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Integrated Service Associate Jobs (NOW HIRING)

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

We take an integrated approach with our clients that is custom tailored to their specific situation ... The client service associate plays a critical role in the back-office functioning of our firm. With ...

Acorn Financial Services

Client Service Associate

Reston, VA · On-site

$15 - $20.75/hr

Operating at this level of integration and complexity requires flawless, highly scalable operational infrastructure. As a Mid-Level Client Services Associate, your mission is to own the post-sale ...

Integrated Resources INC

Customer Service Associate

Orange, CA · On-site

$15.50 - $21.25/hr

Company Description Integrated Resources, Inc., is led by a seasoned team with combined decades in ... Customer Service Associate Duration: till December Location: Orange, CA 92868 WORK SCHEDULES/SHIFTS:

W3Global Inc.

Client Service Associate

Roanoke, VA · On-site

$80K - $110K/yr

Client Service Associate About the Opportunity Our client is an established, independent wealth ... The firm provides comprehensive wealth management solutions by integrating financial planning ...

Rho

Client Service Associate

Salt Lake City, UT · On-site

$58K - $70K/yr

Client Service Associate As a Client Service Associate on the Client Services team, you will ... integrations or setting up an expense management policy on the platform. This role is based ...

Integrated Resources

Customer Service Associate

Orange, CA · On-site

$15.50 - $21.25/hr

Customer Service Associate This position is a front line service position providing assistance to members and providers regarding programs, policies, and procedures. Responsibilities include ...

SCS Financial

Client Service Associate

Bellevue, WA · On-site

$65K - $75K/yr

The Client Service Associate is an integral member of the Wealth Management team, helping to ... Focus is a leading financial services firm comprised of integrated wealth management, family office ...

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Integrated Service Associate information

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How much do integrated service associate jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for integrated service associate in the United States is $19.01, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $20.19 per hour, depending on experience, location, and employer.

What is the difference between Integrated Service Associate vs Customer Service Representative?

AspectIntegrated Service AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may require certifications in customer service or related fieldsHigh school diploma or equivalent; often no specific certifications needed
Work EnvironmentHealthcare, financial services, or corporate settings; often involves direct client interaction and problem-solvingCall centers, retail, or office environments; primarily phone or in-person customer interactions
Employer & Industry UsageCommon in healthcare, banking, and insurance sectorsWidespread across retail, telecom, and service industries

The Integrated Service Associate and Customer Service Representative roles both focus on customer interaction, but the former often involves specialized knowledge in specific industries like healthcare or finance, and may require additional certifications. The Customer Service Representative typically handles general inquiries across various sectors, mainly through call centers or retail settings.

What cities are hiring for Integrated Service Associate jobs?

Cities with the most Integrated Service Associate job openings:

What are popular job titles related to Integrated Service Associate jobs?

For Integrated Service Associate jobs, the most frequently searched job titles are:

Client Service Associate

Dunwoody, GA • On-site

Integrated Financial Group
51 - 200 employees
Learn more about Integrated Financial Groupexternal

$14.25 - $19.75/hr

Other

Medical, Retirement, PTO

Posted 8 days ago

Key responsibilities

  • Serve as the primary contact for client emails, calls, and service requests to handle directly or delegate to other service associates

  • Help prepare advisors for client meetings, including follow-up and documentation

  • Support new accounts, account and fund transfers, and ongoing account servicing and money movements

Job description

Tarrant Financial Advisors is a planning-centric, client-first independent financial advisory firm founded in 1992 and a leading member of Integrated Financial Group, a consortium of independent financial professionals. We help individuals, families, and business owners align their finances with their life goals through personalized financial planning and wealth management.

Position Overview

We are seeking a detail-oriented Client Service Associate to support advisors and our broader operations team with client service, account administration, meeting preparation, and day-to-day operational activities. This role is ideal for someone who enjoys working closely with clients, managing multiple priorities, and supporting a collaborative financial services team.

The Client Service Associate supports the firm’s day-to-day processes and provides superior service and support to clients and other team members. Responsibilities include working with advisors’ meeting preparation, handling investment account and insurance service and new business, processing money movement transactions, and ensuring practice compliance. This team member provides the assurance that clients are taken care of and that our client commitments are met so our advisors can promote our services with confidence.

Key Responsabilities
  • Serve as the primary contact for client emails, calls, and service requests to handle directly or delegate to other service associates with professionalism and accuracy
  • Help prepare advisors for client meetings, including follow-up and documentation
  • Assist the gathering, input, and maintenance of client financial planning and portfolio data for new and existing relationships
  • Support new accounts, account and fund transfers, and ongoing account servicing and money movements including required minimum distributions, retirement plan contributions, etc
  • Assist with electronic documents, client signatures, record maintenance, and client billing
  • Facilitate communication between advisors, custodians, wholesalers, and allied professionals
  • Maintain written systems of repeatable practice functions and workflows
  • Help organize and maintain CRM records and client information
  • Support the firm’s regulatory compliance to include regular reviews, assisting with audits, and ongoing reporting requirements
Qualifications
  • Honesty, personal integrity, and a strong sense of responsibility
  • 5+ years experience in financial services (client service role preferred)
  • Strong organizational skills and attention to detail
  • Excellent professional communication skills (written and verbal)
  • Experience working with financial software, CRMs, Microsoft Office products, and broker/dealer technology platforms
  • Ability to manage multiple tasks and follow through independently
  • Friendly, professional, and team-oriented demeanor
What We Offer
  • Collaborative team environment
  • Exposure to sophisticated financial planning and wealth management
  • Opportunities for learning and professional development
  • Hybrid work environment; 2-3 days in office in Dunwoody & Roswell/Alpharetta
  • Salary commensurate with experience plus an annual goals-based incentive bonus and health insurance allowance
  • Benefits package including PTO, 401(k) with match, group health insurance, long-term disability insurance, employee assistance and other related group benefits
  • Professional development opportunities, systems training, and participation in IFG study groups
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