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Insurance Client Service Associate Jobs (NOW HIRING)

Axelon

Client Service Associate

Manhattan, NY · On-site

$28/hr

Client Service Associate Work Mode: Hybrid Location: New York, NY Pay: $28 per hour About Axelon Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals ...

BakerAvenue

Client Service Associate

Southlake, TX · On-site

$1.0K/day

The Client Service Associate plays a critical role in collaborating within a dedicated team and ... Interact with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity ...

BeloForm Craft

Client Service Associate

Charlotte, NC · On-site

$50K - $54K/yr

Client Service Associate At Beloform Craft, we specialize in creating refined brand experiences through thoughtfully designed trade shows and professional event presence. Our work reflects precision ...

Swift7 Consultants

Client Service Associate

Austin, TX · On-site

$39K - $43K/yr

Client Service Associate Swift7 Consultants is seeking a Client Service Associate to join our team in Austin, TX. In this role, you will serve as an important point of contact for clients, helping ...

Aon

Client Service Associate

Cockeysville, MD · On-site

$13.75 - $19/hr

Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned ...

Hanover Bank

Client Service Associate

Forest Hills, NY · On-site

$15.25 - $21/hr

Client Service Associate Hanover Bank is looking for a full-time Client Service Associate. The ... Health & Wellness Benefits: · Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter ...

Smoker & Company LLC

Client Service Associate

Ephrata, PA · On-site

$24 - $35/hr

... Client Service Associate to serve as a key client contact while providing administrative ... Experience in financial services, wealth management, banking, insurance, accounting, or a related ...

Telepathy Inc

Client Service Associate

Seattle, WA · On-site

$80K - $85K/yr

Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team ...

Signal Tru Brand

Client Service Associate

Madison, WI · On-site

$50K - $55K/yr

Client Service Associate At Signal Tru Brand, we craft experiences that connect people, ideas, and innovation. Our team brings together creativity and strategy to design unforgettable events that ...

Park 6 Logistics

Client Service Associate

Akron, OH · On-site

$50K - $55K/yr

Client Service Associate Park 6 Logistic is a forward-thinking logistics and distribution company committed to delivering efficient, reliable, and scalable solutions for businesses nationwide. We ...

Bela Brand Bat

Client Service Associate

Houston, TX · On-site

$55K - $60K/yr

Client Service Associate Bela Brand Bat is a forward-thinking organization dedicated to elevating brand communication through strategic planning, refined messaging, and exceptional coordination. We ...

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Insurance Client Service Associate information

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

As of Sep 15, 2026, the average hourly pay for insurance 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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For Insurance Client Service Associate jobs, the most frequently searched job titles are:

Infographic showing various Insurance Client Service Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.

Client Service Associate

Columbus, OH • On-site

The Strategic Implementer
See more jobs at The Strategic Implementerexternal

$65K - $80K/yr

Other

Medical, Retirement, PTO

Posted 13 days ago

Job description

Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at capitalassetmgmt.com

Compensation:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Group Medical insurance
  • Retirement plan with matching contributions
  • Generous PTO Policy & Paid Holidays
  • Small, cohesive team environment

Responsibilities include:

  • Assist clients with account openings, transfers, deposits, and withdrawals
  • Lead new client onboarding process
  • Audit clients' portals for broken links and missing data
  • Track and confirm year-end RMDs and IRA contributions
  • Coordinate proactive client touchpoints
  • Compile and organize tax docs and client return preparation
  • Schedule client meetings and manage the firm's calendar
  • Maintain our CRM, ensuring meeting notes and docs are stored accurately
  • Act as the primary point person for our custodians: Schwab and Fidelity

Requirements:

  • 2 years of financial services experience
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

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