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Client Services Associate Jobs in Trenton, NJ (NOW HIRING)

Client Services Associate (CSA) Our client has locations in Horsham and Exton they are a growing, independent financial planning firm that provides financial strategy for individuals, families and ...

As an Associate, you will gain exposure to the investment management industry while developing strong operational, client service, and stakeholdermanagement skills. You will work closely with senior ...

They are looking for a Client Services Associate (CSA) on a direct hire basis in both Horsham and Exton. * Salary - $50-$58K base * Hours - 8:30 am to 5 pm * Benefits - Health Insurance, PTO, virtual ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of May 28, 2026, the average hourly pay for client services associate in Trenton, NJ is $22.46, according to ZipRecruiter salary data. Most workers in this role earn between $17.12 and $25.05 per hour, depending on experience, location, and employer.

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?

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 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.

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 the most commonly searched types of Client Services jobs in Trenton, NJ? The most popular types of Client Services jobs in Trenton, NJ are:
What are popular job titles related to Client Services Associate jobs in Trenton, NJ? For Client Services Associate jobs in Trenton, NJ, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Trenton, NJ look for? The top searched job categories for Client Services Associate jobs in Trenton, NJ are:
What cities near Trenton, NJ are hiring for Client Services Associate jobs? Cities near Trenton, NJ with the most Client Services Associate job openings:
Client Services Associate

Client Services Associate

Care Options for Kids

Mount Laurel, NJ โ€ข Hybrid

$50K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago


Job description

Care Options for Kidsย connectsย leading pediatric specialistsย with families to provideย best-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into childrenโ€™s lives by bringing individualized care to children where they live, work, and play.
Ourย pediatric specialistsย are committed to providingย high-quality pediatricย services that help children and families live their best lives. We empower our community of clinicians to meet children where they are byย providing the support and resourcesย necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance.
We are looking forย a critical thinkerย andย proactiveย Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
Position Types Available:ย Full-Time, In Office/Hybrid
Client Service Associate responsibilities include:
  • Coordinates and schedules referrals for new and existing home care services.
  • Provides continuity of care in coordinating referrals.
  • Communicates to each caregiver all pertinent information regarding client care.
  • Keeps caregiver calendars and client information accurate and current.
  • Communicates to the departmental Director all pertinent information regarding client/caregiver issues.
  • Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services.
Comprehensive Ability to:
  • Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received.
  • Accept changes in duties or new assignments with a positive attitude in a fast-paced environment.
  • Work with a sense of urgency while maintaining a high level of detail.
  • Use language that consistently reflects a thorough understanding of the home care industry.
Qualifications:
  • High School Diploma or GED required; college degree is preferred.
  • Previous experience in recruiting, scheduling, or sales preferred.
  • Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required.
  • Must possess strong interpersonal and customer service skills.
  • Must be able to solve complex problems and function effectively in a fast-paced work environment.
  • Ability to read, write and communicate in English.
  • Bilingual (Spanish/English) preferred.
What we Offer:
  • A supportive and collaborative work environment.
  • Opportunity to Join a Rapidly Growing, Fast-Paced Organization!
  • Comprehensive benefits package, including health, dental, and vision insurance.
  • Generous Paid Time Off
  • 401K
  • A chance to make a meaningful impact in the lives of children and families.
Annual Salary Range:
  • Full-Time, In Office: $50,000.00 - $65,000.00
  • Quarterly bonuses
*Compensation dependent on experience.
Location: Mount Laurel, NJ
If you are the bestย at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today.
Care Options For Kidsย is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment