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Capital One

65 Capital One Client Services Associate Jobs Hiring Near You

RH

Client Services Associate

King Of Prussia, PA · On-site

$25 - $29/hr

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

RH

Client Services Associate

Las Vegas, NV

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

Semantix

Client Services Associate

Corvallis, OR

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

TransPerfect

Client Services Associate

Atlanta, GA

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Semantix

Client Services Associate

Rochester, NY

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

TransPerfect

Client Services Associate

Rochester, NY

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Semantix

Client Services Associate

Boulder, CO

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

TransPerfect

Client Services Associate

Boulder, CO

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects ...

Investortools

Client Services Associate

Naperville, IL · On-site

$70K - $90K/yr

... $1 trillion in assets. We're committed to creative problem-solving, excellent service, and a ... What You'll Do As a Client Services Associate, you'll immerse yourself in the world of fixed-income ...

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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 66 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.
85% of people say they have to use vacation days when they’re out sick.
Based on data from 67 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.
90% of people say the health insurance costs are okay
Based on data from 58 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 68 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.
42% of people report that it’s hard to change shifts if they need to.
Based on data from 33 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.
78% of people report it’s easy to get time off.
Based on data from 63 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 46 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.
7% of people report that their job takes up time that they don’t get paid for.
Based on data from 44 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 63 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.
80% of people who care for a child or other relative report this is a good place to work.
Based on data from 35 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 64 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.
88% of people report that they get to take their breaks without interruption.
Based on data from 60 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.
77% of people say they often feel stressed out at work.
Based on data from 64 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 60 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.
59% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 68 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.
73% of people report they got enough training when they started working here.
Based on data from 66 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, 68% of people report being given support to advance their career here.
Based on data from 59 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.
74% 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 61 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.
39% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 62 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 98% Full Time, and 2% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Client Services Associate

BreakFree Strategies, LLC

Philadelphia, PA

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Job description

Company Description

At Planning Capital Management, our purpose is simple - To support our clients in making the best financial decisions possible. We know that in order to best support our clients, we need a team of dedicated professionals. Come be a part of our team!

Job Description

The main purpose of this role is to provide support to the advisor, planner, and the firm's client base. This is accomplished through handling administrative office functions, delivering excellent client service, assisting with financial data management, and taking an active part in developing the role. The person in this position must be friendly and genuinely interested in the business, agenda, and needs of others, including the company, its management, the team, and especially the company's customers. Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently. The ideal candidate will be able to thrive in a small company environment, with a desire to enhance responsibilities and advance their role as the company grows.

The focus of this position is working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines.

Responsibilities

Provide professional support to clients and advisors as needed

Field client phone calls, take messages, and provide resolution

Manage client correspondence and process daily mail

Support the financial planning process during the data collection and data entry phases

Handle implementation of new accounts, transfer sequences, and check processing

The job involves managing work with and through others, following up carefully, closely, and cheerfully is required to ensure both correct work and maintenance of the relationships.

Assist in the billing and reporting of client accounts

Provide inside sales and relationship management support for the advisor

Facilitate in meeting preparation and welcoming clients to the office

Maintain office calendar, scheduling, and internal communications

Communicate with vendors in resolving issues

Qualifications
  • The person in this position must be friendly and genuinely interested in the needs of others, including the company, the team, and especially the company's customers.
  • Must be smart and motivated!
  • Proficiency in Microsoft Office, preferably with Excel experience.
  • Socially-focused with a "how can I help you?" attitude.
  • Adherence to established guidelines and procedures.
  • It is important to involve others in the decision-making; there is a need to build consensus rather than make decisions alone.
  • Team environment: leader must be willing to jump in and roll up his/her sleeves to help out when necessary.
  • Strong, friendly follow-up necessary on tasks delegated to ensure proper results.
  • Familiarity with CRM systems, Junxure a plus.
  • Knowledge of financial planning software is a plus, specifically eMoney.
  • Proven record of providing exceptional client service.
  • Ability to work both independently and in a team-oriented environment.
  • Organization skills, attention to detail, and the ability to multi-task are all a must.
  • Good written and verbal communication skills.
Additional Information

Pay and benefits are very competitive based on industry standards, with salary and bonus depending on experience. Benefits include dental, vision, healthcare, and 401(k). Continuing education, training requirements and other advancement opportunities are also supported. Time off is accounted for on an all-purpose PTO basis.

Apply