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Equitable

64 Equitable Client Services Associate Jobs Hiring Near You

Sojourn Wealth Management

Be Seen First

Client Services Associate

Knoxville, TN · On-site

$50K - $60K/yr

The Client Service Associate is responsible for delivering exceptional client service, supporting Advisors, and ensuring efficient office operations. This role serves as a key client contact, manages ...

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 ...

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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

Sojourn Wealth Management

Knoxville, TN • On-site

$50K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

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Job description

The Client Service Associate is responsible for delivering exceptional client service, supporting Advisors, and ensuring efficient office operations. This role serves as a key client contact, manages administrative and follow-up tasks, and helps Advisors maximize their time while keeping day-to-day firm operations organized and running smoothly.


Essential Duties and Responsibilities

  • Provide exceptional client service through regular client interaction, appointment scheduling, correspondence, incoming call management, and timely resolution of client needs and requests.
  • Support client meetings and Advisor workflows by preparing necessary paperwork and reports, coordinating appointments, and completing post-meeting documentation and follow-up.
  • Manage account administration and service requests including new account establishment, account maintenance, paperwork processing, eSignatures, and coordination with the Broker-Dealer, ensuring requests are accurately processed through completion.
  • Maintain accurate client records and compliance documentation within the CRM and firm systems, including check deposits, check blotters, and adherence to compliance and recordkeeping standards.
  • Support client communications and firm outreach by maintaining client mailing lists and assisting with birthday, holiday, and marketing communications.
  • Assist with firm reporting and administrative operations including monthly/quarterly reporting, office supply management, infrastructure requests, and maintaining a professional office environment.
  • Manage multiple priorities effectively while supporting Advisors and contributing to the firm’s overall business objectives.
  • Other responsibilities as assigned by Advisors.

Company Description

Sojourn Wealth Management is a financial advising and investment management firm dedicated to serving the best interest of its clients while providing a high level of service to them.