Client Service Associate focused on Insurance & Annuities. POSITION SUMMARY The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new ...
Client Service Associate focused on Insurance & Annuities. POSITION SUMMARY The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new ...
Client Service Associate focused on Insurance & Annuities. POSITION SUMMARY The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new ...
Client Service Associate focused on Insurance & Annuities. POSITION SUMMARY The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new ...
Client Services Representative
$48K - $52K/yr
Responsibilities and Duties As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and ...
Quick apply
Client Services Representative
$48K - $52K/yr
Responsibilities and Duties As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and ...
Client Service Associate focused on Insurance & Annuities. POSITION SUMMARY The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new ...
Client Service Associate focused on Insurance & Annuities. POSITION SUMMARY The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new ...
Client Service Associate focused on Insurance & Annuities. POSITION SUMMARY The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new ...
Client Service Associate focused on Insurance & Annuities. POSITION SUMMARY The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new ...
Client Services Executive, Northeast
$86K - $117K/yr
Client Services Executive - Northeast Why WWT? At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our ...
Client Services Executive, Northeast
$86K - $117K/yr
Client Services Executive - Northeast Why WWT? At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our ...
We have an exciting opportunity for a Client Service Manager (CSM) with a demonstrated background in business development, client relations, and delivery of municipal water, wastewater and stormwater ...
We have an exciting opportunity for a Client Service Manager (CSM) with a demonstrated background in business development, client relations, and delivery of municipal water, wastewater and stormwater ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to ...
The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service needs are delivered ...
The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service needs are delivered ...
This role reports directly to the Director of Advanced Strategies and is also overseen by the Advanced Strategies Client Services Manager, with daily interaction with senior executives, internal ...
This role reports directly to the Director of Advanced Strategies and is also overseen by the Advanced Strategies Client Services Manager, with daily interaction with senior executives, internal ...
We have an exciting opportunity for a Client Service Manager (CSM) with a demonstrated background in business development, client relations, and delivery of municipal water, wastewater and stormwater ...
We have an exciting opportunity for a Client Service Manager (CSM) with a demonstrated background in business development, client relations, and delivery of municipal water, wastewater and stormwater ...
TransPerfect is a global leader in language and technology solutions, and they are seeking a Client Services Project Coordinator to enhance client relationships and manage project lifecycles. The ...
TransPerfect is a global leader in language and technology solutions, and they are seeking a Client Services Project Coordinator to enhance client relationships and manage project lifecycles. The ...
Client Services Administrator
$58K - $65K/yr
Duties and Responsibilities Client Services * Serve as the primary point of contact for training clients, ensuring a high-quality experience that fosters repeat business and long-term relationships.
Client Services Administrator
$58K - $65K/yr
Duties and Responsibilities Client Services * Serve as the primary point of contact for training clients, ensuring a high-quality experience that fosters repeat business and long-term relationships.
As a Client Services Project Coordinator you are a: * Creative thinker - You are curious and unafraid to ask questions * Hard worker - You are industrious and diligent in everything you do
As a Client Services Project Coordinator you are a: * Creative thinker - You are curious and unafraid to ask questions * Hard worker - You are industrious and diligent in everything you do
Client Services Host
Fairfax, VA ยท On-site
$16/hr
YOUR NEW ROLE AS OUR CLIENT SERVICES HOST To appropriately meet our clients' needs, you need to be able to work weekends and evenings. You keep our shop running smoothly and ensure we efficiently ...
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Client Services Host
Fairfax, VA ยท On-site
$16/hr
YOUR NEW ROLE AS OUR CLIENT SERVICES HOST To appropriately meet our clients' needs, you need to be able to work weekends and evenings. You keep our shop running smoothly and ensure we efficiently ...
Client Services Team Assistant
Bethesda, MD ยท On-site
$18.50 - $25.50/hr
The Client Services Team Assistant supports the Client Service Team in all aspects of daily operations to ensure seamless delivery of service to clients. The Client Services Team Assistant plays a ...
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Client Services Team Assistant
Bethesda, MD ยท On-site
$18.50 - $25.50/hr
The Client Services Team Assistant supports the Client Service Team in all aspects of daily operations to ensure seamless delivery of service to clients. The Client Services Team Assistant plays a ...
Client Services Team Assistant
Bethesda, MD ยท On-site
$18.50 - $25.50/hr
The Client Services Team Assistant supports the Client Service Team in all aspects of daily operations to ensure seamless delivery of service to clients. The Client Services Team Assistant plays a ...
Client Services Team Assistant
Bethesda, MD ยท On-site
$18.50 - $25.50/hr
The Client Services Team Assistant supports the Client Service Team in all aspects of daily operations to ensure seamless delivery of service to clients. The Client Services Team Assistant plays a ...
Client Services Team Assistant
Bethesda, MD ยท On-site
$18.50 - $25.50/hr
The Client Services Team Assistant supports the Client Service Team in all aspects of daily operations to ensure seamless delivery of service to clients. The Client Services Team Assistant plays a ...
