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OSTTRA

Senior Client Service Associate

New York, NY · On-site

Job Overview 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 ...

OSTTRA

Senior Client Service Associate

Manhattan, NY

Job Overview 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 ...

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

As of Jun 10, 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.

What is the role of a senior customer service associate?

A senior customer service associate is responsible for managing complex client inquiries, providing advanced support, and ensuring customer satisfaction. They often handle escalations, mentor junior staff, and utilize CRM tools to track interactions, requiring strong communication and problem-solving skills. The role may also involve training, process improvement, and maintaining high service standards.

What is the highest paying job in customer service?

In customer service, senior roles such as Senior Client Service Associate or Customer Service Manager tend to have higher salaries, especially in industries like finance or technology. These positions often require advanced skills, certifications, and experience, and can offer salaries exceeding $70,000 annually depending on the company and location.

What do client service associates do?

Client service associates are responsible for managing client accounts, addressing inquiries, resolving issues, and providing support to ensure customer satisfaction. They often use customer relationship management (CRM) tools and need strong communication and problem-solving skills to effectively serve clients and maintain positive relationships.

What does a senior client service associate do?

A senior client service associate manages client accounts, provides support and solutions to client inquiries, and ensures high levels of customer satisfaction. They often handle complex issues, coordinate with internal teams, and may use customer relationship management (CRM) tools to track interactions and service quality.
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Sr Client Service Associate jobs near you
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

Kestra Holdings

Dallas, TX • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Lead with Purpose. Partner with Impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent customer service, polished communication, and strong leadership skills to meet the service needs of clients and provide guidance to the service team.
What You'll Do
  • Data entry (Redtail, eMoney, NDEX)
  • Customer service (answering phones, processing and forwarding requests)
  • Account Servicing (generating/processing paperwork)
  • Scanning/Filing
  • Check deposit and daily blotters
  • Preparing mailings to clients
  • Calendar management for top level executives

What You Bring
  • High School diploma required.
  • Client services experience required. Min 5 years of experience.
  • Financial advisory industry experience required. Min 5 years of experience.
  • Ability to maintain confidentiality and exercise discretion
  • Proficiency in MS Outlook, MS Excel, and MS Word
  • Ability to follow written and oral instructions
  • Exhibit professional phone demeanor
  • Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
  • Attention to detail
  • Commitment to professionalism, accountability, customer focus, and teamwork
  • Understanding and evaluating complex client processes through critical thinking
  • Strong familiarity with Microsoft Outlook and proficiency with using Microsoft Excel to generate reports and perform data analysis is required.
  • Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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