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63 Marcus Client Service Associate Jobs Hiring Near You

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance A growing boutique wealth management firm is ...

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience.

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service ...

Red Shift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

Lumina Agency INC

Client Service Associate

Rochester, NY · On-site

$45K - $49K/yr

Client Service Associate Lumina Agency Inc is a forward-thinking organization dedicated to delivering structured, efficient, and high-quality project solutions for our clients. We value precision ...

New

redShift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

redShift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

Alphabe Insight

Client Service Associate

Rochester, NY · On-site

$45K - $49K/yr

Client Service Associate Lumina Agency Inc is a forward-thinking organization dedicated to delivering structured, efficient, and high-quality project solutions for our clients. We value precision ...

Mariner

Client Service Associate

Tigard, OR · On-site

$15.25 - $21.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time ...

Mariner

Client Service Associate

Manasquan, NJ · On-site

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Axelon Services

Client Service Associate

New York, NY · Hybrid

$28/hr

Client Service Associate Work Mode: Hybrid Location: New York, NY Pay: $28 per hour About Axelon Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals ...

GG Media

Client Service Associate

Charlotte, NC · On-site

$37K - $41K/yr

Client Service Associate At GG Media, we believe great teams are built through strong leadership, collaboration, and continuous development. We are committed to creating a positive and results-driven ...

Mariner

Client Service Associate

Tigard, OR · On-site

$15.25 - $21.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Mariner

Client Service Associate

Brentwood, MO · On-site

$13.50 - $18.75/hr

The Client Service Associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

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Marcus Jobs Information

What is it like to work at Marcus?

Marcus is a company that values collaboration and innovation, fostering a dynamic work environment where employees can share ideas and work together to achieve common goals.

The company's team structure is designed to be agile and flexible, with cross-functional teams working on various projects and initiatives. Employees have access to state-of-the-art technology and tools, and the company prioritizes professional development and growth opportunities.

Working at Marcus may appeal to candidates who are passionate about technology and innovation, as the company is constantly pushing the boundaries of what is possible and is committed to making a positive impact in the industry.

What makes Marcus an attractive place to work?

Marcus is a well-established company in the industry, recognized for its commitment to innovation and customer satisfaction. The workplace at Marcus is characterized by a collaborative environment, where employees are encouraged to share ideas and work together to drive progress, and a stable work-life balance is prioritized. Joining Marcus offers opportunities for professional growth and development, with a focus on empowering employees to make a meaningful impact in their roles and contribute to the company's continued success.

Does Marcus Corporation pay people when they’re sick?

Sometimes. Only some people get paid when they’re sick.
60% of people say they wouldn’t get paid if they were sick but scheduled to work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

How easy is it to get time off at Marcus Corporation?

Most people find it easy to get time off.
80% of people report it’s easy to get time off.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

How easy is it to take sick days at Marcus Corporation?

Some people find it hard to take sick days.
40% of people report that it’s hard to take time off if they are sick.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Marcus Corporation enjoy their jobs?

Most people enjoy their job.
80% of people report they enjoy their job.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Marcus Corporation recommend working with their team?

Only some people recommend working with their team.
40% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get enough training when they start at Marcus Corporation?

Most people didn’t get enough training when they started.
80% of people report they didn’t get enough training when they started working here.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get support to advance at Marcus Corporation?

Most people are given support to advance their career here.
In the last year, 80% of people report being given support to advance their career here.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people think Marcus Corporation’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
60% 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 5 people who took the Breakroom Quiz between January 2025 and March 2026.

What other companies are hiring for Client Service Associate jobs?

What are the most popular jobs at Marcus?

What are the most popular categories at Marcus?

Infographic showing various Client Service Associate job openings at Marcus in the United States as of August 2026, with employment types broken down into 49% Full Time, 50% Part Time, and 1% Nights. Highlights an 100% Physical job distribution.

Client Service Associate

Kestra Financial

Schaumburg, IL • On-site

$14.25 - $19.75/hr

Other

Posted 16 days ago

Job description

Client Service Associate Summary

The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

  • Ensure adherence to appropriate client service models

  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives

  • 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 Power Point) are essential

  • Excellent communication skills, both verbally and in writing

  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once

  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

  • Bachelor’s degree in a business-related field preferred

  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)

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