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 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
$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
$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 ยท 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 ยท 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 ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
Client Service Associate
Arlington, VA ยท 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 ยท 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 ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
POSITION SUMMARY The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service ...
Client Service Associate
$15.50 - $21.50/hr
Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and ...
Client Service Associate
$15.50 - $21.50/hr
Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and ...
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 ...
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 ยท 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 ยท 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 ...
Registered Client Service Associate
$33.28K - $85K/yr
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate
$33.28K - $85K/yr
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate
$33.28K - $88K/yr
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate
$33.28K - $88K/yr
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate
$33.28K - $85K/yr
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate
$33.28K - $85K/yr
Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Client Service Associate -- Washington, DC (Hybrid ... Two Days in Office) ISC's team of Financial Services Recruiters is partnering with a leading Wealth ...
Quick apply
Client Service Associate -- Washington, DC (Hybrid ... Two Days in Office) ISC's team of Financial Services Recruiters is partnering with a leading Wealth ...
Client Services Manager Associate
$51K - $60K/yr
The Client Services Manager Associate ensures client needs are met efficiently and compassionately, exceeding service expectations to drive satisfaction and retention. This role requires strong ...
Client Services Manager Associate
$51K - $60K/yr
The Client Services Manager Associate ensures client needs are met efficiently and compassionately, exceeding service expectations to drive satisfaction and retention. This role requires strong ...
Client Services Manager Associate
Silver Spring, MD ยท On-site
$51K - $60K/yr
The Client Services Manager Associate ensures client needs are met efficiently and compassionately, exceeding service expectations to drive satisfaction and retention. This role requires strong ...
Client Services Manager Associate
Silver Spring, MD ยท On-site
$51K - $60K/yr
The Client Services Manager Associate ensures client needs are met efficiently and compassionately, exceeding service expectations to drive satisfaction and retention. This role requires strong ...
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 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 are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?
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 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.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 22 days ago
Job description
Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.
Typical Work Schedule: Mondays to Fridays; 8:00AM - 5:00PM
Where Great Service Meets Seamless Operations
The Client Services Associate delivers exceptional office, mail, and delivery services while supporting the smooth daily operations of a dynamic workplace. This role spans multiple functions, including mail and package handling, print and copy services, office upkeep, and conference/reception support.
You will consistently provide prompt, courteous, and efficient service, maintain a polished and professional image while ensuring both clients and employees receive a 5-star experience.
Why This Role Matters
You play a key role in creating a seamless and welcoming workplace experience. From first impressions to daily operations, your attention to detail and service mindset helps keep the office running efficiently and leave a lasting positive impact on everyone you support.
What You Will Be Doing
Customer Experience & Front Desk Support
- Deliver exceptional customer service across all communication channels
- Provide reception/front desk support and handle sensitive requests with discretion
- Build positive relationships with clients and internal teams
Mail, Shipping & Logistics
- Manage inbound/outbound mail and packages, including sorting, tracking, and distribution
- Support shipping and receiving; act as the main contact for related inquiries
Office Operations & Facilities
- Set up and maintain pantry, kitchen, and meeting areas, including light cleaning
- Ensure common areas are organized, stocked, and presentable
- Assist with office moves and general workplace upkeep
Equipment & Administrative Support
- Maintain office equipment and coordinate service requests as needed
- Support print and copy services and monitor equipment functionality
Team Support & Initiative
- Take initiative during downtime and support ad hoc tasks
- Maintain professionalism and assist in training backup staff
Skills & Competencies
- Strong communication and customer service skills
- Proficient in Microsoft Office
- Organized, adaptable, and able to multitask
- Problem-solver with the ability to work independently
- Professional demeanor
Qualifications
- High school diploma or equivalent
- 1-2 years of relevant experience preferred
- Basic knowledge of computer-based systems
- Able to work assigned hours
Physical Requirements
- Ability to lift up to 60 lbs.
- Comfortable with standing, walking, and basic physical tasks
- Able to operate office equipment
Travel: None or Negligible
Other Duties:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHAT WE OFFER
- Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!
- Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!
- We Recognize Talent: We offer a variety of recognition programs for all levels of employees!
- Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off.
- Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
About SPS
SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers.
At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.
SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.
Colorado only:We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.
Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform.
SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.
To view our privacy policy, click on the link below: Data Privacy Statement
Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.