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Day Shift Client Services Associate Jobs (NOW HIRING)

F&M Bank

Client Services Associate

Kannapolis, NC · On-site

Provide day-to-day administrative support to Sr. Client Services Associate and Financial Advisor. * Answer phones, greet clients, and assist with general office coordination and lobby management.

F&M Bank

Client Services Associate

Kannapolis, NC · On-site

Provide day-to-day administrative support to Sr. Client Services Associate and Financial Advisor. * Answer phones, greet clients, and assist with general office coordination and lobby management.

LHH US

Client Services Associate

Cambridge, MD

$50K - $68K/yr

Because priorities and assignments can shift frequently, the successful candidate will gain ... days Pay Details: $50,000.00 to $68,000.00 per year Search managed by: Marissa Moore Equal ...

K/P

Client Services Associate

West Sacramento, CA

$22 - $26/hr

The Client Service Associate is responsible for the overall support to the Client Services Department. Essential Duties and Responsibilities: Client Services Support: * Aids Client Services ...

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How much do day shift client services associate jobs pay per hour?

As of May 31, 2026, the average hourly pay for day shift 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 Day Shift Client Services Associate, and why are they important?

To thrive as a Day Shift Client Services Associate, you need strong customer service skills, attention to detail, and at least a high school diploma or equivalent educational background. Familiarity with CRM software, telephone systems, and basic office applications like MS Office is typically required. Outstanding communication, problem-solving abilities, and a positive attitude help individuals stand out in this role. These skills are crucial for efficiently resolving client issues and ensuring a high level of customer satisfaction throughout the day.

What are some typical challenges a Day Shift Client Services Associate might face, and how can they be addressed?

As a Day Shift Client Services Associate, you may encounter challenges such as managing high call volumes during peak hours or addressing complex client inquiries efficiently. Staying organized, practicing active listening, and utilizing available knowledge bases can help resolve issues promptly. Additionally, collaborating with team members and supervisors can provide support when handling unfamiliar situations, ensuring clients receive timely and accurate assistance.

What does a Day Shift Client Services Associate do?

A Day Shift Client Services Associate is responsible for assisting clients with their inquiries, resolving issues, and providing information about products or services during daytime business hours. They typically handle customer communication via phone, email, or chat, ensuring a positive client experience. Their role may also involve processing transactions, updating client records, and collaborating with other departments to address client needs. Excellent communication skills and a customer-oriented mindset are essential for success in this position.

What is the difference between Day Shift Client Services Associate vs Customer Support Specialist?

AspectDay Shift Client Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; customer service experienceHigh school diploma or equivalent; customer service experience
Work EnvironmentOffice setting, daytime hours, client-facing interactionsOffice or remote, daytime hours, client or customer interactions
Employer & Industry UsageFinancial, healthcare, or service industriesRetail, tech, or service industries
Comparison Search IntentYesYes

The Day Shift Client Services Associate and Customer Support Specialist roles share similar credentials, work environments, and industry usage, often involving client interactions during daytime hours. The main difference lies in industry focus and specific job responsibilities, with the associate typically working directly with clients to manage accounts or services, while the support specialist handles customer inquiries and troubleshooting. Both roles are essential for maintaining client satisfaction and are frequently compared by job seekers in customer service fields.

What job categories do people searching Day Shift Client Services Associate jobs look for? The top searched job categories for Day Shift Client Services Associate jobs are:
Day Shift Client Services Associate jobs near you

Client Services Associate

F&M Bank

Kannapolis, NC • On-site

Full-time

Posted 11 days ago

Job description

Job Type
Full-time
Description
POSITION SUMMARY
Under general supervision and following established policies and procedures, the Client Services Associate provides administrative and client service support to the Financial Advisor and Sr. Client Services Associate. This role supports daily operations, assists with routine client service needs, and helps ensure an efficient and professional client experience within F&M Investment Services in partnership with LPL Financial. This position is designed as a developmental role with the opportunity to gain knowledge of the financial services industry and assume increased responsibilities over time.
REPORTING STRUCTURE
This role reports directly to the Financial Advisor, with day-to-day direction and workflow oversight provided by the Sr. Client Services Associate.
Requirements
PRIMARY DUTIES AND RESPONSIBILITIES
Including, but not limited to, the following:
Administrative & Office Support
  • Provide day-to-day administrative support to Sr. Client Services Associate and Financial Advisor.
  • Answer phones, greet clients, and assist with general office coordination and lobby management.
  • Schedule and confirm client appointments, meetings, and reviews.
  • Organize and maintain files, paperwork, and documentation.

