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Senior Client Service Associate Jobs (NOW HIRING)

Wealth Enhancement Group

Sr Client Service Associate

Great Neck, NY · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our Great Neck, NY office has an exciting opportunity for a Sr Client Service Associate ! This role serves as the liaison between the client and the Financial Advisor (FA) as part of our High-Net ...

Wealth Enhancement Group

Sr Client Service Associate

Great Neck, NY · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our Great Neck, NY office has an exciting opportunity for a Sr Client Service Associate ! This role serves as the liaison between the client and the Financial Advisor (FA) as part of our High-Net ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Kestra Financial

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

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Senior Client Service Associate information

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$74.2K

$133K

How much do senior client service associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for senior client service associate in the United States is $74,198.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $95,000.00 per year, depending on experience, location, and employer.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service.

What cities are hiring for Senior Client Service Associate jobs?

Cities with the most Senior Client Service Associate job openings:

Who are the top companies hiring for Senior Client Service Associate jobs?

The top employers for Senior Client Service Associate jobs are:

What states have the most Senior Client Service Associate jobs?

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

Infographic showing various Senior Client Service Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $74,198 per year, or $35.7 per hour.

Senior Client Service Associate

ImpactSearch Partners

Atlanta, GA

Full-time

Re-posted 15 days ago

Job description

Job Summary

This Senior Client Service Associate will primarily assist Wealth Advisor(s). High integrity, attention to detail, excellent communication and enthusiasm for teamwork is key. The ideal candidate will understand that a positive attitude and efficiency in task management will be key drivers for success. We expect this person to, with training, perform the following responsibilities:

Main Responsibilities:

  • Perform clerical functions related to opening client accounts and ongoing account maintenance based on client preferences and requests.
  • Provide same-day responses to client requests.
  • Tracking and monitoring incoming assets and reconciling as needed.
  • Work with the Wealth Advisor(s) and the client in obtaining required documents for the account opening process.
  • Demonstrate operational proficiency of the client technology systems by processing correctly both the day-to-day business items and the ad hoc research needs within the client dictated time frames.
  • Perform money management related requests such as wires, ACH, journals, dividend reinvestment, cash management.
  • Identify situations that need to be brought to the attention of the Wealth Advisor(s) when necessary.
  • Track, monitor and distribute tax documents and other requests made by the client’s personal advisory team, such as CPA, lawyer, and other family office staff.
  • Meet deadlines for Alternatives Investments to include completion of Subscription Documents and Capital Calls.

Preferred Qualifications:

  • Bachelor’s Degree
  • 5+ years of customer service or administrative experience
  • Industry or Industry related experience
  • Experience working with Ultra High Net Worth Families
  • General understanding of the investment brokerage industry and securities knowledge
  • Ability to organize and prioritize
  • Excellent grammar and possess phone/office etiquette
  • Strong communication skills both written and verbal
  • Strong interpersonal skills
  • Strong focus on providing exemplary client service

Apply