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Ia Client Service Associate Jobs (NOW HIRING)

Global Channel Management

Client Service Assoc

Chicago, IL · On-site

$15 - $20.50/hr

About the job Client Service Assoc Client Service Assoc needs 4+ years experience Client Service Assoc requires: * Customer service * Client service rep * CRM Client Service Assoc duties: * Assist in ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep ...

ShortList Recruitment Limited

$14.75 - $20.50/hr

\n \n \n \n Client Service Associate, Investment Services \n \n USA Remote \n \n Up to $140,000 \n \n \n \n \n ShortList is recruiting for a Client Service Associate for a specialist investment ...

Arthur J. Gallagher & Co.

Client Service Associate

Austin, TX · On-site

$14.25 - $19.75/hr

Branch Client Service Associate I The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the ...

The Right Click, Inc.

Client Service Associate

Darien, CT · On-site

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with ...

Kestra Financial

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

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 ...

Boutique Recruiting

Client Service Associate

Naples, FL · On-site

$60K - $75K/yr

Client Service Associate Salary Range: $60,000-$75,000 / Year, DOE Join a well-established wealth management firm where client service is the standard, not an afterthought . This Client Service ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

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 ...

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How much do ia client service associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for ia 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.

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Client Service Assoc

Chicago, IL • On-site

Global Channel Management
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Global Channel Managementexternal

$15 - $20.50/hr

Other

Re-posted 8 days ago

Job description

About the job Client Service Assoc
Client Service Assoc needs 4+ years experience
Client Service Assoc requires:

  • Customer service
  • Client service rep
  • CRM
Client Service Assoc duties:
  • Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners
  • Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
  • Assist team members to ensure ongoing client contractual obligations are being met
  • Support the fulfillment of ad-hoc client inquiries and requests
  • Facilitate and oversee client cash flow requests to ensure proper handling
  • Help manage client communications to ensure timely and proactive updates are provided
  • Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
  • Update and maintain client and authorized third party contact information via CRM application
  • Support client meeting preparation by facilitating creation of materials
  • Help identify, escalate and resolve problems for any issues affecting the client experience
  • Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
  • Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
  • Supports the completion of due diligence and client questionnaires
Global Channel Management logo

About Global Channel Management

Sourced by ZipRecruiter

Global Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Global Channel Management understands the challenges companies face when it comes to the skills and experience needed to fill the void of the day to day function. Organizations need to reduce training and labor costs but at the same time requiring the best talent for the job. GCM's Ownership and Management teams have extensive Staffing, Recruiting, HR and Executive Leadership knowledge, Experience and Expertise. Our Understanding and Commitment to our Client's Satisfaction are key reasons GCM has been successful in establishing long term relationships.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Austell, GA, US

Social media

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