Client Service Associate Entry Level Salary Jobs in Usa

Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in working directly under the COO alongside Financial Advisors.

The CSA is a critical role working directly under the Client Service Director alongside Financial Advisors. CSAs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance. CSA is responsible for helping the Financial Advisors manage existing relationships. CSAs are responsible for reaching out to schedule financial checkups and addressing all client transactional needs.

Responding to clients' emails, letters, and phone calls. Handling client transactional requests. Solving client-related problems. Providing trade instructions to trade teams. Scheduling existing client meetings.

Scheduling Client Meetings. Facilitating Case Prep Meetings. Disseminating Necessary Actions. Final Oversight of Deliverables.

Ensuring the Completion of Action Items. Processing Data to Provide Deliverables from Meetings. Facilitating Paperwork to/from Clients to Custodians. Following Up with Clients. Collecting Necessary Documents from Clients. Updating Salesforce Data Entries. Ensuring the Delivery of Promises of Financial Advisors (FAs).

Excellent written and verbal communication skills. Detail-oriented. Critical thinking skills. Problem-solving skills. High-level confidentiality. High-level customer service skills. Team player. Responsible and trustworthy. Integrity. Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, with the ability to deal with confidential information daily. A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor. Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.

Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook). Experience in Salesforce is highly desired. Excellent customer service and good oral and written communication skills. Professional and articulate with strong attention to detail. Ability to work efficiently, effectively, and independently to see projects through to conclusion. Excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems.

Professional

Must have a high school diploma. Must have a minimum of 3-5 years of working in the financial industry and maintaining professional interactions in an Administrative/Client Service role.

Bachelor's Degree.

Series 65 (Preferred)

Sponsorship of industry licensing and credentialing. Administrative, marketing, trade execution, and financial planning support for advisors. Personal office space with shared conference and meeting rooms. State-of-the-art tools in CRM, planning software, and behavioral finance. Company-sponsored employee events. Volunteer Time Off. Paid Time Off. Comprehensive health benefits package. Defined Contribution retirement package. A warm, welcoming culture built on teamwork, trust, and encouragement of one another.

Founded in 2007 by three Texas industry veterans. Widely recognized by independent companies for rapid growth and employee satisfaction. PAX advisors are independent advisors and do not offer clients proprietary products.

*Salary is negotiable

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Responsibilities:

• Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
• Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
• Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
• Reviews, assesses and responds to all corporate action items and client account alerts.
• Prepares financial reports, spreadsheets and other materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Skills:

• Company's working structure, policies, mission, and strategies.
• Managed account platforms.
• General office practices, procedures, and methods.
• Investment concepts, practices and procedures used in the securities industry.
• Financial markets, products and industry regulations.
• Trading terminology.
• Client Relationship Management (CRM) software, or similar contact management software.
• Goal planning software.
• Excel, including developing spreadsheets as needed and for ongoing reporting.
• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Analyze problems and establish solutions in a fast paced environment.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

Education/Previous Experience:

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.

Travel: Less than 25%

Workstyle: Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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  Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
  
  
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  Provide coaching, mentoring, and development opportunities to team members.
  
  
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  Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
  
  
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  Lead regular team meetings to communicate updates, share best practices, and address challenges.
  
  

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  Ensure seamless client onboarding and ongoing service delivery across the advisory business.
  
  
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  Monitor and enhance the client experience by identifying service gaps and implementing improvements.
  
  
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  Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
  
  
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  Promote a client-first mindset throughout the team.
  
  

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  Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
  
  
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  Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
  
  
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  Monitor and track client service activities to ensure timely and accurate completion.
  
  
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  Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
  
  

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  Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
  
  
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  Identify opportunities for process improvement and implement changes to enhance operational efficiency.
  
  
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  Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
  
  

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  Develop and deliver training programs for new and existing client service associates.
  
  
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  Ensure team members are proficient in systems such as Schwab and Salesforce.
  
  
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  Facilitate cross-training to build team flexibility and coverage.
  
  
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  Maintain and update training materials and reference resources.
  
  

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  Lead or support department-level projects related to client service enhancements and operational improvements.
  
  
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  Track and report on key service metrics.
  
  
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  Provide regular updates to leadership on team performance, challenges, and successes.
  
  
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  Ensure compliance with internal procedures and regulatory standards.
  
  

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• Bachelor's degree in finance, business administration, or a related field.
  
  
• Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
  
  
• Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
  
  

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• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PTO & 11 1/2 Paid Holidays
  
  

The Opportunity:

Procom is seeking a seasoned professional to join our team as a Client Services Associate.

