Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety ...
As a Deposit Services Associate , you will work closely with others within the department to ensure various deadlines are met on a daily basis. Our Deposit Services team is responsible for processing ...
As a Deposit Services Associate , you will work closely with others within the department to ensure various deadlines are met on a daily basis. Our Deposit Services team is responsible for processing ...
Client Services Admin
Tulsa, OK · On-site
$17 - $22.75/hr
The project coordinator supports the Client Services team in submitting production samples and work ... Exemplary associate status within the organization who is willing to work as a team member Good ...
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Client Services Admin
Tulsa, OK · On-site
$17 - $22.75/hr
The project coordinator supports the Client Services team in submitting production samples and work ... Exemplary associate status within the organization who is willing to work as a team member Good ...
Client Services Admin
Tulsa, OK · On-site
$17 - $22.75/hr
The project coordinator supports the Client Services team in submitting production samples and work ... Exemplary associate status within the organization who is willing to work as a team member * Good ...
Client Services Admin
Tulsa, OK · On-site
$17 - $22.75/hr
The project coordinator supports the Client Services team in submitting production samples and work ... Exemplary associate status within the organization who is willing to work as a team member * Good ...
Client Services Admin
Tulsa, OK · On-site
$18.75 - $25/hr
The project coordinator supports the Client Services team in submitting production samples and work ... Exemplary associate status within the organization who is willing to work as a team member * Good ...
Client Services Admin
Tulsa, OK · On-site
$18.75 - $25/hr
The project coordinator supports the Client Services team in submitting production samples and work ... Exemplary associate status within the organization who is willing to work as a team member * Good ...
Client Service Associate
$13.25 - $18.25/hr
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...
Client Service Associate
$13.25 - $18.25/hr
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...
Client Service Associate
Tulsa, OK · On-site
$12.50 - $17.25/hr
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...
Client Service Associate
Tulsa, OK · On-site
$12.50 - $17.25/hr
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...
Client Service Associate
Tulsa, OK · On-site
$12.75 - $17.50/hr
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...
Client Service Associate
Tulsa, OK · On-site
$12.75 - $17.50/hr
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...
Client Service Associate
$12.75 - $17.50/hr
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...
Client Service Associate
$12.75 - $17.50/hr
The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...
... Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in ... treasury client servicing or an equivalent combination of education and experience. Advanced ...
... Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in ... treasury client servicing or an equivalent combination of education and experience. Advanced ...
... Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in ... treasury client servicing or an equivalent combination of education and experience. Advanced ...
... Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in ... treasury client servicing or an equivalent combination of education and experience. Advanced ...
... Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in ... treasury client servicing or an equivalent combination of education and experience. Advanced ...
... Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in ... treasury client servicing or an equivalent combination of education and experience. Advanced ...
... Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in ... treasury client servicing or an equivalent combination of education and experience. Advanced ...
... Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in ... treasury client servicing or an equivalent combination of education and experience. Advanced ...
Client Associate
Tulsa, OK · On-site
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate ...
Client Associate
Tulsa, OK · On-site
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate ...
Client Associate
Tulsa, OK · On-site
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate ...
Client Associate
Tulsa, OK · On-site
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate ...
Client Services Associate information
See Tulsa, OK salary details
$9.22 - $11.78
3% of jobs
$11.78 - $14.33
12% of jobs
$15.43 is the 25th percentile. Wages below this are outliers.
$14.33 - $16.89
23% of jobs
The median wage is $18.11 / hr.
$16.89 - $19.44
24% of jobs
$21.54 is the 75th percentile. Wages above this are outliers.
$19.44 - $22
15% of jobs
$22 - $24.55
10% of jobs
$24.55 - $27.11
6% of jobs
$27.11 - $29.66
2% of jobs
$29.66 - $32.22
2% of jobs
$32.22 - $34.77
1% of jobs
$34.77 - $37.33
1% of jobs
$9
$20
$37
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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Posted 16 days ago