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Client Services Associate Jobs (NOW HIRING)

TBK Bank, SSB

Client Services Associate

Pueblo, CO · On-site

$16.54 - $22.67/hr

Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Client Services Associate (CSA) TeamCivX is California's leader in election strategy and communications for public agencies. We create and execute informational communication strategies for public ...

TransPerfect

Client Services Associate

Boulder, CO · On-site

Client Services Associate TransPerfect is more than just a job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100 ...

TransPerfect

Client Services Associate

Atlanta, GA · On-site

Client Services Associate TransPerfect is more than just a job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100 ...

RH-USA Inc

Client Services Associate

Cleveland, OH · On-site

$28 - $32/hr

RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and ...

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Client Services Associate information

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$10

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$40

How much do client services associate jobs pay per hour?

As of Aug 9, 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 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 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?

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 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.
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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 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.

Client Services Associate

TBK Bank, SSB

Pueblo, CO • On-site

$16.54 - $22.67/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Client Services Associate

At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.

The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

At Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we're "Helping People Triumph."

Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.

How You'll Spend Your Time

  • Profile new and existing customers, suggesting tailored products/services.
  • Provide exceptional customer service, exceeding expectations.
  • Open new accounts, ensuring accuracy and timely documentation.
  • Assist with Stop Payments, Debit Card Orders, and more.
  • Take initiative to resolve customer issues and provide prompt feedback.
  • Help maintain customer goodwill and contribute to branch goals.
  • Professionally refer customers to various bank departments.
  • Safeguard customer info, adhere to regulations, and maintain security.
  • Process transactions while maintaining accurate records.
  • Contribute to local community and bank-sponsored events.

Education & Experience Requirements

The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.

Compensation Range

Hourly: $16.54 - $22.67

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

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