Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Client Service Associate 1
Raleigh, NC · On-site
$14 - $19.50/hr
... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... Client Success Associates are integral members of PCG's Northwest Education Team; the specific ...
Client Service Associate 1
Raleigh, NC · On-site
$14 - $19.50/hr
... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... Client Success Associates are integral members of PCG's Northwest Education Team; the specific ...
Envestnet is seeking a Client Service Associate - Tamarac Reporting to join our Service department ... Services Team. Job Responsibilities: * Partner with team members to ensure high quality customer ...
Envestnet is seeking a Client Service Associate - Tamarac Reporting to join our Service department ... Services Team. Job Responsibilities: * Partner with team members to ensure high quality customer ...
... client service. We play a critical role in driving meaningful operational change as the GPS ... Work you'll do As a Services Associate, Contracts and Procurement Services, Contracts and ...
... client service. We play a critical role in driving meaningful operational change as the GPS ... Work you'll do As a Services Associate, Contracts and Procurement Services, Contracts and ...
Client Service Associate 2
Raleigh, NC · On-site
$14 - $19.50/hr
Services: * Teaching * Learning Solutions * Data Systems * IT Solutions * Financial Solutions * Equity in Education * Equitable Education * Recovery Services Duties and Responsibilities * Client ...
Client Service Associate 2
Raleigh, NC · On-site
$14 - $19.50/hr
Services: * Teaching * Learning Solutions * Data Systems * IT Solutions * Financial Solutions * Equity in Education * Equitable Education * Recovery Services Duties and Responsibilities * Client ...
Client Service Coordinator
Raleigh, NC · On-site
$17.50 - $22.75/hr
Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm * Regular client interaction ...
Quick apply
Client Service Coordinator
Raleigh, NC · On-site
$17.50 - $22.75/hr
Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm * Regular client interaction ...
Client Service Coordinator
Raleigh, NC · On-site
$17.50 - $22.75/hr
This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...
Client Service Coordinator
Raleigh, NC · On-site
$17.50 - $22.75/hr
This position utilizes excellent customer service, attention to detail, and time management skills Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...
Client Service Associate - Tamarac Reporting
Raleigh, NC · Hybrid
$14 - $19.50/hr
The Client Service Associate develops strong relationships with their clients that begins with ... Advisor Services Team. * Partner with team members to ensure high quality customer service when ...
Client Service Associate - Tamarac Reporting
Raleigh, NC · Hybrid
$14 - $19.50/hr
The Client Service Associate develops strong relationships with their clients that begins with ... Advisor Services Team. * Partner with team members to ensure high quality customer service when ...
Client Service Associate - Tamarac Reporting
Raleigh, NC · On-site
$14 - $19.50/hr
The Client Service Associate develops strong relationships with their clients that begins with ... Advisor Services Team. * Partner with team members to ensure high quality customer service when ...
Client Service Associate - Tamarac Reporting
Raleigh, NC · On-site
$14 - $19.50/hr
The Client Service Associate develops strong relationships with their clients that begins with ... Advisor Services Team. * Partner with team members to ensure high quality customer service when ...
Client Service Coordinator
Raleigh, NC · On-site
$17.50 - $22.75/hr
This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...
Client Service Coordinator
Raleigh, NC · On-site
$17.50 - $22.75/hr
This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...
Client Service Coordinator
Raleigh, NC · On-site
$17.50 - $22.75/hr
This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...
Client Service Coordinator
Raleigh, NC · On-site
$17.50 - $22.75/hr
This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...
Client Service Coordinator
Raleigh, NC · On-site
$17.50 - $22.75/hr
This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...
Client Service Coordinator
Raleigh, NC · On-site
$17.50 - $22.75/hr
This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including ...
Intake Client Associate
Raleigh, NC · On-site
$21 - $24/hr
Overview As the nation's leading provider of high-quality home care services, we empower our ... We're seeking a Intake Client Associate who is passionate about making a difference and driving ...
Intake Client Associate
Raleigh, NC · On-site
$21 - $24/hr
Overview As the nation's leading provider of high-quality home care services, we empower our ... We're seeking a Intake Client Associate who is passionate about making a difference and driving ...
Tax Senior Manager - Private Client Services (PCS)
Raleigh, NC · On-site
$140 - $190/hr
Train, supervise and develop associates and seniors. * Develop a working knowledge of the client ... services. * Hold self and direct reports responsible for achieving developmental goals. Hybrid ...
Tax Senior Manager - Private Client Services (PCS)
Raleigh, NC · On-site
$140 - $190/hr
Train, supervise and develop associates and seniors. * Develop a working knowledge of the client ... services. * Hold self and direct reports responsible for achieving developmental goals. Hybrid ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Develop ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
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 ...
Client Services Associate information
See Raleigh, NC salary details
$9.81 - $12.53
3% of jobs
$12.53 - $15.25
12% of jobs
$16.43 is the 25th percentile. Wages below this are outliers.
$15.25 - $17.97
23% of jobs
The median wage is $19.27 / hr.
$17.97 - $20.69
24% of jobs
$22.92 is the 75th percentile. Wages above this are outliers.
$20.69 - $23.41
15% of jobs
$23.41 - $26.13
10% of jobs
$26.13 - $28.85
6% of jobs
$28.85 - $31.57
2% of jobs
$31.57 - $34.28
2% of jobs
$34.28 - $37
1% of jobs
$37 - $39.72
1% of jobs
$9
$21
$39
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

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EisnerAmper rating
9.7
Based on 10 frontline employees who took The Breakroom Quiz
1st of 22 rated bookkeepers and accountants
Job description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position follows the company's hybrid schedule with 3 days a week spent in office. Candidates must be able to commute to any office in the locations listed on this job description.
What it Means to Work for EisnerAmper:-
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
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You will have the flexibility to manage your days in support of our commitment to work/life balance
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You will join a culture that has received multiple top "Places to Work" awards
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We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions
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We understand that embracing our differences is what unites us as a team and strengthens our foundation
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Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
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Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
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Build impactful relationships with clients and maintain relationships with firm leadership.
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Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.
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Take responsibility for accurate time and billing for self and team.
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Responsible for training, supervising and ongoing development of associates and seniors.
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Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
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Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
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Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
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Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
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Hold self and direct reports responsible for achieving developmental goals.
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Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
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Bachelor's Degree in Accounting or equivalent field is required
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6+ years of recent (within 2 years) tax compliance and/or tax consulting experience in public accounting or public/Corporate mix
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CPA or IRS Enrolled Agent Certification required
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Recent experience in preparing US based individual, partnership and entity returns
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Master's Degree in Taxation or relevant field
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Experience using GoSystems or CCH Axcess tax software
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.
About our Private Client Services (PCS) Team:The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com
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About EisnerAmper
Sourced by ZipRecruiter
EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 3,000 employees and over 300 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.
Industry
Accounting services
Company size
1,001 - 5,000 Employees
Headquarters location
New York, NY, US
Year founded
1963