$80K - $110K/yr
Client Service Associate About the Opportunity Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides ...
Quick apply
$80K - $110K/yr
Client Service Associate About the Opportunity Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides ...
Daleville, VA · On-site
$15 - $18.75/hr
Customer Service Associate (CSA) As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part ...
Daleville, VA · On-site
$15 - $18.75/hr
Customer Service Associate (CSA) As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part ...
Roanoke, VA · On-site
$15 - $18.75/hr
Customer Service Associate (CSA) As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part ...
Roanoke, VA · On-site
$15 - $18.75/hr
Customer Service Associate (CSA) As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part ...
Bedford, VA · On-site
$13.50 - $19/hr
Customer Service Associate The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer ...
Bedford, VA · On-site
$13.50 - $19/hr
Customer Service Associate The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer ...
Roanoke, VA · On-site
$14.25 - $19.50/hr
Roses/Roses Express Customer Service Associate As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities ...
Roanoke, VA · On-site
$14.25 - $19.50/hr
Roses/Roses Express Customer Service Associate As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities ...
Rocky Mount, VA · On-site
$13.50 - $18.50/hr
Roses/Roses Express Customer Service Associate As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities ...
Rocky Mount, VA · On-site
$13.50 - $18.50/hr
Roses/Roses Express Customer Service Associate As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities ...
Bedford, VA · On-site
$13.50 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Bedford, VA · On-site
$13.50 - $19/hr
Job Purpose The Customer Service Associate is responsible for supporting the store leadership team by executing a variety of store-level tasks that ensure efficient, safe, and customer-focused ...
Radford, VA · On-site
$13.25 - $17.25/hr
Food Service Associates should expect to be cross trained in multiple areas with varying responsibilities. Qualifications: * Must be 18 years of age or older * Food Service experience a plus, but not ...
Radford, VA · On-site
$13.25 - $17.25/hr
Food Service Associates should expect to be cross trained in multiple areas with varying responsibilities. Qualifications: * Must be 18 years of age or older * Food Service experience a plus, but not ...
Roanoke, VA · On-site
$55K - $95K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Roanoke, VA · On-site
$55K - $95K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Daleville, VA · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Daleville, VA · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Roanoke, VA · On-site
$35K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Roanoke, VA · On-site
$35K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Roanoke, VA · On-site
$35K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Roanoke, VA · On-site
$35K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Roanoke, VA · On-site
$55K - $95K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Roanoke, VA · On-site
$55K - $95K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Salem, VA · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Salem, VA · On-site
$15 - $18.75/hr
As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by greeting and serving our customers. As a CSA, you are proud to be part of a beloved brand that is ...
Roanoke, VA · On-site
$55K - $95K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Roanoke, VA · On-site
$55K - $95K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
If so our, Lead Customer Service Associate at ZIPS Car Wash located at 1706 W. Main St., Salem, VA, is the perfect position for you!! You will bring joy to people's journeys by creating a positive ...
Quick apply
If so our, Lead Customer Service Associate at ZIPS Car Wash located at 1706 W. Main St., Salem, VA, is the perfect position for you!! You will bring joy to people's journeys by creating a positive ...
Roanoke, VA · On-site
$13/hr
If so our, Lead Customer Service Associate at ZIPS Car Wash located at 1706 W. Main St., Salem, VA, is the perfect position for you!! You will bring joy to people's journeys by creating a positive ...
Roanoke, VA · On-site
$13/hr
If so our, Lead Customer Service Associate at ZIPS Car Wash located at 1706 W. Main St., Salem, VA, is the perfect position for you!! You will bring joy to people's journeys by creating a positive ...
Salem, VA · On-site
$13/hr
If so our, Lead Customer Service Associate at ZIPS Car Wash located at 1706 W. Main St., Salem, VA, is the perfect position for you!! You will bring joy to people's journeys by creating a positive ...
