ZipRecruiter

Log In

Capital One
Capital One

63 Capital One Client Services Associate Jobs Hiring Near You

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

... capital calls, and in-kinds • Follow processes and procedures to ensure communication with ... • 1-3 years of experience in a service-oriented or sales assistant role • Experience in ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Solid working knowledge and understanding of capital markets and alternative investments ... Flexibility for remote work is offered on one day, depending on business needs. Estimated ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

Robert Half

Client Services Associate

Cincinnati, OH · On-site

$95K - $100K/yr

We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This ...

next page

Showing results 1-20

All JobsCapital One JobsCapital One Client Services Associate Jobs

Capital One Jobs Information

What is it like to work at Capital One?

Capital One is a company that prioritizes innovation, collaboration, and customer-centricity, fostering a culture that encourages employees to take calculated risks and think creatively. The company's team structure is designed to promote cross-functional collaboration, with employees working in agile teams to drive business outcomes and deliver exceptional customer experiences. Working at Capital One may appeal to candidates who are passionate about technology, data-driven decision-making, and making a positive impact on people's financial lives, with opportunities to grow professionally and contribute to a mission-driven organization.

What makes Capital One an attractive place to work?

Capital One is a leading financial services company that has established itself as a forward-thinking and customer-centric organization, with a strong presence in the digital banking industry. The company offers a dynamic work environment that fosters innovation, collaboration, and professional growth, with opportunities for employees to work on cutting-edge projects and develop their skills in a supportive and inclusive culture. By joining Capital One, individuals can contribute to the company's mission of helping people improve their financial health and achieve their goals, while also advancing their own careers and personal development.

Do workers at Capital One get paid breaks?

Yes. Most people get paid breaks.
82% of people say they get paid breaks.
Based on data from 62 people who took the Breakroom Quiz between July 2025 and July 2026.

Does Capital One pay people when they’re sick?

Yes. Most people get paid when they’re sick.
83% of people say they would get paid if they were sick but scheduled to work.
Based on data from 65 people who took the Breakroom Quiz between July 2025 and July 2026.

At Capital One, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
86% of people say they have to use vacation days when they’re out sick.
Based on data from 66 people who took the Breakroom Quiz between June 2025 and June 2026.

Is the health insurance from Capital One affordable enough for their workers?

Most people say the health insurance costs are okay.
89% of people say the health insurance costs are okay
Based on data from 57 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people get paid time off at Capital One?

Most people get paid time off work.
96% of people say they get paid time off.
Based on data from 67 people who took the Breakroom Quiz between July 2025 and July 2026.

How far ahead of time do people find out their work schedule?

Only some people find out their schedule four weeks ahead of time.
  • 39% of people with changing schedules find out their shifts one week or less ahead of time.
  • 11% of people with changing schedules find out their shifts two weeks ahead of time.
  • 13% of people with changing schedules find out their shifts three weeks ahead of time.
  • 37% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 46 people who took the Breakroom Quiz between December 2024 and April 2026.

Do workers at Capital One worry about hours?

Most people don’t worry about getting enough hours.
86% of people report they don’t worry about getting enough hours.
Based on data from 44 people who took the Breakroom Quiz between April 2025 and April 2026.

Do Capital One workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
36% report that they don’t have enough control over which shifts they work.
Based on data from 39 people who took the Breakroom Quiz between April 2025 and April 2026.

How easy is it for Capital One workers to change shifts?

Some people find it hard to change shifts.
44% of people report that it’s hard to change shifts if they need to.
Based on data from 32 people who took the Breakroom Quiz between April 2025 and April 2026.

How easy is it to get time off at Capital One?

Most people find it easy to get time off.
77% of people report it’s easy to get time off.
Based on data from 62 people who took the Breakroom Quiz between July 2025 and July 2026.

Do Capital One managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
91% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 45 people who took the Breakroom Quiz between April 2025 and April 2026.

Do jobs at Capital One spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
5% of people report that their job takes up time that they don’t get paid for.
Based on data from 43 people who took the Breakroom Quiz between April 2025 and April 2026.

How easy is it to take sick days at Capital One?

Most people find it easy to take sick days.
73% of people report that it’s easy to take time off if they are sick.
Based on data from 62 people who took the Breakroom Quiz between July 2025 and July 2026.

Is a Capital One job good for students?

Most students say this is a good place to work if you’re studying.
91% of students report this is a good place to work if you’re studying.
Based on data from 22 people who took the Breakroom Quiz between December 2024 and June 2026.

Is working at Capital One good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
79% of people who care for a child or other relative report this is a good place to work.
Based on data from 34 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people at Capital One feel treated with respect by their managers?

Most people feel treated with respect by their managers.
86% of people say they’re treated with respect by their managers.
Based on data from 63 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people at Capital One get to take their breaks without interruption?

Most people get breaks without interruption.
90% of people report that they get to take their breaks without interruption.
Based on data from 59 people who took the Breakroom Quiz between July 2025 and July 2026.

Is it stressful to work at Capital One?

Most people feel stressed out here.
76% of people say they often feel stressed out at work.
Based on data from 63 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people at Capital One enjoy their jobs?

Only some people enjoy their job.
42% of people report they don’t enjoy their job.
Based on data from 59 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people at Capital One recommend working with their team?

Only some people recommend working with their team.
58% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 67 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people get enough training when they start at Capital One?

Most people got enough training when they started.
72% of people report they got enough training when they started working here.
Based on data from 65 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people get support to advance at Capital One?

Most people are given support to advance their career here.
In the last year, 67% of people report being given support to advance their career here.
Based on data from 58 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people think Capital One’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
73% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 60 people who took the Breakroom Quiz between June 2025 and June 2026.

Do workers feel well informed about how Capital One is doing?

Only some people feel well informed about how the company is doing.
38% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 61 people who took the Breakroom Quiz between July 2025 and July 2026.
What other companies are hiring for Client Services Associate jobs?
What are the most popular jobs at Capital One?
What are the most popular categories at Capital One?
Infographic showing various Client Services Associate job openings at Capital One in the United States as of July 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.
Client Services Associate

Client Services Associate

Equity Trust

Fort Myers, FL • On-site

Full-time

Posted 26 days ago

Job description

*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.
JOB OVERVIEW
The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.
RESPONSIBILITIES & DUTIES
• Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team
• Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
• Participation in Client Service chats
• Take the lead on owning follow-up verbal calls initiated through the CS chat groups
• As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments
• Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds
• Follow processes and procedures to ensure communication with clients and third parties is efficient and current
• Special projects assigned as needed
• Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors
• Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs
• Perform other duties as assigned
QUALIFICATIONS
• 1-3 years of experience in a service-oriented or sales assistant role
• Experience in Accounting, Finance, or Administration is preferred
• Bachelor's degree in Finance or related field preferred, not required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
• Proficient in Microsoft Office Suite
CORE VALUES
Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell EPIC - because that's what we strive to be for our clients and stakeholders every day.
• Excellence - Our standard
• Passion - In everything we do
• Integrity - Without compromise
• Collaboration - Stronger together
We are looking for team members who embody these values in their daily work and interactions.
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Apply