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RecruitHook

Senior Client Service Associate

Wayne, PA · On-site

We are seeking an experienced Senior Client Service Associate to join a growing wealth management team supporting high-net-worth individuals, families, and business clients. This role is ideal for a ...

Westwood

Senior Client Service Associate

Houston, TX

The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted ...

OSTTRA

Senior Client Service Associate

New York, NY · On-site

The Senior Client Service Associate is dedicated to supporting our new and existing customers to ensure they receive the maximum benefit of their OSTTRA services. This position focuses on providing ...

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

As of Jun 11, 2026, the average hourly pay for sr client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.
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Infographic showing various Sr Client Service Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 90% Full Time, 8% Contract, and 1% Nights. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.
Senior Client Service Associate

Senior Client Service Associate

Coldstream Wealth Management

Portland, OR • Hybrid

$15.50 - $21.25/hr

Full-time

Posted 5 days ago

Job description

Providing exceptional service to our clients starts with investing in exceptional people!

If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.

The Senior Client Service Associate Role

The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday).

Specific responsibilities include:

  • Prepare and process documentation related to client onboarding and maintenance:
    • Open brokerage accounts, establish cashiering needs, set up online reporting access
    • Update cost basis, track required minimum distributions, reconcile account information
    • Send and receive documents to and from clients, their advisors, and investment custodians
    • Log all activities in the firm's CRM in a timely and accurate manner.
  • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.

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