Client Service Support
  • Assist with routine client inquiries and direct more complex requests appropriately.
  • Support the new account opening process by preparing and organizing required paperwork.
  • Follow up on assigned client service items to ensure timely completion.

Advisor & Team Support
  • Assist in preparing materials for client meetings and account reviews.
  • Help coordinate client seminars, events, and outreach efforts.
  • Maintain contact management systems and client lists.

Operational Support
  • Follow established procedures to ensure accuracy and completeness of documentation.
  • Assist with internal tracking, reporting, and task follow-up as directed.

Team Collaboration
  • Provide support to the Sr. Client Services Associate and serve as backup when needed.
  • Work with internal teams and external partners, including LPL Financial.

Compliance & Risk Awareness
  • Comply with all regulatory requirements, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML), USA Patriot Act, and privacy regulations.
  • Maintain confidentiality and accuracy in all client-related activities.

Additional Responsibilities
  • Perform other duties as assigned.

REQUIRED EXPERIENCE, SKILLS AND KNOWLEDGE
Education/Experience
  • Education : High school diploma or equivalent required; additional coursework in business administration or administrative support preferred.
  • Experience : Previous administrative experience required; two years of financial services or sales support experience preferred.
  • Licensing : Not required, but considered a strong plus: Series 7, Series 63, Series 6, SIE, or insurance license.

Skills/Specialized Knowledge
  • Strong organizational and time management abilities, with the capacity to handle multiple priorities effectively.
  • Excellent attention to detail and accuracy in all documentation and client interactions.
  • Professional interpersonal skills with the ability to represent F&M Investment Services (and F&M Bank) positively in client and public settings.
  • Strong communication skills, both verbal and written.
  • High level of professionalism, confidentiality, dependability, and integrity.
  • Proficiency in Microsoft Office applications (Word, Excel, Outlook).
  • Solid administrative skills, including filing, phone handling, and general office coordination.
  • Working knowledge of the financial services industry and general understanding of Bank products and services.
  • Ability to work independently while contributing effectively to a collaborative team environment.
  • Strong problem solving skills with the ability to identify and escalate issues appropriately.
  • Enthusiasm for community involvement and building positive client relationships.

OTHER
  • Behavior : Promote and adhere to the Bank's mission, vision, and core values. Must maintain positive working relationships with internal and external stakeholders.
  • Safety : Must not pose a direct threat or significant risk of substantial harm to the safety or health of self or others. Must be committed to a high standard of safety and be willing to comply with all safety laws and all of the Bank's safety policies and rules.
  • Attendance : Must maintain regular and acceptable attendance at such level as is determined in the Bank's sole discretion. Must be regularly available and willing to work at such hours per day or week as the Bank determines are necessary or desirable to meet its business needs. Must be available and willing to work such weekends and holidays if the employer determines that it is necessary to do so in order to meet its business needs.
  • Travel : Must be available and willing to travel to such locations and with such frequency as the Bank determines is necessary or desirable to meet its business needs.
  • Regulatory Compliance : Be knowledgeable and comply with all regulations, policies and procedures relating to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, Privacy Act and how to recognize and report suspicious activity. Failure to comply with all components of these Acts could result in personal, civil money penalties and/or criminal prosecution.
  • Civic Activities : Participate in civic activities to assist in growing the local community, while enhancing the visibility of the Bank.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Also, this position description is not an employment agreement or contract. Management has the exclusive right to alter this description at any time without notice.

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