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Employee Benefits Client Service Associate Jobs

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience.

Morgan Stanley

Client Service Associate

Baton Rouge, LA

$14 - $19.25/hr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... employee benefits and perks in the industry. There's also ample opportunity to move about the ...

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$17 - $23.50/hr

Client Service Associate The Client Service Associate provides operational support to our Wealth ... Commuter benefits Cerity Partners is committed to providing an environment where all individuals ...

SCS Financial

Client Service Associate

Bellevue, WA · On-site

$65K - $75K/yr

Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ... Focus is an equal opportunity employer and bases its employment decisions on the employee or ...

BakerAvenue

Client Service Associate

Southlake, TX · On-site

$1.0K/day

Employee assistance program * Wellness allowance - $75 monthly * Bereavement leave - 3 days paid ... Commuter benefits * Parental bonding leave - up to 100% of salary for 12 weeks * Donation match ...

IGL4US

Client Service Associate

Cincinnati, OH · On-site

$39K - $43K/yr

Client Service Associate IGL 4 US is seeking a Client Service Associate to join our Cincinnati team. In this role, you will support clients throughout their experience with the company, answer ...

BakerAvenue

Client Service Associate

Southlake, TX · On-site

$1.0K/day

Employee assistance program * Wellness allowance - $75 monthly * Bereavement leave - 3 days paid ... Commuter benefits * Parental bonding leave - up to 100% of salary for 12 weeks * Donation match ...

RIA Recruiting

Client Service Associate

Los Gatos, CA · On-site

$80K - $100K/yr

Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment ... Benefits: * Starting salary of $80,000 - $100,000 based on experience and credentials * 401(k) ...

Alphabe Insight Inc

Client Service Associate

Rochester, NY · On-site

$45K - $49K/yr

We are seeking a dedicated and detail-oriented Client Service Associate to support daily client operations and ensure a high standard of service delivery. This role is ideal for individuals who excel ...

Sonar Spark

Client Service Associate

Los Angeles, CA · On-site

$50K - $55K/yr

Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and ...

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Employee Benefits Client Service Associate information

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How much do employee benefits client service associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for employee benefits client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What cities are hiring for Employee Benefits Client Service Associate jobs?

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What states have the most Employee Benefits Client Service Associate jobs?

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Infographic showing various Employee Benefits Client Service Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.

Client Service Associate

Chicago, IL • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

$15 - $20.50/hr

Full-time

Re-posted 25 days ago

Job description

Client Service Associate Summary
The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate

Supervisory Responsibilities: None
Knowledge, Skills, and/or Abilities
  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience
  • Bachelor's degree in a business-related field preferred
  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration
• Series 7 and 65/66 preferred (or ability to obtain)

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