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Investment Client Services Associate Jobs (NOW HIRING)

WSFS Bank

Senior Client Services Associate

Hershey, PA · On-site

$53K - $88K/yr

Senior Client Service Associate At WSFS Bank, we empower our Associates to grow their careers ... The incumbent will support a team of client facing individuals (Wealth Director, Investment ...

SPS North America

Client Services Associate

El Paso, TX · On-site

Client Services Associate Location: El Paso, Texas Work Schedule: 7:00 AM - 3:00 PM Working Days: Monday - Saturday Work Arrangement: On-site SPS Global is seeking a professional and service-driven ...

Alumni Ventures

Client Services Associate

Boston, MA

Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high ... About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in ...

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Investment Client Services Associate information

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How much do investment client services associate jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for investment client services associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

How much does a private client investment services associate make?

A private client investment services associate typically earns between $50,000 and $80,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client relationship skills and financial knowledge.

What does an investment client services associate do?

An investment client services associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They often use customer relationship management (CRM) tools and need strong communication skills to ensure client satisfaction and accurate service delivery.

What cities are hiring for Investment Client Services Associate jobs?

Cities with the most Investment Client Services Associate job openings:

What are popular job titles related to Investment Client Services Associate jobs?

For Investment Client Services Associate jobs, the most frequently searched job titles are:

Client Services Associate

Phoenix, AZ • On-site

Hello Sunshine Travels
See more jobs at Hello Sunshine Travelsexternal

Other

Re-posted 29 days ago

Job description

About the job Client Services Associate
Client Services Associate (Remote)
About Hello Sunshine Travels
Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and customized itineraries.
Our team is committed to delivering outstanding customer experiences while providing a supportive, collaborative, and flexible remote work environment. As we continue to expand, we are seeking motivated individuals who are passionate about customer service, travel, and helping others.
Position Overview
We are currently seeking a Client Services Associate to join our remote team. In this role, you will serve as a primary point of contact for clients, providing support throughout the travel planning process while ensuring a smooth and enjoyable customer experience.
In addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service.
Key Responsibilities

  • Respond to client inquiries via phone, email, and messaging platforms
  • Provide exceptional customer support throughout the booking process
  • Assist clients with travel reservations, itinerary planning, and trip coordination
  • Resolve customer concerns in a professional and timely manner
  • Maintain accurate client records and booking information
  • Process payments and assist with invoice management
  • Collaborate with team members to ensure seamless client experiences
  • Follow up with clients before, during, and after travel as needed
  • Stay informed about travel products, destinations, and supplier offerings
Additional Responsibilities
  • Develop and maintain strong relationships with prospective and existing clients
  • Assist with client outreach and follow-up communications
  • Identify client travel needs and recommend appropriate travel solutions
  • Generate new business through referrals, networking, social media engagement, and relationship-building efforts
  • Maintain ongoing communication with clients to encourage repeat business and referrals
  • Provide personalized travel recommendations and exceptional service to foster long-term client relationships
  • Support business growth initiatives while maintaining high levels of customer satisfaction
Qualifications
  • Strong customer service and client relations skills
  • Excellent verbal and written communication abilities
  • Ability to multitask and manage multiple client requests simultaneously
  • Strong organizational and problem-solving skills
  • Detail-oriented with excellent time management abilities
  • Comfortable working independently in a remote environment
  • Basic financial and payment processing knowledge preferred
  • Experience in travel, hospitality, tourism, customer service, sales, or client relations is a plus
  • Proficiency with computers, email platforms, social media, and online booking systems
What We Offer
  • Fully remote work environment
  • Flexible scheduling opportunities
  • Comprehensive training and ongoing support
  • Professional development and growth opportunities
  • Collaborative and supportive team culture
  • Opportunity to work within the exciting travel industry

If you are passionate about helping others, enjoy building relationships, and are excited about the travel industry, we encourage you to apply.

Apply