Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...
Client Services Associate
Miami, FL · On-site
Ensure compliance and resolve account servicing matters efficiently. Administrative & Organizational Excellence Maintain meticulous digital filing of client documents in Egnyte, adhering to internal ...
Client Services Associate
Miami, FL · On-site
Ensure compliance and resolve account servicing matters efficiently. Administrative & Organizational Excellence Maintain meticulous digital filing of client documents in Egnyte, adhering to internal ...
The IPB Client Services Associate will be responsible for interfacing with clients and prospective clients to build productive relationships and provide outstanding administrative support and service.
The IPB Client Services Associate will be responsible for interfacing with clients and prospective clients to build productive relationships and provide outstanding administrative support and service.
TransPerfect Is More Than Just a Job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual ...
TransPerfect Is More Than Just a Job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual ...
Acts as back up of other Client Services Associate / Officers. * Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
Quick apply
Acts as back up of other Client Services Associate / Officers. * Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
Client Services Associate II
Miramar, FL · On-site
Acts as back up of other Client Services Associate / Officers. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
Client Services Associate II
Miramar, FL · On-site
Acts as back up of other Client Services Associate / Officers. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
Client Services Associate I
Miramar, FL · On-site
Acts as back up of other Client Services Associate / Officers. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
Client Services Associate I
Miramar, FL · On-site
Acts as back up of other Client Services Associate / Officers. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
Client Services Associate I
Miramar, FL · On-site
Acts as back up of other Client Services Associate / Officers. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
Client Services Associate I
Miramar, FL · On-site
Acts as back up of other Client Services Associate / Officers. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
Client Services Associate II
Miramar, FL · On-site
Acts as back up of other Client Services Associate / Officers. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
Client Services Associate II
Miramar, FL · On-site
Acts as back up of other Client Services Associate / Officers. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
About the Team Our Client Services team includes former traders, industry veterans, early-career professionals, and recent graduates. Everyone shares a passion for financial markets and technology.
About the Team Our Client Services team includes former traders, industry veterans, early-career professionals, and recent graduates. Everyone shares a passion for financial markets and technology.
Client Services Associate - B10 - Miami, FL
Miami, FL · On-site
$50K - $70K/yr
The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...
Client Services Associate - B10 - Miami, FL
Miami, FL · On-site
$50K - $70K/yr
The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established ...
Client Services Associate I
Hollywood, FL · On-site
$13.25 - $18.25/hr
Acts as back up of other Client Services Associate / Officers. * Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
Quick apply
Client Services Associate I
Hollywood, FL · On-site
$13.25 - $18.25/hr
Acts as back up of other Client Services Associate / Officers. * Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks ...
JOB SUMMARY The Client Service Associate (CSA) provides high-level administrative, operational, and client support to Financial Advisors and Registered Representatives within a Broker-Dealer/RIA. The ...
Quick apply
JOB SUMMARY The Client Service Associate (CSA) provides high-level administrative, operational, and client support to Financial Advisors and Registered Representatives within a Broker-Dealer/RIA. The ...
Client Service Associate - Wealth Management
North Miami, FL · On-site
$85K - $100K/yr
We are seeking a Client Service Associate to join our client's team! This role requires fluency ... Identify and assist with Firm services and solutions that support clients' needs * Confirm ...
Quick apply
Client Service Associate - Wealth Management
North Miami, FL · On-site
$85K - $100K/yr
We are seeking a Client Service Associate to join our client's team! This role requires fluency ... Identify and assist with Firm services and solutions that support clients' needs * Confirm ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
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 ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Client Services Associate information
See Miami, FL salary details
$9.66 - $12.33
3% of jobs
$12.33 - $15.01
12% of jobs
$16.16 is the 25th percentile. Wages below this are outliers.
$15.01 - $17.68
23% of jobs
The median wage is $18.96 / hr.
$17.68 - $20.36
24% of jobs
$22.56 is the 75th percentile. Wages above this are outliers.
$20.36 - $23.03
15% of jobs
$23.03 - $25.71
10% of jobs
$25.71 - $28.38
6% of jobs
$28.38 - $31.06
2% of jobs
$31.06 - $33.73
2% of jobs
$33.73 - $36.41
1% of jobs
$36.41 - $39.09
1% of jobs
$9
$21
$39
How much do client services associate jobs pay per hour?
What does a client service associate do?
What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?
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 jobs pay 4000 a week without a degree?
Is a CSA job stressful?
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

TransPerfect rating
7.0
Based on 21 frontline employees who took The Breakroom Quiz
264th of 488 rated business services
Job description
TransPerfect Is More Than Just a Job...
Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.
Overview
We're looking for aClient Services Associateto join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You'll help coordinate new projects, manage preflight tasks, enter key details into internal systems, and ensure everything is ready for production.
Description
Respond to client requests for new project initiatives through our centralized technology
Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests
Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion
Ensure that any pitfalls are addressed and resolved with the client before being submitted to the production team
Where applicable, initiate some project specifics to set the production team/individual project up for success
Take a proactive role in learning about clients' industry, business needs and company culture, educating the project team, and providing a high level of service
Monitor and communicate project progress, ensure strict adherence to deadlines and budgets and ultimately produce high quality deliverables
Serve as the central point of contact for and liaison between external client contact and internal production staff
Set and fulfill client expectations
Comply with all ISO regulations, processes and procedures
Potentially troubleshoot problem projects
Understand and abide by individual project instructions and effectively communicate to the production team
Investigate client complaints where applicable
Discuss issues with clients and production staff and creatively problem solve to alleviate issues
Complete any other tasks that are deemed appropriate for the role as assigned by a manager/supervisor
What we offer:
Equal opportunities within an environment that celebrates diversity.
Possibility to collaborate with the managers and colleagues from different, international locations.
Friendly working environment.
Opportunities to learn and grow within the Company.
Minimum Bachelor's degree or its equivalent
Experience in customer service
Experience building relationships with clients and co-workers
Desired Skills and Experience:
Knowledge of a second language
Experience coordinating projects and assignment of resources
What TransPerfect employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About TransPerfect
Sourced by ZipRecruiter
TransPerfect was founded in 1992 with a simple mission to provide the highest quality language services to leading organizations worldwide. Started as a two-person company operating out of a dorm room, TransPerfect has spent nearly three decades solving global business challenges for our clients, and has turned into one of the most successful growth stories in the business world.
Industry
Translation services
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1992