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Client Services Associate Jobs (NOW HIRING)

Equity Trust

Client Services Associate

Fort Myers, FL · Hybrid

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Robert Half

Client Services Associate

Cincinnati, OH · On-site

$95K - $100K/yr

We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Rubicon

Client Services Associate

Atlanta, GA · Remote

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual ...

Rubicon Global

Client Services Associate

Atlanta, GA · On-site

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual ...

Triumph Financial

Client Services Associate

Brighton, CO · On-site

$16.54 - $22.67/hr

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 ...

TBK Bank, SSB

Client Services Associate

Moline, IL · On-site

$16.54 - $22.67/hr

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 ...

Triumph Financial

Client Services Associate

Fairplay, CO

$16.54 - $22.67/hr

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 ...

TBK Bank, SSB

Client Services Associate

Mount Carroll, IL · On-site

$16.54 - $22.67/hr

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 ...

Triumph Financial

Client Services Associate

Moline, IL

$16.54 - $22.67/hr

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 ...

TBK Bank, SSB

Client Services Associate

Brighton, CO · On-site

$16.54 - $22.67/hr

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 ...

TBK Bank, SSB

Client Services Associate

Fairplay, CO

$16.54 - $22.67/hr

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 ...

TBK Bank, SSB

Client Services Associate

Moline, IL

$16.54 - $22.67/hr

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 ...

SPS-North America

Client Services Associate

New York, NY · On-site

$20/hr

Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"-you are the engine that keeps our workplace humming.

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How much do client services associate jobs pay per hour?

As of Jul 20, 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 does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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 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 jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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 customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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
Client Services Associate

Client Services Associate

Equity Trust

Fort Myers, FL • Hybrid

Full-time

Re-posted 25 days ago

Job description

*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.

JOB OVERVIEW
The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.

RESPONSIBILITIES & DUTIES
Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team
Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
Participation in Client Service chats
Take the lead on owning follow-up verbal calls initiated through the CS chat groups
As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments
Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds
Follow processes and procedures to ensure communication with clients and third parties is efficient and current
Special projects assigned as needed
Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors
Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs
Perform other duties as assigned

QUALIFICATIONS
1-3 years of experience in a service-oriented or sales assistant role
Experience in Accounting, Finance, or Administration is preferred
Bachelor's degree in Finance or related field preferred, not required

TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
Proficient in Microsoft Office Suite

CORE VALUES
Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spellEPIC- because that's what we strive to be for our clients and stakeholders every day.
Excellence- Our standard
Passion- In everything we do
Integrity- Without compromise
Collaboration- Stronger together
We are looking for team members who embody these values in their daily work and interactions.

PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

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