This role provides the opportunity to:

• Work in a collaborative Client Services team that supports the efforts of the business to respond to and serve client and consultant expectations
• Build a foundation for long-term career growth in a growing, entrepreneurial IT firm

The Role:

Reporting to the Team Lead, the Client Services Associate is responsible for overseeing and administering the full on-boarding and Contractor Management lifecycle for Contractors on assignment with one or more Clients and resolving any normal issues that may arise.

Job Responsibilities:

• Create and maintain an excel tracking system for all new pre-identified candidates/active consultants
• Submit and manage all inquiries relating to the contract management process via ticketing system JIRA
• Provide support to consultants using Vendor Management Systems (i.e. SAP Fieldglass, Beeline)
• Act as a liaison between the Legal Department and Human Resources for all contract issues and reviews
• Act as a subject matter expert for clients and consultants on the various legal status classifications
• Schedule communications to consultants with regards to payment processing and timesheet deadlines
• Manage the client/consultant onboarding and renewal process while complying with internal policy and ISO management standards
• Develop and update strategies for a smoother consultant and client experience
• Serve as a primary point of contact to investigate and resolve consultant, client, and vendor inquires
• Assist external managers in determining total billable rates for all new pre-identified candidates
• Complete candidate submissions and finalize onboarding activities within the VMS portals
• Conduct quarterly audits on consultant documentation and onboarding requirements
• Monitor expiring contracts and provide notice for a smooth off-boarding experience
• Investigate AR discrepancies and follow up with the client or contractor as needed
• Serve as a primary point of contact to receive, investigate and resolve consultant, sub-vendor, and client questions relating to the billing and payment of invoices
• Create credit/debit memos to balance records within the Vendor Management System Fieldglass

Minimum Requirements:

• Minimum 2 years of professional experience in a customer service or sales support role
• Demonstrated capability to learn and fully manage medium to high complexity administrative tasks on an independent basis
• Knowledgeable of contract and payroll administration procedures, tax regulations, and invoicing processes
• Knowledgeable of MS Office 365 – Specifically Outlook, MS Teams and SharePoint
• Ability to handle pressure in a calm manner and deal with all various levels of internal and external clients
• Detail oriented
• Strong commitment to excellent customer service
• Ability to prioritize workflow and meet deadlines
• Ability to handle confidential and proprietary information

Why Work at Procom:

• Belonging & Impact: An inclusive, collaborative culture where your ideas are valued, and make a real impact.
• Balanced Work Model: A modern hybrid work model that supports productivity and personal flexibility.
• Work From Where You Thrive: Whether visiting family or exploring a new place, our remote-work program lets you temporarily work from another approved location for up to two weeks each year keeping you connected wherever life takes you.
• Competitive Compensation: Compensation designed to remain competitive within our industry.
• Time to Recharge: Generous vacation and sick-day policies.
• Health & Well-Being: Comprehensive health benefits, mental health resources, and preferred pricing on various perks through third party providers.
• Set up for Success: Access to the tools and tech you need to succeed plus an IT equipment stipend.
• Community & Purpose: Opportunities to get involved in innovation challenges, charity initiatives, team & corporate events and company celebrations.

At Procom we are committed to fostering an inclusive and accessible culture where everyone feels valued, respected, and supported. If you require an accommodation for the recruitment/interview process, please let us know and we will work with you to meet your needs.

Procom uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people. This is an active position.

Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
• Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
• Assist with client onboarding, account updates, and service requests
• Coordinate electronic document processing, including e‐signatures and compliance documentation
• Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
• Collaborate with internal team members to update and process client account changes
• Handle client inquiries and concerns with professionalism, initiative, and discretion
• Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

• Previous experience in client service, administrative support, or account management
• Experience in wealth management, financial services, or private client environments strongly preferred
• Proficiency with CRM systems; Redtail CRM experience highly desirable
• Strong organizational and time‐management skills with the ability to prioritize effectively
• Excellent verbal and written communication skills with a strong customer‐service mindset
• High level of professionalism, discretion, and attention to detail
• Ability to work independently while collaborating in a team‐oriented office environment
• Familiarity with financial industry compliance standards is a plus

Start Date: ASAP

Starting pay: $24hr + opportunities for growth

Qualifications:

• Bachelor's or Associates degree in Math or Science
• 2.9 GPA or higher
• Degree in science or mathematics
• US Passport
• Reliable transportation

Day-to-Day

Insight Global has a client looking for entry level degreed PETS. This is the first level of the Engineering classification. The Engineer will provide engineering/technical expertise to solve problems in the electrical utilities area, with close supervision. They are expected to develop skills in their field of study, and the ability to work with greater independence.