Client Services Team Assistant
Bethesda, MD ยท On-site
$18.50 - $25.50/hr
The Client Services Team Assistant supports the Client Service Team in all aspects of daily operations to ensure seamless delivery of service to clients. The Client Services Team Assistant plays a ...
The Market Center Coordinator is primarily responsible for client service in all forms, and for the efficient and successful day-to-day operations of the office, including supporting the leadership ...
The Market Center Coordinator is primarily responsible for client service in all forms, and for the efficient and successful day-to-day operations of the office, including supporting the leadership ...
The Market Center Coordinator is primarily responsible for client service in all forms, and for the efficient and successful day-to-day operations of the office, including supporting the leadership ...
The Market Center Coordinator is primarily responsible for client service in all forms, and for the efficient and successful day-to-day operations of the office, including supporting the leadership ...
Client Services information
See Reston, VA salary details
$36.4K - $45.2K
14% of jobs
$52K is the 25th percentile. Wages below this are outliers.
$45.2K - $53.9K
15% of jobs
$53.9K - $62.7K
15% of jobs
The median wage is $66.5K / yr.
$62.7K - $71.4K
17% of jobs
$71.4K - $80.2K
14% of jobs
$82.1K is the 75th percentile. Wages above this are outliers.
$80.2K - $88.9K
9% of jobs
$88.9K - $97.7K
6% of jobs
$97.7K - $106.4K
5% of jobs
$106.4K - $115.1K
2% of jobs
$115.1K - $123.9K
2% of jobs
$123.9K - $132.6K
2% of jobs
$36.4K
$73.2K
$132.6K
How much do client services jobs pay per year?
What is the difference between Client Services vs Customer Support?
| Aspect | Client Services | Customer Support |
|---|---|---|
| Credentials | Typically requires communication, relationship management, and industry-specific knowledge | Often requires technical troubleshooting and product knowledge |
| Work Environment | Client-facing, often in professional or corporate settings | Call centers, help desks, or online support platforms |
| Employer & Industry Usage | Used across consulting, finance, and B2B services | Common in retail, tech, and consumer electronics |
| Search & Comparison Intent | Understanding relationship management and account handling | Resolving product issues and technical questions |
While both roles involve assisting clients or customers, Client Services focuses on building long-term relationships and managing accounts, whereas Customer Support primarily addresses technical issues and immediate problem resolution. The roles often overlap but serve different customer interaction needs within various industries.
What are the key skills and qualifications needed to thrive as a Client Services professional, and why are they important?
What job makes $10,000 a month without a degree?
What are client services?
How can I make 2000 a week working from home?
What do client services do?
How does a Client Services professional typically collaborate with other departments to ensure client satisfaction?
What are the roles of a client service?
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 29 days ago
Job description
This position offers a hybrid schedule following successful completion of the introductory period.
Client Service Associate focused on Insurance & Annuities.
POSITION SUMMARY
The Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service needs are delivered promptly and seamlessly.
This role reports directly to the Director of Advanced Strategies and is also overseen by the Advanced Strategies Client Services Manager, with daily interaction with senior executives, internal departments, and our clientele.
RESPONSIBILITIES
· Interacting with clients and data gathering.
· Assisting with department sales processes and new business applications.
· Providing clients with analysis and recommendations for various insurance and annuity needs.
· Motivation to continuously improve your position and increase your knowledge through certifications, designations, etc.
· Scheduling and coordinating client meetings.
· Maintain complete, accurate client account records, ensuring clean data processes are adhered to.
· Managing multiple tasks with the ability to juggle competing responsibilities through organization and prioritization of work.
· Providing general administrative support to the Director of Advanced Strategies as needed.
· Additional responsibilities as requested.
REQUIREMENTS
· Bachelor’s Degree required.
· Valid Life & Health Insurance License required.
· Series 66 and/or Series 7 licensures preferred or obtained within 90 days of hire.
· Excellent oral, written and interpersonal skills.
· Strong work ethic, job commitment, organization skills, and attention to detail.
· Dedication to providing excellent client service.
· Strong computer skills, including intermediate level proficiency in Word and Excel applications.
· The ability to maintain a professional demeanor at all times when interacting with clients and upper management.
· Ability to exercise independent judgment with minimal supervision and maintain a high degree of confidentiality.
· The ability to anticipate support requirements is a critical skill needed to be successful in this role.
ABOUT US
Cassaday & Company manages over $7.7 billion in assets for approximately 3200 households.
Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron’s, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.
CASSADAY & COMPANY BENEFITS PACKAGE
- Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
- 401(k) options
- Paid time off
- Telework options
- Health & Wellness Program, including:
- paid gym membership
- quarterly & annual employee wellness events
- Paid parking in covered garage, OR monthly public transit subsidy
- Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
- Company-sponsored employee appreciation events
About Cassaday & Company
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
McLean, VA, US
Year founded
1993