Jobs in the United States

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Added 2 hours ago
Corporate Relationship Specialist- Technology & Defense
Regions Bank
Charlotte, NC
Acts as the primary point of contact for the Corporate Banking clients and managing all servicing requests related to the client’s overall banking relationship
Added 6 hours ago
Analyst, Business Banking TM Implementation
Webster Bank
NEW YORK, NY
Added 8 hours ago
K
Lead Service Officer, SBA Sales Support
KeyBank
702 West Idaho, ID
- $57,000 to $87,000 USD / year
…in helping clients and mitigating risk in all aspects of the client relationship with SBA…
Added 8 hours ago
Associate Banker, 20 Hours, Houston, TX - Southbelt Branch
JPMC page
Houston, TX
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 10 hours ago
Commercial Relationship Specialist
Regions Bank
Jacksonville, FL
Acts as a point of contact for Commercial Banking clients for all servicing requests related to client relationships
Added 10 hours ago
Commercial Relationship Specialist
Regions Bank
Orlando, FL
Acts as a point of contact for Commercial Banking clients for all servicing requests related to client relationships
Added 11 hours ago
JP
Part Time (30 Hours) Associate Banker, Eagle Glen Branch, Corona, CA Bilingual Spanish Required
JPMC page
Corona, CA
- Part-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 12 hours ago
AG
Customer Service Representative
Alera Group
UNAVAILABLE
- $50,000 to $60,000 USD / year
Associate Account Manager – Small Business Commercial Insurance
Added 14 hours ago
Associate Banker, 20 Hours, Huntley, IL - Huntley Branch
JPMC page
Huntley, IL
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 14 hours ago
JP
Part Time (20 Hours) Associate Banker, East Towne Branch, Madison, WI
JPMC page
Roscoe, IL · Madison, WI
- Part-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 14 hours ago
JC
Part Time (30 Hours) Associate Banker, Lakeside Omaha Branch, Omaha, NE
JPMorgan Chase
Omaha, NE
- Part-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 14 hours ago
Insurance Policy Servicing Specialist
ManpowerGroup
Scottsdale, AZ
Our client, Insurance Operations & Servicing is seeking a Insurance Operations & Servicing Associate II to join their team. As a Insurance Operations & Servicing Associate II, you will be…
Added 14 hours ago
FT - Housekeeping Manager - Westin Tempe
Crescent Hotels and Resorts
Tempe, AZ
A Housekeeping Manager takes part in servicing our guests around our beautiful Hotel. This task is to be handled in a friendly, courteous, timely, and professional manner resulting in an…
Added 16 hours ago
JP
Part Time (30 Hours) Associate Banker, Bensonhurst Branch, Brooklyn, NY Bilingual Russian Required
JPMC page
Brooklyn, NY
- Part-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 16 hours ago
JP
Part Time (30 Hours) Associate Banker, Brighton East Branch, Brooklyn, NY Bilingual Russian Required
JPMC page
Brooklyn, NY
- Part-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 17 hours ago
Hiring Event - Associate Banker (30 Hours) Long Island Central - Multiple Locations
JPMC page
East Meadow, NY
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 17 hours ago
Hiring Event - Associate Banker (30 Hours) Northeast Miami - Multiple Locations
JPMC page
Aventura, FL
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 17 hours ago
JP
Hiring Event - Part Time Associate Banker North Miami (30 Hours)
JPMC page
Hialeah, FL
- Part-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 17 hours ago
Team Leader Solutions and Data Management
Compeer Financial
Mankato, MN · Rochester, MN · Lakeville, MN · Onalaska, WI
…of Recession, Higher Priced Mortgage Loan (HPML), and RESPA Servicing…
Added 17 hours ago
Team Leader Client Services
Compeer Financial
Macomb, IL · Quincy, IL
The contributions you will make: Leads a group of Client Service team members who deliver a high quality experience to support the effective delivery of credit and financial products and…
Added 17 hours ago
Sr Dairy Lending Specialist
Compeer Financial
Fond du Lac, WI
This position is responsible for developing and growing new business through counseling and servicing of existing clients while pursuing new loan sales development opportunities with…
Added 17 hours ago
Sr Credit Officer
Compeer Financial
Bloomington, IL · Morton, IL · Macomb, IL
Monitors the performance of clients and works directly with Sales and Risk Asset Unit to develop and maintain servicing plans and other monitoring requirements for higher risk client…
Added 17 hours ago
Manager Contact Center
Compeer Financial
Mankato, MN
…team members who are responsible for delivering high quality client service to incoming callers. The…
Added 17 hours ago
Lending Client Coordinator RAU
Compeer Financial
Mankato, MN · Rochester, MN · Macomb, IL · Sun Prairie, WI · Onalaska, WI · Janesville, WI
…responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office…
Added 17 hours ago
Lending Client Coordinator
Compeer Financial
Dodgeville, WI
…responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office…

Robert Half

Client Service Associate

Remote, United States

$45,000 to $52,000 USD / year

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Job details

Pay: $45,000 to $52,000 USD / year
Apply by: Nov 27, 2026
Experience: 1-2 years of experience in customer service, client support, administrative operations, or a similar role, preferably within financial services or a call center environment.
Posting language: English
Posted: Oct 28, 2026

Original job description

We are looking for a Client Service Associate to support investors and account holders with responsive, knowledgeable service. In this role, you will help clients navigate account activity, answer questions about retirement account options and alternative investments, and provide steady guidance throughout the customer journey. The ideal candidate brings a service-minded approach, strong attention to detail, and the ability to communicate clearly while handling sensitive financial information with care.

Responsibilities:

Provide clear guidance to clients on account features, self-directed retirement solutions, trust structures, and digital asset-related topics in an easy-to-understand manner.
Assist customers with transactions and account-related steps from initial setup through ongoing servicing and other lifecycle events.
Investigate client concerns, resolve routine issues efficiently, and route more complex matters to the appropriate internal specialists.
Maintain a strong working knowledge of available products, account structures, and investment options to deliver accurate support.
Manage incoming work queues and daily priorities to help ensure timely follow-up and service standards are consistently met.
Support routine servicing needs such as account updates, maintenance requests, and basic technical assistance.
Document customer conversations and service activities thoroughly and accurately within company systems.
Work closely with partners across multiple teams to deliver a consistent and seamless client experience.
Stay informed on company policies and applicable industry regulations related to self-directed retirement accounts.
Contribute to team development by participating in meetings, coaching sessions, training, and process improvement efforts, including thoughtful use of AI tools and sharing productivity best practices.
High school diploma or equivalent required; additional education in business, finance, or a related discipline is preferred.
1-2 years of experience in customer service, client support, administrative operations, or a similar role, preferably within financial services or a call center environment.
Familiarity with retirement account servicing, including Traditional IRA and Roth IRA concepts, is preferred.
Practical experience with AI tools such as Claude, Co-Pilot, Gemini, or ChatGPT.
Strong written and verbal communication skills with the ability to explain detailed information clearly and effectively.
Excellent organizational skills and attention to detail, with the ability to manage multiple tasks in a fast-paced setting.
Sound judgment and discretion when working with confidential client and financial information.
Ability to work independently in a remote environment with dependable internet access and a well-organized home workspace.
Experience with customer relationship tools, email communication, and browser-based systems such as HubSpot is helpful.

This role is 100% remote for applicants in Pacific Standard Time. Scheulde is Monday-Friday 8:00am-5:00pm PST.

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More about this job

Skills

Attention to detail
Assist customers
Customer service
Communication skills
Organizational skills
Work independently
HubSpot

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