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Sr Client Service Associate Jobs in Meridian, ID

Vodia Ventures

Client Service Associate

Boise, ID · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Public Consulting Group

Client Service Associate 1

Boise, ID · On-site

$13.75 - $19/hr

... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...

defi AUTO LLC

Senior Client Executive

Boise, ID · On-site

$100K - $150K/yr

The company's comprehensive suite of originations, servicing, and managed servicing solutions ... The Senior Client Executive assumes the leadership role in managing defi SOLUTIONS business ...

Trucordia

Sr Client Advisor

Boise, ID

Collaborates with Client Service to analyze renewal business and place new business accounts. * Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and ...

Trucordia

Sr Client Advisor

Boise, ID · On-site

Collaborates with Client Service to analyze renewal business and place new business accounts. * Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and ...

Trucordia

Sr Client Advisor

Boise, ID · On-site

Collaborates with Client Service to analyze renewal business and place new business accounts. * Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and ...

Trucordia

Sr Client Advisor

Boise, ID · On-site

Collaborates with Client Service to analyze renewal business and place new business accounts. * Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and ...

Albertsons

Senior Client Partner

Boise, ID · On-site

Join us for an exciting opportunity at Albertsons Companies, where innovation and customer service ... Associate discounts * Health and financial well-being benefits for eligible associates (Medical ...

HB Travels

Client Services Associate / Travel

Boise, ID · On-site

About the job Client Services Associate / Travel About Us: We are a professional travel services ... Deliver excellent customer service and build positive client relationships * Stay informed about ...

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See Meridian, ID salary details

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How much do sr client service associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for sr client service associate in Meridian, ID is $16.09, according to ZipRecruiter salary data. Most workers in this role earn between $13.08 and $18.03 per hour, depending on experience, location, and employer.

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The top searched job categories for Sr Client Service Associate jobs in Meridian, ID are:

Sr Client Service Associate jobs near you
Infographic showing various Sr Client Service Associate job openings in Meridian, ID as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $33,459 per year, or $16.1 per hour.

Client Service Associate

Vodia Ventures

Boise, ID • On-site

$70K - $90K/yr

Other

Re-posted 29 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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