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Sr Client Service Associate Jobs (NOW HIRING)

Phenom People

Client Service Associate

Waukesha, WI · On-site

$14.50 - $20/hr

Senior Client Service Associate Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service ...

NextPhase Search

Client Services Associate

Waltham, MA · On-site

... Service Associate → Senior Client Associate → Vice President → Relationship Management. RESPONSIBILITIES * Prepare client presentation packages and performance reporting * Monitor asset ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

Other responsibilities as assigned by the Senior Client Service Associate Supervisory * Responsibilities: None Knowledge, Skills, and/or Abilities * Advanced computer skills (Outlook, Word, Excel and ...

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

As of Jul 2, 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.

Is a CSA job stressful?

A Sr Client Service Associate role can be stressful due to high client interaction, meeting deadlines, and managing multiple tasks simultaneously. Strong communication skills and organization are essential to handle the workload effectively and reduce stress levels.

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 jobs pay 4000 a week without a degree?

A Sr Client Service Associate typically does not earn $4,000 weekly without a degree, as this level of pay usually requires extensive experience or specialized skills. However, some high-paying roles in sales, real estate, or certain freelance consulting positions can reach or exceed this income level through commissions or performance-based pay, often without formal degrees but with relevant skills and certifications. These roles often demand strong communication, sales abilities, or industry-specific knowledge.

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 use customer relationship management (CRM) tools to support ongoing client relationships.
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What cities are hiring for Sr Client Service Associate jobs? Cities with the most Sr Client Service Associate job openings:
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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, 83% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 86% Physical, 5% 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 • On-site

$70K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 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.

Experience and Skills
  • 3 + years of client service experience in the wealth management industry and an interest in building a career in wealth management
  • Customer service experience and the desire to provide superior client service in a team-oriented environment
  • FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6-12 months at the cost of Coldstream (career development benefit we offer)
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
  • Experience with Charles Schwab is preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
  • Experience with alternative investments is highly preferred
  • Excellent communication skills, including writing business correspondence with proper grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage multiple tasks independently
  • A Bachelor's degree is preferred

Job Benefits
As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We offer a full benefits package that focuses on the growth, health, and wellness of our team members:
  • Pay: $70,000 - $80,000 (depending on qualifications) plus bonus potential
  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 401(k): 100% company match up to 4% of your annual pay
  • Stock: Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off: Starting at 20 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
  • Parking: Generous company contribution towards parking or transit pass
  • Wellness reimbursement
  • Paid Parental leave: 12 weeks paid for all new parents
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Portland, Seattle, Mercer Island, Bellevue, Kirkland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

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