service mentality, strong written and oralcommunication ...
We serve a diverse client base across industries and sectors, helping organizations and individuals ... We are seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice.
We serve a diverse client base across industries and sectors, helping organizations and individuals ... We are seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice.
West Hartford, CT · On-site
We will rely on your leadership skills to help guide our Client Service Associates and create a learning environment. You apply your business insight and strong dedication to service to create depth ...
West Hartford, CT · On-site
We will rely on your leadership skills to help guide our Client Service Associates and create a learning environment. You apply your business insight and strong dedication to service to create depth ...
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Farmington, CT · On-site
$25 - $30/hr
... services they use, rather than surrendering a percentage of their assets under management. We ... This is not a traditional Client Service Associate role. It is fundamentally an organizational role ...
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Farmington, CT · On-site
$25 - $30/hr
... services they use, rather than surrendering a percentage of their assets under management. We ... This is not a traditional Client Service Associate role. It is fundamentally an organizational role ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Plainville, CT · On-site
$15.75 - $21.25/hr
... services, including prescriptions. • Answering questions regarding products and services ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Plainville, CT · On-site
$15.75 - $21.25/hr
... services, including prescriptions. • Answering questions regarding products and services ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
$15.75 - $21.25/hr
Recommending, selecting, and obtaining products and services, including prescriptions. Answering ... If you are a current associate, you need to apply through our internal career site. Please log into ...
$15.75 - $21.25/hr
Recommending, selecting, and obtaining products and services, including prescriptions. Answering ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Glastonbury, CT · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Glastonbury, CT · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Riverhead, NY · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Riverhead, NY · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Southampton, NY · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Southampton, NY · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
West Hartford, CT · On-site
$18 - $22/hr
Recommending, selecting, and obtaining products and services, including prescriptions. * Answering ... If you are a current associate, you need to apply through our internal career site. Please log into ...
West Hartford, CT · On-site
$18 - $22/hr
Recommending, selecting, and obtaining products and services, including prescriptions. * Answering ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Clinton, CT · On-site
$19/hr
Associate Benefits: * Career pathing * Work-life balance * Training * Paid time off * Pet Insurance ... The ideal candidate is committed to client service, demonstrating a strong understanding of, if not ...
Clinton, CT · On-site
$19/hr
Associate Benefits: * Career pathing * Work-life balance * Training * Paid time off * Pet Insurance ... The ideal candidate is committed to client service, demonstrating a strong understanding of, if not ...
Milford, CT · On-site
$15.25 - $18.50/hr
... Services and Bridgeport Hospital. EEO/AA/Disability/Veteran Responsibilities * 1. CLEANING ... by the client., After initial training, Must demonstrate ability to use supplies, tools and ...
Milford, CT · On-site
$15.25 - $18.50/hr
... Services and Bridgeport Hospital. EEO/AA/Disability/Veteran Responsibilities * 1. CLEANING ... by the client., After initial training, Must demonstrate ability to use supplies, tools and ...
$9.44 - $12.06
3% of jobs
$12.06 - $14.68
12% of jobs
$15.81 is the 25th percentile. Wages below this are outliers.
$14.68 - $17.29
23% of jobs
The median wage is $18.54 / hr.
$17.29 - $19.91
24% of jobs
$22.06 is the 75th percentile. Wages above this are outliers.
$19.91 - $22.52
15% of jobs
$22.52 - $25.14
10% of jobs
$25.14 - $27.76
6% of jobs
$27.76 - $30.37
2% of jobs
$30.37 - $32.99
2% of jobs
$32.99 - $35.61
1% of jobs
$35.61 - $38.22
1% of jobs
$9
$20
$38
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.
| 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.
$18.25 - $23.75/hr
Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 18 days ago
Sourced by ZipRecruiter
Insurance services
201 - 500 Employees
Fort Washington, PA, US
2019