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Ia Client Service Associate Jobs (NOW HIRING)

Client Services Associate OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.

Client Service Associate

Omaha, NE ยท On-site

$58K - $67K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Client Service Associate

Charlotte, NC ยท On-site

$37K - $41K/yr

Client Service Associate At GG Media, we believe great teams are built through strong leadership, collaboration, and continuous development. We are committed to creating a positive and results-driven ...

Client Service Associate

Potomac, MD ยท On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Client Service Associate

La Crosse, WI ยท On-site

$14.25 - $19.75/hr

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time ...

Client Service Associate

San Francisco, CA ยท On-site

$17 - $23.50/hr

The Client Service Associate is a key member of the service team for each client and serves as the liaison that facilitates the relationship between the client and the custodian. Primary ...

Client Service Associate

San Jose, CA ยท On-site

$17 - $23.50/hr

Client Service Associate We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join ...

Client Service Associate

Nashville, TN ยท On-site

$14 - $19.25/hr

The Client Service Associate is responsible for supporting our client service team by handling foundational service tasks that do not require a Property & Casualty license. This position is ideal for ...

Client Service Associate

Pepper Pike, OH ยท On-site

$13.75 - $18.75/hr

Client Service Associate - Wealth Management Location: Pepper Pike, Ohio Full-Time | In-Office Are you someone who genuinely enjoys helping people, staying organized, and making sure things get done ...

Client Service Associate

Auburn, IN ยท On-site

$13.50 - $18.75/hr

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. The Client Service ...

Client Service Associate

Pittsburgh, PA

$14 - $19.50/hr

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing ...

Client Service Associate

Pepper Pike, OH ยท On-site

$13.75 - $18.75/hr

Client Service Associate - Wealth Management Location: Pepper Pike, Ohio Full-Time | In-Office Are you someone who genuinely enjoys helping people, staying organized, and making sure things get done ...

Client Service Associate

Pittsburgh, PA

$14 - $19.50/hr

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing ...

Client Service Associate

Potomac, MD ยท On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Client Service Associate

Pittsburgh, PA

$14 - $19.50/hr

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing ...

Client Service Associate

Santa Ana, CA ยท On-site

$50K - $60K/yr

Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our ...

Showing results 41-60

Ia Client Service Associate information

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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 Associate

Wilmington, DE โ€ข Hybrid

$75K - $95K/yr

Full-time

Re-posted 26 days ago


Job description

Client Service Associate – Global Investment Firm (Delaware)

Location: Wilmington, DE (Hybrid)

Job Type: Full-Time | Experienced

Industry: Investment Management / Wealth Management


About the Firm

ISC’s team of Financial Services Recruiters is partnering with a growing global investment firm that provides customized investment management and advisory services to Ultra-High Net Worth (UHNW) individuals, families, trusts, foundations, and endowments.


The firm is expanding and looking for a Client Service Associate to join their Delaware office. This role offers direct exposure to UHNW clients with $200M+ in investable assets and long-term career growth in wealth management.


What You’ll Do

As a Client Service Associate, you’ll support Advisors and Operations teams to deliver high-touch service to UHNW clients. You’ll handle a variety of client service, operational, and project-based responsibilities, including:

  • Partnering with Wealth Advisors to support UHNW clients.
  • Coordinating with custodians and internal Operations teams to ensure accurate and timely processing.
  • Assisting with portfolio rebalancing, money movements, and document preparation.
  • Preparing new account paperwork, contracts, and subscription agreements.
  • Managing account openings/closings (SMA and brokerage).
  • Handling KYC profiles, searches, and compliance documentation.
  • Processing cash and security movements (deposits, withdrawals, wires, gifting, journals).
  • Assisting with presentations, proposals, and reporting in Excel and PowerPoint.
  • Reviewing billing for accuracy.
  • Maintaining and updating client databases and portfolio/account management systems (Salesforce, Addepar, Black Diamond).


What We’re Looking For

  • Bachelor’s degree required (Finance or Business preferred).
  • 5+ years of UHNW client servicing experience.
  • Advanced Microsoft Office skills (Excel, PowerPoint, Adobe Acrobat).
  • Strong attention to detail, highly organized, and self-motivated.
  • Interest in technology, investment management, and client solutions in a fast-paced environment.


What’s in It for You

  • Collaborative, passionate, and growth-oriented culture.
  • Excellent long-term career development opportunities.
  • Competitive base salary + annual bonus.
  • Outstanding benefits package with very low cost for employees and families.
  • Fun, dynamic, and supportive team environment.