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Client Services Associate Jobs in O Fallon, MO (NOW HIRING)

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Client Services Associate information

See O Fallon, MO salary details

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$38

How much do client services associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client services associate in O'Fallon, MO is $20.96, according to ZipRecruiter salary data. Most workers in this role earn between $15.96 and $23.37 per hour, depending on experience, location, and employer.

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 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?

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.

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 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.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in O'Fallon, MO? The most popular types of Client Services jobs in O'Fallon, MO are:
What job categories do people searching Client Services Associate jobs in O'Fallon, MO look for? The top searched job categories for Client Services Associate jobs in O'Fallon, MO are:
What cities near O'Fallon, MO are hiring for Client Services Associate jobs? Cities near O'Fallon, MO with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in O'Fallon, MO as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $43,591 per year, or $21 per hour.

Client Services Associate

Pyramid Consulting

Saint Louis, MO • On-site

$45 - $47/hr

Other

Medical, Dental, Vision, Retirement

Re-posted 23 days ago

Job description

Client Services Associate

Immediate need for a talented Client Services Associate. This is a 09+ months contract opportunity with long-term potential and is located in JACKSONVILLE FL & ST LOUIS MO (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Pay Range: $45 - $47/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities
  • Fully accountable for servicing and supporting our investment and/or Banking clients.
  • Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
  • Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions.
  • Confidently articulate the value proposition for our Private Client and digital programs available.
  • Directly responsible for providing timely responses to client service requests, received via telephone or email.
  • Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
  • Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
  • Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Key Requirements and Technology Experience
  • 0-2 years relevant experience in Customer Service with emphasis in investments or investment-related products preferred.
  • Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
  • Basic understanding of investment and financial planning strategies preferred.
  • Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
  • Excellent verbal and written communication skills. Ability to communicate at a professional level.
  • Capable of working independently within established procedures and make decisions without manager approval.
  • Able to perform multiple functions with a high degree of accuracy.
  • Ability to support a diverse array of products and services.
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
  • Securities Industry Essentials – SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (required)
  • THEY CANNOT HAVE A LAPSE OF TWO YEARS FROM PREVIOUSLY WORKING AT A FINANCIAL INSTITUTION THAT HELD THEIR LICENSE…AS THIS WOULD CAUSE THE LICENSE TO EXPIRE
  • Bachelor's/University degree, master's degree preferred

Our client is a leading Financial services Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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