They will be assigned to a project that requires utility pole design mapping. They will be given survey packets of the poles they are mapping. These surveys were collected by the people out in the field. With the survey packets they will know the geographic location of the poles and the different assets (wires, boxes, etc.) attached to each pole. They will use all this information to digitally create the design "distribution" map.

Job Responsibilities

• Deliver meals to patients using the Room Service program, ensuring accuracy of delivery to the correct patient, room, or nursing unit
• Position meal trays appropriately for patients, such as placing trays on bedside tables for ease of access and comfort
• Measure and record patients' intake when required by physician orders or nursing care protocols, maintaining accurate documentation
• Assist patients and family members with menu selection, providing guidance and clarification using trained scripting techniques
• Respond to patient and family questions regarding meals and menu options with professionalism, courtesy, and empathy
• Use computerized scanning devices to track meal delivery status in the Room Service system for accurate and timely updates
• Retrieve soiled trays from patient rooms and inspect them for personal belongings, medical devices, or medications before returning them to the kitchen
• Deliver floor supplies, snacks, and nutritional supplements to nursing units, and monitor stock levels of tube feedings and supplements to maintain par levels
• Communicate with nursing staff about any special meal requests, delays, or concerns regarding patient dietary needs or preferences
• Clean and sanitize meal delivery carts, trays, and dishware using commercial dish machines and cleaning equipment, following safety guidelines
• Maintain a clean and safe work environment by practicing proper food handling, sanitation procedures, and recording required HACCP temperature logs
• Perform routine restocking of trays and nourishment items, assist with detailed cleaning tasks in the kitchen or service areas, and dispose of trash or recyclables according to facility policy

Position Qualifications

Preferred:

• High School or Equivalent

Work Environment

• As a Room Service Associate, you'll work in a fast‐paced, dynamic environment that requires physical stamina and attention to safety. The role involves standing and walking for extended periods, often in areas with high foot traffic and limited space. You'll be exposed to varying temperaturesincluding brief periods in extreme heat or coldas you move between kitchen areas, delivery routes, and occasionally to outlying buildings.
• The kitchen environment can be noisy, with occasional wet floors and exposure to sharp tools and equipment such as slicers and grinders. Tasks may include bending, stooping, reaching overhead, and lifting items up to 40 lbs, as well as pushing and pulling food carts or equipment in and out of the department. Proper use of personal protective equipment (PPE)including a cutting glove, apron, goggles, safety shoes, and chemical‐resistant glovesis required to ensure your safety while performing daily tasks.

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Age of Patients Served

• All Age Groups

HIPAA Roles‐Based Access to Patient Information

• None ‐ No access to patient information ‐ Level 0

Required

Preferred

Job Industries

• Other

JOB DESCRIPTION

Title:

Client Relations Associate

Reports To:

COO

Supervises:

None

Classification:

Non-Exempt

Summary:

Responsible for front desk duties.

Essential Functions:

• Direct the activities of the reception area of immigration law firm.
• Interact w/ immigration law clients in English and Spanish to clearly understand their legal needs.
• Analyze & resolve client concerns in a timely manner.
• Discuss client concerns w/ management & escalate to the appropriate member of the legal staff when required.
• Answer and transfer incoming calls for all phone lines.
• Assist with client in-take process and utilize the Immigration Tracker system to open client cases in the firm's database system.
• Schedule initial consultation (IC) appointments for all attorneys in the practice. Call & confirm all IC appointments for all attorneys.
• Receive & review voicemails and return messages for IC appointments and payments for new legal processes.
• Utilize the Immigration Tracker system to generate and oversee reports for prospective clients.
• Follow up with clients to ensure they understand the legal retainer process.
• Process clients' payments for IC appointments, new legal processes, and related legal services.
• Maintain log for incoming FedEx/UPS and client drop offs and distribute packages to appropriate staff members.
• Maintain cleanliness and organization of all conference rooms, as needed
• Train newly hired staff regarding front desk duties.

Non-Essential Functions:

• Other duties as assigned.

Qualifications:

Education and Work Experience

MUST BE FLUENT IN SPANISH. Associate degree preferred. Prior business immigration or legal office experience. Ability to work effectively under pressure. Excellent verbal and written communication skills. Outstanding organizational, problem-solving skills and the ability to perform multiple tasks in a fast-paced environment are essential.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing duties, the employee will constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The employee will occasionally need to move about inside the office to access file cabinets, office machinery, etc.;

• Must be able to lift 35 pounds;
• Must be able to stand or sit for long periods of time