Client Service Associate Jobs
Client Service Associate jobs are open across banking, wealth management, insurance, and brokerage firms, from entry-level positions to senior associate roles, with specializations in portfolio servicing, account onboarding, and client communications. See the openings below and apply to the ones that match your experience.
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Showing 5 of 1,059+ Client Service Associate jobs
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Wealth Sales & ServiceProvides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.
- Assists in preparing new business proposals or presentations to clients / prospects based upon their needs.
- Assists Wealth Advisors in market research of client and prospects.
- Assists Wealth Advisors in identifying prospective clients.
- Acts as the key service contact for clients.
- Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
- Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager.
- Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
- Make suggestions about how to improve the overall service interaction for prospects and clients.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal / external stakeholders.
- Ensures alignment between stakeholders.
- Prepares reports for financial plans; inputs appropriate data according to established guidelines.
- Makes updates to sales tracking, forecast and pipeline, relationship plans, and other databases.
- Participates in account review process and completion of required action items.
- Organizes client files and ensures proper documentation.
- Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
- Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
- Supports the achievement of the business plan within the designated territory / region.
- Collaborates effectively with internal stakeholders to build capability and drive business growth.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- General knowledge of financial planning and wealth management.
- Working towards a financial planning designation preferred.
- Proficiency in office software and sales management software.
- Comfortable exploring beyond one's area of technical expertise (i.e. discipline).
- A willingness and aptitude to influence and recognize new business opportunities.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
Salary :
$45,000.00 - $83,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Wealth Sales & ServiceProvides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.
- Assists in preparing new business proposals or presentations to clients / prospects based upon their needs.
- Assists Wealth Advisors in market research of client and prospects.
- Assists Wealth Advisors in identifying prospective clients.
- Acts as the key service contact for clients.
- Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
- Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager.
- Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
- Make suggestions about how to improve the overall service interaction for prospects and clients.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal / external stakeholders.
- Ensures alignment between stakeholders.
- Prepares reports for financial plans; inputs appropriate data according to established guidelines.
- Makes updates to sales tracking, forecast and pipeline, relationship plans, and other databases.
- Participates in account review process and completion of required action items.
- Organizes client files and ensures proper documentation.
- Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
- Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
- Supports the achievement of the business plan within the designated territory / region.
- Collaborates effectively with internal stakeholders to build capability and drive business growth.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- General knowledge of financial planning and wealth management.
- Working towards a financial planning designation preferred.
- Proficiency in office software and sales management software.
- Comfortable exploring beyond one's area of technical expertise (i.e. discipline).
- A willingness and aptitude to influence and recognize new business opportunities.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
Salary :
$45,000.00 - $83,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Client Service Associate Jobs by Experience Level
Top Cities Hiring Client Service Associates
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Find Client Service Associate JobsClient Service Associate Job Market
Who's Hiring
- Banfield Pet Hospital91
- Gallagher82
- Morgan Stanley41
- JPMorganChase40
- BNY26
Top Industries Hiring
- Insurance49
- Investment & Asset Management46
- Banking & Financial Services40
- Consulting & Professional Services14
- Fintech12
What Employers Look For
The qualifications that appear most often in client service associate jobs.
- One to three years of customer-facing or account servicing experience
- Proficiency with CRM platforms and client database management
- Strong written and verbal communication skills across multiple channels
- Bachelor's degree in business, finance, or a related field
- Experience handling high volumes of client inquiries or service requests
- Familiarity with financial products, brokerage accounts, or insurance policies
Tips for Your Client Service Associate Job Search
Tailor your resume to the role
Highlight client-facing metrics like retention rates, call volume handled, or issue resolution times. Client service associate hiring managers respond to specifics, so replace vague phrases like 'helped clients' with what you actually did and for how many accounts.
Apply early to roles that fit
Migrate Mate lists client service associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Match your keywords to the job posting
Many client service associate postings use ATS screening before a human reads your resume. Pull exact phrases from the job description, such as 'account maintenance,' 'client correspondence,' or 'CRM documentation,' and mirror them in your resume where they honestly apply.
Prepare for scenario-based interview questions
Interviewers for client service associate roles frequently ask how you handled a difficult client or resolved a service error. Prepare two or three real examples using the situation, action, and outcome format, keeping each answer focused on what you personally did.
Earn a relevant industry certification first
In financial services, even an entry-level certification like the Securities Industry Essentials exam signals commitment to hiring managers. Check which licenses or credentials appear repeatedly in the postings you want, then start studying before you apply.
Follow up after your interview strategically
Send a brief thank-you note within 24 hours that references one specific topic from the conversation. Client service roles reward attentiveness, and a pointed follow-up demonstrates exactly the responsiveness hiring managers expect you to show clients.
Client Service Associate Jobs: Frequently Asked Questions
Which companies are hiring the most client service associates?
Banfield Pet Hospital, Gallagher, and Morgan Stanley are hiring the most client service associates right now, with openings concentrated in Texas, Florida, and California, based on current listings on Migrate Mate as of August 2026. Financial services firms and wealth management companies consistently account for a large share of active postings.
How many client service associate jobs are remote?
About 39% of client service associate openings are fully remote or hybrid as of August 2026, though this varies by industry. Roles focused on written client communications, account documentation, and digital onboarding tend to offer more location flexibility than positions that involve in-person relationship management or branch-based servicing.
How do you become a client service associate?
Start by building experience in a customer-facing role, such as retail banking, call center support, or account administration. Develop familiarity with CRM tools and practice clear written communication. Many employers prefer candidates with a bachelor's degree in business or finance, and in financial services, entry-level securities licenses strengthen your candidacy significantly before you apply.
Can you get a client service associate job with little experience?
Yes, many entry-level client service associate openings accept candidates with limited direct experience if you can demonstrate strong communication skills and attention to detail. Internships, volunteer work involving client contact, or roles in retail and hospitality all translate well. Earning a relevant certification before applying, even a foundational one, helps you stand out against more experienced applicants.
What does the client service associate interview process look like?
Most hiring processes include an initial phone or video screen with a recruiter, followed by one or two interviews with the hiring manager or team. Expect scenario-based questions about handling difficult clients or service errors, and sometimes a brief written exercise testing communication clarity. Final rounds at larger firms may include a panel interview with multiple team members or a compliance review.
Where can I find and apply to client service associate jobs?
You can find and apply to client service associate jobs on Migrate Mate, which lists current openings from employers across the United States. Search for roles that match your background and experience level, then apply directly to each listing that fits. Applying early to fresh postings gives you the best chance of reaching the hiring team while the role is still actively reviewed.
See All 1,059+ Client Service Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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