ZipRecruiter

Log In

1

Material Service Associate Jobs (NOW HIRING)

Aegis Worldwide

Client Service Associate

Niles, IL · On-site

$14.50 - $20/hr

Client Services Associate The Client Services Associate is the primary customer-facing liaison and ... Collect and document specifications related to packaging, print, materials, quantities, and ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... materials and coordination across stakeholders * Monitor client account activity to support ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15 ... Order team lunches, office supplies, and other necessary materials * Receive packages and help ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... materials and coordination across stakeholders * Monitor client account activity to support ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Prepare and review investment documentation, subscription and redemption materials, wire ... Qualifications for the Client Service Associate: * Education: Bachelor's degree is required.

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... Support the team's marketing strategy by maintaining marketing materials, including digital and ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... Support the team's marketing strategy by maintaining marketing materials, including digital and ...

SPS North America

Client Service Associate

Westlake, TX · On-site

$14 - $19.25/hr

Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type ... Perform shipping and receiving tasks for supplies, materials, and equipment * Verify packing slips ...

Swift7 Consultants

Client Service Associate

Akron, OH · On-site

$13.75 - $19.25/hr

Client Service Associate Swift 7 Consultants is a forward-thinking operations and workflow ... and service materials * Coordinate communications between clients and internal departments

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 ... Support client meeting preparation by facilitating creation of materials * Help identify, escalate ...

Morgan Stanley

Client Service Associate

Menlo Park, CA · On-site

$34K/yr

Client Service Associates help shape the future of service by modernizing the client experience ... materials, including digital and social media platforms, and planning client events and seminars ...

GP Fund Solutions, LLC

Client Service Associate

Latham, NY · On-site

$14 - $19.25/hr

Client Service Associate- GP Fund Solutions As an Client Service Associate GPFS, you'll play a key ... Strong training plans and materials provided. * Competitive Medical, Dental & Vision Insurance.

GP Fund Solutions

Client Service Associate

Latham, NY · On-site

$45K - $60K/yr

Client Service Associate GP Fund Solutions As an Client Service Associate GPFS, you'll play a key ... Strong training plans and materials provided. * Competitive Medical, Dental & Vision Insurance.

Beacon Pointe Advisors

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

Client Service Associate We are currently seeking qualified candidates to join Beacon Pointe ... Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ...

previous pagenext page

Showing results 21-40

All JobsTransportation And Storage JobsWarehousing JobsInventory Control Clerk JobsMaterial Service Associate Jobs

Material Service Associate information

See salary details

$12

$21

$30

How much do material service associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for material service associate in the United States is $21.49, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $24.52 per hour, depending on experience, location, and employer.

What cities are hiring for Material Service Associate jobs?

Cities with the most Material Service Associate job openings:

What are the most commonly searched types of Material Service jobs?

The most popular types of Material Service jobs are:

What states have the most Material Service Associate jobs?

States with the most job openings for Material Service Associate jobs include:

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

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

Client Service Associate

Hamilton, NJ • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

$14.50 - $19.75/hr

Full-time

Retirement, PTO

This job post has expired 3 days ago. Applications are no longer accepted.

Job description

Client Service Associate (CSA)

Financial Advisor Office / Wealth Management Practice

Position Title

Client Service Associate (CSA)

Position Summary

The Client Service Associate is responsible for delivering exceptional client support and administrative services within a financial advisory practice. This role serves as a key liaison between clients, financial advisors, custodians, and internal operations teams. The CSA helps ensure a seamless client experience by managing account administration, client communications, scheduling, and operational processes while maintaining compliance with industry regulations and firm policies.

Key Responsibilities

Client Relationship Management

  • Serve as the primary point of contact for client service requests and inquiries.
  • Build and maintain strong relationships with clients through professional and timely communication.
  • Assist clients with account maintenance, paperwork, and general service needs.
  • Coordinate client meetings and prepare meeting materials.

Account Administration

  • Process new account openings, transfers, rollovers, and account updates.
  • Prepare and track client paperwork to ensure accurate and timely completion.
  • Monitor account documentation and maintain organized client records.
  • Assist with beneficiary changes, address updates, distributions, and other account servicing requests.

Operations & Compliance

  • Ensure all client transactions and documentation comply with regulatory and firm requirements.
  • Maintain accurate records in CRM and portfolio management systems.
  • Assist with compliance reviews, audits, and supervisory requests.
  • Follow procedures for handling confidential client information.

Advisor Support

  • Support financial advisors with meeting preparation and follow-up activities.
  • Generate reports, client summaries, and presentation materials.
  • Assist with marketing events, workshops, and client appreciation activities.
  • Help manage workflow priorities and operational deadlines.

Client Communication

  • Respond promptly to client emails and phone calls.
  • Coordinate with custodians, insurance companies, and other financial institutions regarding client requests.
  • Provide status updates on pending transactions and service requests.

Qualifications

Required

  • Associate's or Bachelor's degree preferred in Business, Finance, Accounting, or related field.
  • 2+ years of client service, banking, financial services, or administrative experience.
  • Strong verbal and written communication skills.
  • Excellent organizational and multitasking abilities.
  • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).

Preferred

  • Experience in wealth management, financial planning, banking, or brokerage services.
  • Knowledge of financial products, retirement accounts, and investment accounts.
  • Experience with CRM systems such as Redtail, Salesforce, Wealthbox, or similar platforms.

Key Competencies

  • Client-focused service mentality
  • Attention to detail and accuracy
  • Professionalism and confidentiality
  • Strong problem-solving skills
  • Ability to work independently and as part of a team
  • Time management and organization
  • Adaptability in a fast-paced environment

Compensation & Benefits

  • Competitive salary
  • Bonus/incentive opportunities
  • Retirement plan participation
  • Paid time off and holidays
  • Professional development and licensing support

Apply