Position Summary The Client Services Associate (CSA) is responsible for delivering white-glove, concierge-level client service and operational support to ensure a seamless client experience. This ...
Position Summary The Client Services Associate (CSA) is responsible for delivering white-glove, concierge-level client service and operational support to ensure a seamless client experience. This ...
Client Services Associate
Mclean, VA · On-site
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Mclean, VA · On-site
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Mclean, VA · On-site
$27 - $31/hr
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Mclean, VA · On-site
$27 - $31/hr
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Mclean, VA · On-site
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Mclean, VA · On-site
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Washington, DC · On-site
Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of ...
Client Services Associate
Washington, DC · On-site
Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...
Client Services Associate
Washington, DC · On-site
$64K/yr
Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of ...
Client Services Associate
Washington, DC · On-site
$64K/yr
Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of ...
Client Services Associate
Washington, DC · On-site
Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of ...
Client Services Associate
Washington, DC · On-site
Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of ...
Client Services Associate
Washington, DC · On-site
$50K/yr
As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support, and ensuring the successful delivery of ...
Client Services Associate
Washington, DC · On-site
$50K/yr
As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support, and ensuring the successful delivery of ...
Client Services Associate
Washington, DC · On-site +1
$50K/yr
As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support, and ensuring the successful delivery of ...
Client Services Associate
Washington, DC · On-site +1
$50K/yr
As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support, and ensuring the successful delivery of ...
Client Services Associate Location: Washington, DC Salary: $55,000-$65,000 (Yearly) Company: Polaris Campaigns Polaris is a Latino owned, progressive media strategy agency dedicated to providing ...
Client Services Associate Location: Washington, DC Salary: $55,000-$65,000 (Yearly) Company: Polaris Campaigns Polaris is a Latino owned, progressive media strategy agency dedicated to providing ...
Client Services Associate
Bethesda, MD · On-site
$62K - $75K/yr
Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...
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Client Services Associate
Bethesda, MD · On-site
$62K - $75K/yr
Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...
Client Services Associate
Rockville, MD · On-site
$55K - $65K/yr
Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...
Quick apply
Client Services Associate
Rockville, MD · On-site
$55K - $65K/yr
Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...
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Client Services Associate
Washington, DC · On-site
$62K - $75K/yr
Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...
Quick apply
Be Seen First
Client Services Associate
Washington, DC · On-site
$62K - $75K/yr
Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...
Client Service Associate focused on Insurance & Annuities. POSITION SUMMARY The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new ...
Client Service Associate focused on Insurance & Annuities. POSITION SUMMARY The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new ...
Client Service Associate
Arlington, VA · On-site
$16.75 - $23/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Service Associate
Arlington, VA · On-site
$16.75 - $23/hr
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Service Associate
Bethesda, MD · On-site
$15.50 - $21.50/hr
Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals ...
Client Service Associate
Bethesda, MD · On-site
$15.50 - $21.50/hr
Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals ...
Client Service Associate
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Quick apply
Client Service Associate
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
Bethesda, MD · On-site
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
Bethesda, MD · On-site
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Services Associate information
See Reston, VA salary details
$10.50 - $13.41
3% of jobs
$13.41 - $16.32
12% of jobs
$17.58 is the 25th percentile. Wages below this are outliers.
$16.32 - $19.23
23% of jobs
The median wage is $20.63 / hr.
$19.23 - $22.14
24% of jobs
$24.53 is the 75th percentile. Wages above this are outliers.
$22.14 - $25.05
15% of jobs
$25.05 - $27.96
10% of jobs
$27.96 - $30.87
6% of jobs
$30.87 - $33.78
2% of jobs
$33.78 - $36.69
2% of jobs
$36.69 - $39.60
1% of jobs
$39.60 - $42.51
1% of jobs
$10
$23
$42
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, and why are they important?
What is the role of a client 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 job makes $10,000 a month without a degree?
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

Other
Posted 3 days ago
Job description
Birks Financial currently manages ~$300M in client assets and brings on 12 clients/$25M annually. The goal is to grow to manage $1B in client assets in 10 years (by 2035). Position Summary The Client Services Associate (CSA) is responsible for delivering white-glove, concierge-level client service and operational support to ensure a seamless client experience.
This role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. For CSAs who wish to develop along the advisory track, this role can be scoped to include paraplanning support.