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64 Equitable Client Services Associate Jobs Hiring Near You

Boutique Recruiting

Client Services Associate

Dallas, TX · On-site

$70K/yr

Client Services Associate Salary Range: $70,000 base + $10,000 annual bonus potential Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at ...

Career Connections

Client Services Associate

Athens, OH · On-site

$16.50 - $22/hr

Client Service Associate Our client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is ...

SPS North America

Client Services Associate

El Paso, TX · On-site

Client Services Associate Location: El Paso, Texas Work Schedule: 7:00 AM - 3:00 PM Working Days: Monday - Saturday Work Arrangement: On-site SPS Global is seeking a professional and service-driven ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

TEKsystems

Client Services Associate

Tempe, AZ

$21/hr

Client Services Associate Overview Are you looking to launch your career in the financial services industry? We are seeking motivated, customer-focused professionals to join a growing service team ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional ...

Addison Group

Client Services Associate

Charlotte, NC · On-site

$22 - $24/hr

Client Services Associate Location: Charlotte, NC Industry: Insurance / Professional Services Pay: $22/hr.-$24/hr. Benefits: This position is eligible for Medical, Dental, Vision, and 401K. 40-Hour ...

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Equitable Jobs Information

What is it like to work at Equitable?

Equitable is a company that values collaboration and innovation, fostering a culture of teamwork and mutual support among its employees. The company's structure is designed to promote a dynamic work environment, with various teams working together to achieve its mission of helping people and businesses prosper. Working at Equitable may appeal to candidates who are passionate about making a positive impact and are looking for a challenging and rewarding career in the financial services industry.

What makes Equitable an attractive place to work?

Equitable is a leading financial services company with a long history of innovation and commitment to customer satisfaction. The company offers a dynamic work environment that fosters collaboration, creativity, and professional growth, with opportunities to work on cutting-edge projects and develop new skills. By joining Equitable, individuals can contribute to the company's mission of helping people and businesses achieve their financial goals, while also advancing their own careers and making a meaningful impact in the industry.

Do workers at Equitable get paid breaks?

Yes. Most people get paid breaks.
83% of people say they get paid breaks.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and July 2025.

Does Equitable pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

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

Sick days and vacation days are separate paid time off.
75% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 8 people who took the Breakroom Quiz between May 2025 and March 2026.

Is the health insurance from Equitable affordable enough for their workers?

Most people say the health insurance costs are okay.
86% of people say the health insurance costs are okay
Based on data from 7 people who took the Breakroom Quiz between March 2025 and March 2026.

Do people get paid time off at Equitable?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 9 people who took the Breakroom Quiz between May 2025 and March 2026.

Do workers at Equitable 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 7 people who took the Breakroom Quiz between January 2025 and December 2025.

How easy is it to get time off at Equitable?

Most people find it easy to get time off.
95% of people report it’s easy to get time off.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and February 2026.

Do Equitable managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
83% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

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

Rarely. The job doesn't usually spill into unpaid time.
17% of people report that their job takes up time that they don’t get paid for.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

How easy is it to take sick days at Equitable?

Most people find it easy to take sick days.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.

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

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

Do people at Equitable 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 21 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable get to take their breaks without interruption?

Most people get breaks without interruption.
94% of people report that they get to take their breaks without interruption.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

Is it stressful to work at Equitable?

Some people feel stressed here.
55% of people say they often feel stressed at work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable enjoy their jobs?

Most people enjoy their job.
68% of people report they enjoy their job.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable recommend working with their team?

Only some people recommend working with their team.
41% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get enough training when they start at Equitable?

Some people didn’t get enough training when they started.
35% of people report they didn’t get enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get support to advance at Equitable?

Most people are given support to advance their career here.
In the last year, 71% of people report being given support to advance their career here.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

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

Some people think headquarters doesn’t understand what’s happening where they work.
67% 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 18 people who took the Breakroom Quiz between January 2025 and March 2026.

Do workers feel well informed about how Equitable is doing?

Most people feel well informed about how the company is doing.
84% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.

What other companies are hiring for Client Services Associate jobs?

What are the most popular jobs at Equitable?

What are the most popular categories at Equitable?

Infographic showing various Client Services Associate job openings at Equitable in the United States as of August 2026, with employment types broken down into 3% Internship, and 97% Full Time. Highlights an 42% Physical, 5% Hybrid, and 53% Remote job distribution.

Client Services Associate

Boutique Recruiting

Dallas, TX • On-site

$70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

Position Title: Client Services Associate
Salary Range: $70,000 base + $10,000 annual bonus potential
Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at the center of everything you do. As the Client Services Associate, you'll serve as the operational backbone of the practice, managing client onboarding, account administration, correspondence, CRM activity and day-to-day service needs for high-net-worth clients while keeping the office running seamlessly. The ideal candidate is polished, proactive, and exceptionally detail-oriented with experience supporting clients in wealth management, private banking, or brokerage.
Responsibilities
  • Manage day-to-day client service and administrative needs, including account openings, paperwork, correspondence, and non-licensed account activities
  • Coordinate the onboarding process for new clients and help deliver a high-touch experience throughout their first 100 days with the firm
  • Handle inbound client requests, including account servicing needs and money movement requests
  • Make outbound calls to confirm client appointments and ensure advisors and clients are prepared for upcoming meetings
  • Maintain accurate client information, workflows and follow-up activities within the firm's CRM
  • Welcome clients to the office and provide a polished, engaging and professional first point of contact
  • Support approximately 10-15 client seminars annually, including occasional after-hours event setup and coordination

Requirements
  • 2-3 years of experience as a Client Service Associate or in a similar client-facing support role within wealth management, private banking or brokerage
  • Proven ability to succeed on a fast-paced, high-growth team while managing competing priorities without sacrificing accuracy
  • Strong proficiency with Microsoft Office, including Outlook, Excel and Word, along with experience using a CRM platform
  • Exceptional attention to detail, organization and follow-through with the ability to move between urgent requests and ongoing responsibilities
  • Polished, professional and naturally engaging communication skills with the confidence to interact with high-net-worth clients
  • A proactive, accountable mindset with the initiative to ask questions, absorb training and look for opportunities to contribute
  • Familiarity with LPL Financial systems, financial account types, and industry regulations is preferred, along with a bachelor's degree

Benefits
  • $70,000 base salary plus up to $10,000 in annual bonus potential based on individual and company performance
  • Medical, dental, and vision insurance options
  • 401(k) with a company match
  • 20 days of PTO plus federal holidays and typically your birthday off
  • Annual performance reviews with opportunities for salary and bonus growth

If you're ready to take ownership of your work, build trusted relationships with high-net-worth clients and grow your career inside a high-performing wealth management firm, apply today.
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About Boutique Recruiting

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We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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