About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... Registered Client Service Associate to join our team. This role plays an important part in ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... Registered Client Service Associate to join our team. This role plays an important part in ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... Registered Client Service Associate to join our team. This role plays an important part in ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... Registered Client Service Associate to join our team. This role plays an important part in ...
The Supervisor Client Services is responsible for assisting with all aspects of client servicing ... Develop and sustain communication and relationship with all clients and associates. * Directly ...
The Supervisor Client Services is responsible for assisting with all aspects of client servicing ... Develop and sustain communication and relationship with all clients and associates. * Directly ...
Client Service Associate
Shreveport, LA · On-site
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Client Service Associate
Shreveport, LA · On-site
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Tax Senior Associate - Private Client Services
Shreveport, LA · Hybrid
$80K - $100K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
Tax Senior Associate - Private Client Services
Shreveport, LA · Hybrid
$80K - $100K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
Tax Senior Associate - Private Client Services
Shreveport, LA · Hybrid
$80K - $100K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
Tax Senior Associate - Private Client Services
Shreveport, LA · Hybrid
$80K - $100K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
Client Service Associate
Shreveport, LA · On-site
$14.25 - $19.75/hr
Community Wealth Services, in partnership with Community Bank of Louisiana and Ameriprise Financial, is seeking a detail-oriented and client-focused Registered Client Service Associate to join our ...
Client Service Associate
Shreveport, LA · On-site
$14.25 - $19.75/hr
Community Wealth Services, in partnership with Community Bank of Louisiana and Ameriprise Financial, is seeking a detail-oriented and client-focused Registered Client Service Associate to join our ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Senior Tax Associate
$80K - $100K/yr
Senior Tax Associate - Shreveport, LA Who: An experienced tax professional with at least three ... client service. When: Full-time position available immediately. Where: Shreveport, LA Why: To ...
Quick apply
Senior Tax Associate
$80K - $100K/yr
Senior Tax Associate - Shreveport, LA Who: An experienced tax professional with at least three ... client service. When: Full-time position available immediately. Where: Shreveport, LA Why: To ...
Senior Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
Senior Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
Senior Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
Senior Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
Senior Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
Senior Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
Chief of Staff Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Chief of Staff Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Veterinarian - Chief of Staff
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Veterinarian - Chief of Staff
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Veterinarian - Chief of Staff
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Veterinarian - Chief of Staff
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Veterinarian - Chief of Staff
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Veterinarian - Chief of Staff
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Chief of Staff Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Chief of Staff Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Veterinarian - Chief of Staff
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Veterinarian - Chief of Staff
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Area Chief of Staff Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Area Chief of Staff Veterinarian
$117K - $170K/yr
Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs ...
New
Client Services Associate information
See Mansfield, LA salary details
$8.09 - $10.34
3% of jobs
$10.34 - $12.58
12% of jobs
$13.55 is the 25th percentile. Wages below this are outliers.
$12.58 - $14.82
23% of jobs
The median wage is $15.90 / hr.
$14.82 - $17.07
24% of jobs
$18.91 is the 75th percentile. Wages above this are outliers.
$17.07 - $19.31
15% of jobs
$19.31 - $21.55
10% of jobs
$21.55 - $23.79
6% of jobs
$23.79 - $26.04
2% of jobs
$26.04 - $28.28
2% of jobs
$28.28 - $30.52
1% of jobs
$30.52 - $32.77
1% of jobs
$8
$17
$32
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
Re-posted 6 days ago
Ameriprise rating
7.7
Based on 130 frontline employees who took The Breakroom Quiz
105th of 150 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
Community Wealth Services, in partnership with Community Bank of Louisiana and Ameriprise Financial, is seeking a detail-oriented and client-focused Registered Client Service Associate to join our team. This role plays an important part in supporting our financial advisors while helping us deliver a consistently high-touch, personalized client experience.As a locally owned, family-oriented organization, we take pride in creating a warm, welcoming environment where relationships matter. The ideal candidate will thrive in a fast-paced financial services setting, bringing professionalism, care, and attention to detail to every client interaction. This position blends client service, operational support, and administrative responsibilities, all aimed at helping our advisors serve clients with excellence and integrity.
Key Responsibilities:
- Support financial advisors with client service and day-to-day operations
- Schedule and prepare for client meetings, including follow-up and documentation
- Process new account paperwork, insurance applications, and rollover requests
- Maintain accurate client records and contact information
- Handle administrative tasks such as answering phones, preparing correspondence, expense reporting, and document management
- Provide operational and reception support as needed
Required Qualifications:
- Bachelor's 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