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Day Shift Client Services Associate Jobs (NOW HIRING)

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through ... day. • Excellence - Our standard • Passion - In everything we do • Integrity - Without ...

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 ... Flexibility for remote work is offered on one day, depending on business needs. Estimated ...

Hologic

Client Services Associate

San Diego, CA

$42.40K - $63.60K/yr

Client Services Associate San Diego, CA, United States BioTheranostics, a subsidiary of Hologic ... At Hologic, we're driven by our mission to enable healthier lives everywhere, every day. We're ...

TBK Bank, SSB

Client Services Associate

Keenesburg, CO · On-site

$16.54 - $22.67/hr

We accomplish this by working together, because at the end of the day, TBK means striving for ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Ryan Consulting

Client Services Associate

Media, PA · Hybrid

At Ryan, we're looking for a proactive and customer-focused Customer Service Associate to join our ... MediaCity, Manchester (Office-based, 5 days per week) Duties and responsibilities: Own the Client ...

TBK Bank, SSB

Client Services Associate

Firestone, CO · On-site

$16.54 - $22.67/hr

We accomplish this by working together, because at the end of the day, TBK means striving for ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

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Sage Counseling Inc

Client Services Associate

Phoenix, AZ · On-site

$18 - $22/hr

Half paid at 90-days; half paid at 6-months Location: Phoenix and remote This position will have 90 ... SAGE Counseling is actively recruiting for Full-Time Client Service Associates to provide support ...

Saks

Client Services Associate

Florida, NY

$19.61 - $24.51/hr

Has the ability to interact professionally and respectfully with people As The Client Services Associate, You Will: * Handle in-store and telephone inquiries in a prompt, professional and courteous ...

TBK Bank, SSB

Client Services Associate

Severance, CO

$16.54 - $22.67/hr

We accomplish this by working together, because at the end of the day, TBK means striving for ... Balancing currency, coin, and teller drawer at the end of each shift. * Opening new accounts per ...

TransPerfect

Client Services Associate

Rochester, NY

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

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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

Client Services Associate

Equity Trust

Fort Myers, FL • On-site

Full-time

Posted 7 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 spell EPIC - 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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