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Client Services Associate Jobs (NOW HIRING)

Guardant Health

Client Services Associate

$24 - $33/hr

The Client Services Associate is responsible for providing exceptional support to Guardant Health customers, the Guardant Health Clinical Laboratory, and Sales Representatives. The Client Services ...

SPS North America

Client Services Associate

El Paso, TX · On-site

Client Services Associate Location: El Paso, Texas Work Schedule: 7:00 AM - 3:00 PM Working Days: Monday - Saturday Work Arrangement: On-site SPS Global is seeking a professional and service-driven ...

Guardant Health

Client Services Associate

$24 - $33/hr

The Client Services Associate is responsible for providing exceptional support to Guardant Health customers, the Guardant Health Clinical Laboratory, and Sales Representatives. The Client Services ...

Guardant Health

Client Services Associate

$24 - $33/hr

The Client Services Associate is responsible for providing exceptional support to Guardant Health customers, the Guardant Health Clinical Laboratory, and Sales Representatives. The Client Services ...

SPS North America

Client Services Associate

El Paso, TX · On-site

Client Services Associate Location: El Paso, Texas Work Schedule: 7:00 AM - 3:00 PM Working Days: Monday - Saturday Work Arrangement: On-site SPS Global is seeking a professional and service-driven ...

SPS North America

Client Services Associate

El Paso, TX · On-site

Client Services Associate ???? Location: El Paso, Texas ???? Work Schedule: 7:00 AM - 3:00 PM ???? Working Days: Monday - Saturday ???? Work Arrangement: On-site SPS Global is seeking a professional ...

Inlight Wealth

Client Services Associate

Atlanta, GA · On-site

Client Service Associate -- Sandy Springs We are an independent, fee-only wealth management and financial planning firm seeking an experienced Client Service Associate (CSA) to join our growing team.

New

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

TEKsystems

Client Services Associate

Tempe, AZ · On-site

$21/hr

Client Services Associate Overview Are you looking to launch your career in the financial services industry? We are seeking motivated, customer-focused professionals to join a growing service team ...

Addison Group

Client Services Associate

Charlotte, NC · On-site

$22 - $24/hr

Client Services Associate Location: Charlotte, NC Industry: Insurance / Professional Services Pay: $22/hr.-$24/hr. Benefits: This position is eligible for Medical, Dental, Vision, and 401K. 40-Hour ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

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Client Services Associate information

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$10

$22

$40

How much do client services associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for client services associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 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 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 are the key skills and qualifications needed to thrive as a client services associate?

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 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.

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Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.

Client Services Associate

Clark Davis Associates

Warren, NJ • On-site

Full-time

Re-posted 28 days ago

Job description

Company Description

Leading Financial Services Company

Job Description

Client Service Associate (50K-70K + Disc. Bonus) Warren NJ

Seeking a client service associate with 2+ years of experience to support a senior relationship manager.  This position requires someone with strong technical skills, attention to detail, excellent communication skills and the willingness and ability to learn.  This position will provide significant exposure to running a full service financial services organization and provide the right candidate with the opportunity to learn and grow within a comprehensive wealth management organization.

Duties and Responsibilities:

  • Support senior relationship manager to increase effectiveness by relieving the senior relationship manager of many day-to-day activities.
  • Position involves extensive client contact, individual will be involved in all activities interfacing with clients and prospects
  • Coordinates information flow among internal departments, clients and others as necessary
  • Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas.
  • Keeps others on the team informed of status of account administration, retention and projects.
  • Communicates work in progress with the financial planner and clients.
  • Indentifies and recommends technology/process improvements which may improve overall productivity and client satisfaction
  • Assists with the marketing efforts
  • Competes special projects as assigned by management.

Qualifications

  • Strong communication skills (verbal & written)
  • Ability to exercise good judgment by recognizing urgency and prioritizing tasks accordingly
  • Able to work independently with strong administrative and problem solving skills
  • Team Player - must be able to work across departments and assist in the development and implementation of plans.
  • Must have the ability to multi-task and stay focused in a highly visible, fast-paced and team oriented environment.
  • Detail oriented
  • 2+ years prior experience in a financial service organization
  • Bachelor's degree
Qualifications

 

.

Additional Information

50-70K + bonus

Email [email protected]

Apply