Salem, VA · On-site
$13/hr
If so our, Lead Customer Service Associate at ZIPS Car Wash located at 1706 W. Main St., Salem, VA, is the perfect position for you!! You will bring joy to people's journeys by creating a positive ...
$14.25 - $19.50/hr
Summary As a Big Lots Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting them with ...
Quick apply
$14.25 - $19.50/hr
Summary As a Big Lots Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting them with ...
$12.50 - $17.25/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Quick apply
$12.50 - $17.25/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
$9.08 - $11.05
2% of jobs
$11.05 - $13.01
6% of jobs
$14.54 is the 25th percentile. Wages below this are outliers.
$13.01 - $14.98
21% of jobs
The median wage is $16.48 / hr.
$14.98 - $16.95
27% of jobs
$16.95 - $18.92
18% of jobs
$19.01 is the 75th percentile. Wages above this are outliers.
$18.92 - $20.89
12% of jobs
$20.89 - $22.85
5% of jobs
$22.85 - $24.82
3% of jobs
$24.82 - $26.79
2% of jobs
$26.79 - $28.76
2% of jobs
$28.76 - $30.73
1% of jobs
$9
$18
$30
| Aspect | Service Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may require certifications | High school diploma or equivalent; often similar certifications |
| Work Environment | Retail, healthcare, banking, hospitality settings | Call centers, retail, banking, service desks |
| Employer & Industry Usage | Common in retail, healthcare, banking sectors | Widespread across customer-facing industries |
| Comparison Focus | Hands-on, in-person service roles | Phone or online customer support |
Service Associates typically work directly with customers in person, providing assistance and support in retail, healthcare, or banking environments. Customer Service Representatives often handle inquiries via phone or online, focusing on remote support. Both roles require strong communication skills and similar credentials, but their work settings and interaction methods differ.
$80K - $110K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 9 days ago
Client Service Associate
About the Opportunity
Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides comprehensive wealth management solutions by integrating financial planning, investment management, tax strategies, estate planning, and risk management. Serving high-net-worth individuals, business owners, and families, they are dedicated to building long-term relationships through exceptional service and trusted financial guidance.
They are seeking a highly motivated Client Service Associate to join their growing team. This position plays a critical role in supporting financial advisors, ensuring an outstanding client experience, and maintaining efficient day-to-day operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional client service in a professional wealth management environment.
Key Responsibilities
Manage the client onboarding process from start to finish while providing ongoing client support.
Serve as a primary point of contact for clients by responding to inquiries, resolving service requests, and fostering strong relationships.
Maintain accurate CRM records, activity logs, and client documentation.
Support compliance initiatives and ensure proper recordkeeping.
Coordinate with custodians, investment companies, and third-party service providers to facilitate client requests.
Prepare documentation and materials for client meetings, reviews, and reporting.
Identify opportunities to improve internal processes and enhance the overall client experience.
Provide administrative and operational support to financial advisors as needed.
Required Qualifications
Minimum of 5 years of experience as a Client Service Associate or in a similar role within wealth management, financial planning, or a broker-dealer environment.
Active Series 7 and Series 66 licenses (or Series 7 with Series 63 and 65), in good standing and eligible for transfer.
Strong understanding of investment operations, financial planning processes, and compliance requirements.
Proficiency with Microsoft Office and industry software, including CRM platforms, portfolio management systems, and custodial platforms.
Excellent verbal and written communication skills.
Strong organizational and time management abilities with the capacity to manage multiple priorities in a fast-paced environment.
Ability to work independently while collaborating effectively within a team.
Preferred Qualifications
Bachelor's degree in Finance, Business, or a related field.
Experience working with industry-leading wealth management platforms and managed account programs.
Previous experience supporting investment programs for financial institutions is a plus.
Benefits
The firm offers a comprehensive benefits package, which includes:
Health, Dental, Vision, Life, Critical Illness, and Disability Insurance
401(k) with employer matching
Generous Paid Time Off and paid holidays
A collaborative, team-oriented work environment
Professional development and long-term career growth opportunities
Sourced by ZipRecruiter
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
